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State Street Ultra Short Term Bond ETF
ULST

Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
1
LPL Financial
California
$56M +$3.69M +91,332 +7%
Morgan Stanley
2
Morgan Stanley
New York
$31M +$3M +74,220 +11%
BW
3
BIP Wealth
Georgia
$26.9M +$3.11M +76,924 +13%
AC
4
Avestar Capital
New York
$25.4M +$1.56M +38,718 +7%
PWM
5
PTM Wealth Management
United States
$20.8M +$1.77M +43,742 +9%
AQR Capital Management
6
AQR Capital Management
Connecticut
$14.5M -$4.11M -101,644 -22%
Raymond James Financial
7
Raymond James Financial
Florida
$11M -$175K -4,339 -2%
Bank of America
8
Bank of America
North Carolina
$11M -$210K -5,195 -2%
SP
9
Stablepoint Partners
Massachusetts
$8.93M +$206K +5,106 +2%
OWA
10
ORBA Wealth Advisors
Illinois
$6.39M +$1.42M +35,169 +29%
NFG
11
Norris Financial Group
South Carolina
$4.98M +$680K +16,823 +16%
Wealth Enhancement Advisory Services
12
Wealth Enhancement Advisory Services
Minnesota
$4.83M -$65.3K -1,617 -1%
DK
13
David Kennon
Florida
$4.29M -$59.9K -1,483 -1%
KDA
14
Kraft Davis & Associates
Missouri
$4.23M +$4.24M +104,871 New
WWM
15
WT Wealth Management
Arizona
$3.21M +$314K +7,782 +11%
UBS Group
16
UBS Group
Switzerland
$2.99M -$580K -14,351 -16%
VCP
17
Verus Capital Partners
Arizona
$2.92M +$400K +9,900 +16%
BFS
18
BridgePort Financial Solutions
Iowa
$2.78M -$303K -7,500 -10%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$2.4M -$47.4K -1,173 -2%
Focus Partners Wealth
20
Focus Partners Wealth
Massachusetts
$2.29M +$2.21M +54,602 +2,738%
CWMS
21
Cannon Wealth Management Services
North Carolina
$2.17M +$159K +3,937 +8%
EWM
22
Elmwood Wealth Management
California
$2.02M +$76.1K +1,883 +4%
Osaic Holdings
23
Osaic Holdings
Arizona
$1.96M -$134K -3,328 -6%
BWMG
24
Barnes Wealth Management Group
California
$1.93M -$86.8K -2,149 -4%
GVCM
25
Global View Capital Management
Wisconsin
$1.86M +$46.1K +1,142 +3%
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