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State Street SPDR Portfolio Short Term Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DWP
76
Destiny Wealth Partners
Florida
$11.7M -$1.55M -52,189 -12%
CM
77
Cornerstone Management
Georgia
$11.5M +$395K +13,285 +4%
Wealth Enhancement Advisory Services
78
Wealth Enhancement Advisory Services
Minnesota
$11.5M +$173K +5,800 +2%
RWM
79
Revisor Wealth Management
Ohio
$11.3M +$7.8M +262,274 +223%
AAS
80
Avantax Advisory Services
Texas
$10.8M +$775K +26,045 +8%
CCMG
81
Clark Capital Management Group
Pennsylvania
$10.7M +$2.39M +80,246 +29%
RL
82
Rogco LP
Oklahoma
$10.1M +$455K +15,290 +5%
CW
83
CreativeOne Wealth
Kansas
$10.1M +$970K +32,589 +11%
Marshall Wace
84
Marshall Wace
United Kingdom
$10.1M +$4.4M +148,000 +78%
PFPT
85
Pinnacle Financial Partners (Tennessee)
Tennessee
$10M +$18.9K +635 +0.2%
OPPS
86
Obsidian Personal Planning Solutions
Maryland
$10M -$1.94M -65,064 -16%
Carson Wealth (CWM LLC)
87
Carson Wealth (CWM LLC)
Nebraska
$9.7M +$3.9M +131,203 +67%
Deutsche Bank
88
Deutsche Bank
Germany
$9.39M
CFD
89
Creative Financial Designs
Indiana
$9.33M -$11.7M -392,485 -56%
AI
90
Auour Investments
Massachusetts
$9.28M +$4.37M +146,988 +89%
GWM
91
Geneos Wealth Management
Colorado
$9.22M -$6.9K -232 -0.1%
ASN
92
Advisory Services Network
Georgia
$9.16M +$784K +26,357 +9%
RA
93
RFG Advisory
Alabama
$8.62M +$2.75M +92,411 +47%
VIM
94
Vista Investment Management
Pennsylvania
$8.52M +$888K +29,842 +12%
DIM
95
DLK Investment Management
California
$8.51M +$432K +14,528 +5%
FCIM
96
Fairview Capital Investment Management
California
$8.39M +$115K +3,875 +1%
BHWA
97
Beacon Harbor Wealth Advisors
Virginia
$8.09M +$454K +15,258 +6%
WI
98
WrapManager Inc
California
$8.05M +$1.78M +59,719 +28%
SFP
99
Sweet Financial Partners
Minnesota
$7.97M +$257K +8,622 +3%
AI
100
Atria Investments
North Carolina
$7.89M +$4.92M +165,365 +166%