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State Street SPDR Portfolio Short Term Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFA
526
Professional Financial Advisors
Nebraska
$1K -$60 -2 -5%
JWM
527
Janiczek Wealth Management
Colorado
$1K
MFAM
528
M Financial Asset Management
Oregon
$1K
IBOK
529
Independence Bank of Kentucky
Kentucky
$1K +$807 +27 New
WIM
530
Westside Investment Management
California
$87 -$203K -6,800 -70%
BBHC
531
Brown Brothers Harriman & Co
New York
-$102M -3,375,000 Closed
CWM
532
Cabot Wealth Management
Massachusetts
-$8.61M -285,687 Closed
HW
533
Hedeker Wealth
Illinois
-$7.15M -237,430 Closed
Susquehanna International Group
534
Susquehanna International Group
Pennsylvania
-$7.08M -234,983 Closed
QAM
535
Q3 Asset Management
Michigan
-$4.9M -162,890 Closed
PAG
536
Private Advisory Group
Washington
-$3.73M -123,908 Closed
EM
537
Excalibur Management
Massachusetts
-$2.69M -89,158 Closed
CF
538
Centaurus Financial
California
-$1.93M -63,964 Closed
WP
539
WealthSource Partners
California
-$1.19M -39,593 Closed
HF
540
HRT Financial
New York
-$894K -29,674 Closed
FAIM
541
Financial Advocates Investment Management
Washington
-$820K -27,230 Closed
APWA
542
Atlas Private Wealth Advisors
New Jersey
-$820K -27,214 Closed
5L
543
55I LLC
Massachusetts
-$648K -21,520 Closed
CFMC
544
Curbstone Financial Management Corp
New Hampshire
-$513K -17,020 Closed
CCA
545
Catalyst Capital Advisors
New York
-$488K -16,200 Closed
TCM
546
Teza Capital Management
Illinois
-$488K -16,200 Closed
GA
547
GoalVest Advisory
New York
-$345K -11,439 Closed
VWA
548
V Wealth Advisors
Kansas
-$345K -11,439 Closed
FWM
549
FFT Wealth Management
Pennsylvania
-$307K -10,173 Closed
GT
550
Greenleaf Trust
Michigan
-$302K -10,025 Closed