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State Street SPDR Portfolio Short Term Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
B
176
Bailard
California
$2.06M -$195K -6,232 -9%
MWC
177
MBM Wealth Consultants
Missouri
$2.05M -$5.44M -173,509 -73%
VFA
178
Voya Financial Advisors
Connecticut
$2.04M +$625K +19,950 +44%
LGWM
179
Litman Gregory Wealth Management
California
$1.99M -$231K -7,368 -10%
FC
180
FCA Corp
Texas
$1.93M -$9.06K -289 -0.5%
SEI Investments
181
SEI Investments
Pennsylvania
$1.92M -$1.41M -45,000 -42%
MPWT
182
MassMutual Private Wealth & Trust
Connecticut
$1.84M -$51.5K -1,644 -3%
EWM
183
Echo Wealth Management
Minnesota
$1.81M +$283K +9,043 +18%
B
184
Bridgeworth
Alabama
$1.79M -$116K -3,708 -6%
GCM
185
Gibraltar Capital Management
Oklahoma
$1.77M -$189K -6,028 -10%
CFG
186
Cooper Financial Group
California
$1.69M +$188K +5,985 +12%
GWM
187
Greenwich Wealth Management
Connecticut
$1.69M -$427K -13,633 -20%
SRC
188
Shufro Rose & Co
New York
$1.68M -$27.6M -881,758 -94%
CWA
189
Clearview Wealth Advisors
Oregon
$1.68M +$390K +12,450 +30%
BSWM
190
Boston Standard Wealth Management
Massachusetts
$1.68M +$369K +11,765 +28%
RIM
191
Rockbridge Investment Management
New York
$1.65M -$71.2K -2,271 -4%
NGA
192
Naples Global Advisors
Florida
$1.59M +$164K +5,226 +12%
Charles Schwab
193
Charles Schwab
California
$1.56M -$148K -4,731 -9%
CSA
194
Cottage Street Advisors
Massachusetts
$1.56M +$27.7K +884 +2%
Commonwealth Equity Services
195
Commonwealth Equity Services
Massachusetts
$1.54M -$538K -17,150 -26%
RFO
196
RiverGlades Family Offices
Florida
$1.52M +$104K +3,315 +7%
UFA
197
US Financial Advisors
Massachusetts
$1.48M +$74.8K +2,387 +5%
LA
198
LexAurum Advisors
Kansas
$1.44M +$342K +10,919 +31%
RC
199
Roundview Capital
New Jersey
$1.37M +$88.7K +2,830 +7%
UCFA
200
United Capital Financial Advisors
Texas
$1.34M +$8.93K +285 +0.7%