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State Street SPDR Portfolio Short Term Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GIA
201
Gladstone Institutional Advisory
Florida
$2.66M +$225K +7,613 +9%
MPWT
202
MassMutual Private Wealth & Trust
Connecticut
$2.64M +$1.22M +41,385 +86%
CWA
203
Clearview Wealth Advisors
Oregon
$2.63M -$70.6K -2,391 -3%
CPRC
204
Consolidated Portfolio Review Corp
New York
$2.58M +$261K +8,831 +11%
Kovitz Investment Group Partners
205
Kovitz Investment Group Partners
Illinois
$2.55M -$731K -24,775 -22%
PCA
206
Prosperity Capital Advisors
Ohio
$2.55M +$1.44M +48,834 +129%
OGF
207
Orin Green Financial
California
$2.54M +$12.8K +432 +0.5%
GM
208
GeoWealth Management
Illinois
$2.48M +$406K +13,768 +19%
CA
209
CSM Advisors
Pennsylvania
$2.46M
NRA
210
NSI Retail Advisors
Pennsylvania
$2.46M
HAS
211
HBW Advisory Services
California
$2.44M +$1.88M +63,726 +331%
JIR
212
James Investment Research
Ohio
$2.42M -$194K -6,581 -7%
HF
213
HRT Financial
New York
$2.4M +$2.41M +81,550 New
AWM
214
Apollon Wealth Management
South Carolina
$2.39M +$1.18M +39,895 +97%
LWMG
215
Levy Wealth Management Group
Pennsylvania
$2.38M -$241K -8,153 -9%
TPW
216
Transatlantique Private Wealth
New York
$2.35M -$78.4K -2,656 -3%
LFG
217
Larson Financial Group
Missouri
$2.32M -$58K -1,963 -2%
SIA
218
SeaBridge Investment Advisors
New Jersey
$2.31M -$1.25M -42,286 -35%
AWA
219
Arete Wealth Advisors
Illinois
$2.31M +$78.5K +2,659 +4%
Koshinski Asset Management
220
Koshinski Asset Management
Illinois
$2.3M -$1.98M -67,146 -46%
RWM
221
Rockwood Wealth Management
Pennsylvania
$2.28M -$14.6K -493 -0.6%
Mercer Global Advisors
222
Mercer Global Advisors
Colorado
$2.27M -$282K -9,554 -11%
LFA
223
Laraway Financial Advisors
Minnesota
$2.26M -$10.4K -352 -0.5%
KBFS
224
Kohmann Bosshard Financial Services
Ohio
$2.26M -$239K -8,104 -10%
DCM
225
DGS Capital Management
New Jersey
$2.23M +$92.4K +3,129 +4%