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State Street SPDR Portfolio Short Term Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WCM
51
Winthrop Capital Management
Indiana
$20.3M +$426K +14,206 +2%
MAM
52
McCarthy Asset Management
California
$19.6M +$189K +6,299 +1%
CTWM
53
Cherry Tree Wealth Management
Minnesota
$18.7M +$286K +9,537 +2%
Rockefeller Capital Management
54
Rockefeller Capital Management
New York
$18.7M +$588K +19,607 +3%
OAM
55
Occidental Asset Management
California
$18.7M +$856K +28,536 +5%
Cohen & Steers
56
Cohen & Steers
New York
$17.3M +$131K +4,364 +0.8%
HR
57
Hardy Reed
Mississippi
$17.1M +$393K +13,108 +2%
TC
58
Trilogy Capital
California
$16.9M +$2.06M +68,616 +14%
WA
59
Waverly Advisors
Alabama
$16.5M +$10.9K +363 +0.1%
BW
60
BIP Wealth
Georgia
$16.5M +$1.41M +46,944 +9%
PAG
61
Private Advisor Group
New Jersey
$16.2M +$1.27M +42,170 +9%
Marshall Wace
62
Marshall Wace
United Kingdom
$16M +$4.04M +134,700 +34%
ST
63
Smithfield Trust
Pennsylvania
$15.5M -$953K -31,754 -6%
US Bancorp
64
US Bancorp
Minnesota
$15M +$343K +11,447 +2%
AAS
65
Avantax Advisory Services
Texas
$14.1M +$1.12M +37,242 +9%
MHS
66
M Holdings Securities
Oregon
$14.1M -$246K -8,188 -2%
SA
67
Sanctuary Advisors
Indiana
$14M +$126K +4,189 +0.9%
MWM
68
Modern Wealth Management
Kansas
$13.8M +$13.7M +456,252 New
KWM
69
Kingsview Wealth Management
Oregon
$13.8M -$1.39M -46,364 -9%
WCA
70
Westover Capital Advisors
Delaware
$13.6M +$13.5M +450,192 New
Royal Bank of Canada
71
Royal Bank of Canada
Ontario, Canada
$13.6M -$3.75M -125,123 -22%
Cambridge Investment Research Advisors
72
Cambridge Investment Research Advisors
Iowa
$12.6M +$284K +9,478 +2%
Charles Schwab
73
Charles Schwab
California
$11.9M -$576K -19,208 -5%
CM
74
Cornerstone Management
Georgia
$11.3M +$586K +19,536 +6%
Wealth Enhancement Advisory Services
75
Wealth Enhancement Advisory Services
Minnesota
$11M -$727K -24,220 -6%