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State Street SPDR Portfolio Short Term Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MAFM
151
Mid Atlantic Financial Management
Pennsylvania
$1.96M +$130K +4,193 +7%
CSA
152
Cottage Street Advisors
Massachusetts
$1.9M +$14.4K +463 +0.8%
FAAS
153
First Allied Advisory Services
California
$1.87M +$1.14M +36,644 +158%
FIM
154
Frontier Investment Management
Texas
$1.86M -$50.5K -1,628 -3%
LGWM
155
Litman Gregory Wealth Management
California
$1.85M +$151K +4,868 +9%
FC
156
FCA Corp
Texas
$1.84M +$38.8K +1,252 +2%
Prudential Financial
157
Prudential Financial
New Jersey
$1.83M +$1.81M +58,389 New
HVIA
158
Hudson Valley Investment Advisors
New York
$1.76M +$1.74M +56,221 New
RIM
159
Rockbridge Investment Management
New York
$1.74M +$1.72M +55,508 New
VSWA
160
Vontobel Swiss Wealth Advisors
Switzerland
$1.72M -$171K -5,531 -9%
Commonwealth Equity Services
161
Commonwealth Equity Services
Massachusetts
$1.55M +$78.2K +2,522 +5%
PCM
162
Parsons Capital Management
Rhode Island
$1.49M +$10.6K +341 +0.7%
WR
163
Watson Rebecca
$1.48M +$66.6K +2,150 +5%
NGA
164
Naples Global Advisors
Florida
$1.46M +$209K +6,750 +17%
SW
165
SkyOak Wealth
Michigan
$1.45M -$232K -7,475 -14%
CFG
166
Cooper Financial Group
California
$1.43M +$129K +4,168 +10%
FAIM
167
Financial Advocates Investment Management
Washington
$1.4M +$602K +19,405 +77%
HighTower Advisors
168
HighTower Advisors
Illinois
$1.39M +$299K +9,654 +28%
CAPTRUST Financial Advisors
169
CAPTRUST Financial Advisors
North Carolina
$1.37M -$29.5K -951 -2%
22CM
170
20/20 Capital Management
California
$1.33M -$493K -15,907 -27%
RC
171
Roundview Capital
New Jersey
$1.29M -$39.3K -1,269 -3%
CW
172
CreativeOne Wealth
Kansas
$1.25M +$249K +8,033 +25%
GCA
173
Gradient Capital Advisors
California
$1.25M -$15.1K -486 -1%
HIM
174
Hanlon Investment Management
New Jersey
$1.24M -$242K -7,799 -17%
Mariner
175
Mariner
Kansas
$1.23M +$828K +26,709 +216%