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State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB

Name Holding Trade Value Shares
Change 		Change in
Stake
GSWM
526
Golden State Wealth Management
California
$14.9K +$14.9K +498 New
OHWP
527
Oak Harbor Wealth Partners
North Carolina
$14.5K -$30K -1,000 -67%
MEG
528
Millstone Evans Group
Colorado
$13.7K +$13.8K +459 New
FDW
529
Fourth Dimension Wealth
Ohio
$13.5K +$13.6K +453 New
FWA
530
Flagship Wealth Advisors
Massachusetts
$13.2K +$13.2K +442 New
HC
531
Hoese & Co
Minnesota
$12.2K – – –
SIS
532
Sound Income Strategies
Florida
$11.6K +$11.6K +387 New
WP
533
WealthShield Partners
North Carolina
$10.3K +$10.3K +345 New
LCM
534
Logan Capital Management
Pennsylvania
$9.97K – – –
M
535
MOTCO
Texas
$9.76K – – –
BSB
536
Bangor Savings Bank
Maine
$9.08K – – –
OSAM
537
O'Shaughnessy Asset Management
Connecticut
$8.93K – – –
MWA
538
Medallion Wealth Advisors
Connecticut
$8.76K +$8.78K +293 New
BHWM
539
Beaird Harris Wealth Management
Texas
$8.21K +$8.24K +275 New
SS
540
Sunbelt Securities
Texas
$8.18K – – –
GTAM
541
Global Trust Asset Management
Florida
$7.46K – – –
FLP
542
Financial Life Planners
Arizona
$7.35K +$7.37K +246 New
RI
543
Ridgewood Investments
New Jersey
$6.24K – – –
CF
544
Collier Financial
Colorado
$5.65K +$5.66K +189 New
SWA
545
SOA Wealth Advisors
New York
$5.52K – – –
MLA
546
MB, Levis & Associates
Pennsylvania
$4.55K +$60 +2 +1%
1IA
547
1620 Investment Advisors
Massachusetts
$4.48K – – –
S
548
SignatureFD
Georgia
$4.45K +$4.47K +149 New
RCM
549
Raleigh Capital Management
North Carolina
$4.03K – – –
TFA
550
Transamerica Financial Advisors
Florida
$4K -$1.32K -44 -26%
20 21
22
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