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State Street Ultra Short Term Bond ETF
ULST

Name Holding Trade Value Shares
Change 		Change in
Stake
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$145M +$17.6M +434,344 +14%
LPL Financial
2
LPL Financial
California
$75.8M +$3.66M +90,240 +5%
AC
3
Avestar Capital
New York
$27.1M -$2.56M -63,085 -9%
PWM
4
PTM Wealth Management
United States
$26.8M +$2.03M +50,093 +8%
Morgan Stanley
5
Morgan Stanley
New York
$24.7M -$2.29M -56,286 -8%
BW
6
BIP Wealth
Georgia
$22.5M +$573K +14,112 +3%
AQR Capital Management
7
AQR Capital Management
Connecticut
$20M +$13.9M +343,176 +231%
Raymond James Financial
8
Raymond James Financial
Florida
$10.1M -$76.2K -1,876 -0.8%
IC
9
IEQ Capital
California
$9.57M -$136K -3,356 -1%
DK
10
David Kennon
Florida
$8.21M -$372K -9,163 -4%
Bank of America
11
Bank of America
North Carolina
$8.2M -$2.93M -72,280 -26%
Wealth Enhancement Advisory Services
12
Wealth Enhancement Advisory Services
Minnesota
$6.14M -$709K -17,458 -10%
OWA
13
ORBA Wealth Advisors
Illinois
$5.89M +$1.07M +26,427 +22%
WWM
14
WT Wealth Management
Arizona
$4.6M +$914K +22,523 +25%
MSAM
15
Moloney Securities Asset Management
Missouri
$3.64M -$39.6K -976 -1%
NFG
16
Norris Financial Group
South Carolina
$3.48M -$1.57M -38,605 -31%
BFS
17
BridgePort Financial Solutions
Iowa
$3.09M +$3.09M +76,009 New
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$2.94M -$183K -4,503 -6%
TPWA
19
TRUE Private Wealth Advisors
Oregon
$2.78M +$2.78M +68,411 New
VCP
20
Verus Capital Partners
Arizona
$2.64M +$117K +2,881 +5%
UBS Group
21
UBS Group
Switzerland
$2.55M -$77K -1,897 -3%
Osaic Holdings
22
Osaic Holdings
Arizona
$2.55M +$1.29M +31,675 +103%
EWM
23
Elmwood Wealth Management
California
$2.04M +$147K +3,619 +8%
BWMG
24
Barnes Wealth Management Group
California
$1.99M -$14K -344 -0.7%
Thrivent Financial for Lutherans
25
Thrivent Financial for Lutherans
Minnesota
$1.91M +$1.91M +46,985 New
1
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