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State Street Ultra Short Term Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Destination Wealth Management
76
Destination Wealth Management
California
$395K – – –
TC
77
Trilogy Capital
California
$393K – – –
RFS
78
Richardson Financial Services
Massachusetts
$391K – – –
CAPTRUST Financial Advisors
79
CAPTRUST Financial Advisors
North Carolina
$348K +$2.51K +62 +0.7%
WAP
80
Wealthcare Advisory Partners
Pennsylvania
$339K +$338K +8,341 New
PIA
81
Perennial Investment Advisors
California
$337K +$13K +321 +4%
CA
82
Continuum Advisory
Idaho
$331K -$127K -3,140 -28%
Kingswood Wealth Advisors
83
Kingswood Wealth Advisors
California
$321K +$17.5K +433 +6%
Great Valley Advisor Group
84
Great Valley Advisor Group
Delaware
$309K +$308K +7,598 New
Oppenheimer & Co
85
Oppenheimer & Co
New York
$296K +$295K +7,287 New
Independent Financial Group
86
Independent Financial Group
California
$295K +$64.8K +1,600 +28%
LGW
87
Leslie Global Wealth
Illinois
$288K +$56.8K +1,402 +25%
CB
88
Cadence Bank
Mississippi
$268K – – –
PNC Financial Services Group
89
PNC Financial Services Group
Pennsylvania
$267K +$54.9K +1,356 +26%
CIA
90
Cape Investment Advisory
Georgia
$266K -$3.16K -78 -1%
CWA
91
Canvas Wealth Advisors
Kansas
$264K – – –
WAS
92
Winch Advisory Services
Wisconsin
$256K +$1.86K +46 +0.7%
FTS
93
Fifth Third Securities
Ohio
$252K +$46.5K +1,149 +23%
Bank of New York Mellon
94
Bank of New York Mellon
New York
$250K +$249K +6,155 New
RFN
95
Redwood Financial Network
Ohio
$241K -$7.98K -197 -3%
WAM
96
Worth Asset Management
Texas
$241K – – –
CF
97
Collier Financial
Colorado
$238K -$45.3K -1,119 -16%
TI
98
TrueMark Investments
Illinois
$237K +$236K +5,818 New
Ameriprise
99
Ameriprise
Minnesota
$232K – – –
SFS
100
Symphony Financial Services
Ohio
$218K +$215K +5,300 New