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State Street SPDR Portfolio Short Term Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
51
Stockman Wealth Management
Montana
$14.2M +$902K +28,767 +7%
MWC
52
MBM Wealth Consultants
Missouri
$14.2M +$2.27M +72,376 +19%
AssetMark Inc
53
AssetMark Inc
California
$13.5M +$11.2M +357,684 +487%
WCWM
54
Willow Creek Wealth Management
California
$12.8M +$646K +20,595 +5%
APSP
55
Asset Planning Services (Pennsylvania)
Pennsylvania
$12M -$9.5M -302,928 -44%
CFGF
56
Compass Financial Group (Florida)
Florida
$11.4M -$1.68M -53,574 -13%
SMM
57
Stadion Money Management
Georgia
$10.8M -$201K -6,399 -2%
RIG
58
RiverFront Investment Group
Virginia
$10.8M +$684K +21,789 +7%
HH
59
Hilltop Holdings
Texas
$10.6M +$1.77M +56,408 +20%
PWPCM
60
Perella Weinberg Partners Capital Management
New York
$10.6M +$1.94M +61,770 +22%
RCIM
61
Red Cedar Investment Management
Michigan
$10.1M -$84.5K -2,692 -0.8%
Deutsche Bank
62
Deutsche Bank
Germany
$9.47M -$560K -17,839 -6%
FWM
63
Foresight Wealth Management
Utah
$9.1M +$566K +18,032 +7%
WCM
64
Windsor Capital Management
Arizona
$8.7M +$555K +17,690 +7%
BCMO
65
Buckingham Capital Management (Ohio)
Ohio
$8.67M +$545K +17,377 +7%
AAS
66
Avantax Advisory Services
Texas
$8.66M +$2.45M +78,140 +40%
KWM
67
Kingsview Wealth Management
Oregon
$8.51M +$2.19M +69,955 +35%
FSA
68
Financial Sense Advisors
California
$8.41M -$973K -31,021 -10%
CFD
69
Creative Financial Designs
Indiana
$8.41M +$2.99M +95,234 +55%
PFPT
70
Pinnacle Financial Partners (Tennessee)
Tennessee
$8.24M +$900K +28,674 +12%
FCIM
71
Fairview Capital Investment Management
California
$7.97M -$226K -7,200 -3%
JP Morgan Chase
72
JP Morgan Chase
New York
$7.96M -$384K -12,252 -5%
IA
73
IndexIQ Advisors
New York
$7.65M -$850K -27,082 -10%
APW
74
Acima Private Wealth
Virginia
$7.43M +$43.9K +1,400 +0.6%
MAS
75
Managed Account Services
Florida
$7.41M +$1.6M +51,145 +28%