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State Street Ultra Short Term Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WCFA
51
Walkner Condon Financial Advisors
Wisconsin
$571K
HI
52
Harbour Investments
Wisconsin
$540K +$146K +3,627 +37%
RWP
53
RWA Wealth Partners
Massachusetts
$538K +$537K +13,353 New
Commonwealth Equity Services
54
Commonwealth Equity Services
Massachusetts
$499K +$64.6K +1,606 +15%
GKWIM
55
Gerber Kawasaki Wealth & Investment Management
California
$497K -$32.2K -800 -6%
SWM
56
Seed Wealth Management
Illinois
$479K +$237K +5,900 +98%
Comerica Bank
57
Comerica Bank
Texas
$474K +$473K +11,763 New
SCM
58
SOL Capital Management
Maryland
$471K
PIM
59
Penobscot Investment Management
Massachusetts
$443K -$4.83K -120 -1%
VCP
60
Verus Capital Partners
Arizona
$433K +$433K +10,763 New
CPW
61
Catalyst Private Wealth
California
$403K
CWMGP
62
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$394K +$4.5K +112 +1%
SPC
63
Sigma Planning Corp
Michigan
$371K +$370K +9,203 New
TPA
64
Trivium Point Advisory
Connecticut
$360K -$97.7K -2,431 -21%
CIA
65
Cape Investment Advisory
Georgia
$345K +$2.37K +59 +0.7%
B
66
Bridgeworth
Alabama
$332K +$30K +745 +10%
Bank of New York Mellon
67
Bank of New York Mellon
New York
$324K -$1.84M -45,834 -85%
HighTower Advisors
68
HighTower Advisors
Illinois
$297K +$297K +7,394 New
ARC
69
Advisor Resource Council
Texas
$296K -$807K -20,078 -73%
RFN
70
Redwood Financial Network
Ohio
$289K +$288K +7,165 New
CAPTRUST Financial Advisors
71
CAPTRUST Financial Advisors
North Carolina
$284K
TC
72
Trilogy Capital
California
$279K +$33K +820 +13%
WAS
73
Winch Advisory Services
Wisconsin
$272K -$36.9K -917 -12%
NFSG
74
Newbridge Financial Services Group
Florida
$269K -$54.7K -1,360 -17%
CB
75
Cadence Bank
Mississippi
$266K