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State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB

Name Holding Trade Value Shares
Change 		Change in
Stake
BPWM
126
Badgley Phelps Wealth Managers
Washington
$6.15M +$541K +17,922 +10%
WCA
127
Westover Capital Advisors
Delaware
$6.07M -$50.7K -1,680 -0.8%
ZA
128
Zazove Associates
Nevada
$6.01M +$6.04M +200,000 New
DAM
129
Delta Asset Management
Tennessee
$5.72M -$33.1K -1,097 -0.6%
EWM
130
Empirical Wealth Management
Washington
$5.68M -$95.7K -3,170 -2%
CJ
131
Caitlin John
Michigan
$5.68M +$1.43M +47,218 +33%
IAA
132
Independent Advisor Alliance
North Carolina
$5.66M +$5.69M +188,352 New
MCP
133
Martin Capital Partners
Oregon
$5.53M -$30.9K -1,023 -0.6%
EAM
134
Eukles Asset Management
Ohio
$5.41M +$898K +29,743 +20%
CE
135
Cornerstone Enterprises
Wisconsin
$5.39M +$454K +15,038 +9%
CC
136
Climber Capital
Switzerland
$5.29M -$2.19M -72,475 -29%
FFA
137
Farther Finance Advisors
California
$5.28M +$3.54M +117,317 +200%
CWMS
138
Cannon Wealth Management Services
North Carolina
$5.24M +$195K +6,459 +4%
HH
139
Hilltop Holdings
Texas
$5.2M -$322K -10,677 -6%
P
140
&Partners
Tennessee
$5.16M -$152K -5,028 -3%
ATFA
141
All Terrain Financial Advisors
Minnesota
$5.05M +$95.7K +3,171 +2%
GAM
142
Gotham Asset Management
New York
$5M – – –
SCA
143
STALEY CAPITAL ADVISERS
Pennsylvania
$4.92M +$40.8K +1,350 +0.8%
MFG
144
Marmo Financial Group
Tennessee
$4.85M -$62.5K -2,072 -1%
RFO
145
RiverGlades Family Offices
Florida
$4.74M +$4.76M +157,642 New
SLA
146
Silver Lake Advisory
Utah
$4.7M +$192K +6,355 +4%
FIA
147
Foundations Investment Advisors
Arizona
$4.66M +$591K +19,590 +14%
BIG
148
Bush Investment Group
Georgia
$4.61M +$233K +7,729 +5%
SFM
149
Signet Financial Management
New Jersey
$4.54M -$79.1K -2,621 -2%
NEWAS
150
N.E.W. Advisory Services
Wisconsin
$4.53M -$22.9K -759 -0.5%
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