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State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB

Name Holding Trade Value Shares
Change 		Change in
Stake
IF
526
Integrity Financial
Wyoming
$18.5K +$18.5K +617 New
NF
527
Napier Financial
Massachusetts
$17.5K – – –
CSC
528
Caldwell Sutter Capital
California
$17.3K – – –
BWM
529
Bullock Wealth Management
Indiana
$16.5K +$16.6K +553 New
SEP
530
Signature Equity Partners
Ohio
$16.4K +$840 +28 +5%
TWC
531
TD Waterhouse Canada
Ontario, Canada
$16.2K – – –
OHWP
532
Oak Harbor Wealth Partners
North Carolina
$14.5K – – –
AG
533
AmeriFlex Group
Nevada
$14.3K – – –
MEG
534
Millstone Evans Group
Colorado
$13.8K – – –
KFG
535
Kingdom Financial Group
Arizona
$12.3K +$120 +4 +1%
CA
536
Crewe Advisors
Utah
$12.2K +$12.2K +408 New
BW
537
Basepoint Wealth
Iowa
$11.8K +$1.41K +47 +14%
WP
538
WealthShield Partners
North Carolina
$11.6K -$4.02K -134 -26%
PWM
539
Provident Wealth Management
Tennessee
$11.5K +$11.5K +384 New
M
540
MOTCO
Texas
$9.81K – – –
UFPG
541
United Financial Planning Group
New York
$9.04K +$90 +3 +1%
CPG
542
Cornerstone Planning Group
New Jersey
$7.68K -$5.4K -180 -41%
TSMHT
543
Thurston Springer Miller Herd & Titak
Indiana
$7.32K – – –
WCAMG
544
Woodard & Company Asset Management Group
North Carolina
$6.78K – – –
MP
545
McDonald Partners
Ohio
$6.72K +$6.72K +224 New
MWA
546
Medallion Wealth Advisors
Connecticut
$6.22K – – –
APW
547
Aventura Private Wealth
Florida
$5.97K – – –
MG
548
Mather Group
Illinois
$5.97K – – –
SFCL
549
Strengthening Families & Communities LLC
Massachusetts
$5.91K +$5.91K +197 New
SWA
550
SOA Wealth Advisors
New York
$5.55K – – –
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