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State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Orgel Wealth Management
1
Orgel Wealth Management
Wisconsin
USD 168 M +USD 99 M +3,220,941 +143%
Raymond James & Associates
2
Raymond James & Associates
Florida
USD 141 M +USD 24.1 M +784,469 +21%
Avantax Planning Partners
3
Avantax Planning Partners
Iowa
USD 82.8 M +USD 1.78 M +57,924 +2%
RiverFront Investment Group
4
RiverFront Investment Group
Virginia
USD 78 M +USD 78.2 M +2,544,548 Nuevas
Morgan Stanley
5
Morgan Stanley
New York
USD 44.6 M +USD 7.68 M +249,881 +21%
BlackRock
6
BlackRock
New York
USD 20.8 M – – –
KeyBank National Association
7
KeyBank National Association
Ohio
USD 19.7 M +USD 3.89 M +126,560 +25%
Relaxing Retirement Coach
8
Relaxing Retirement Coach
Massachusetts
USD 17 M +USD 17 M +554,127 Nuevas
UBS Group
9
UBS Group
Switzerland
USD 15.8 M +USD 1.16 M +37,740 +8%
Penobscot Investment Management
10
Penobscot Investment Management
Massachusetts
USD 13.9 M +USD 3.09 M +100,430 +28%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
USD 13.7 M +USD 13.7 M +445,407 Nuevas
Raymond James Financial Services Advisors
12
Raymond James Financial Services Advisors
Florida
USD 12.7 M +USD 2.25 M +73,357 +22%
Bank of America
13
Bank of America
North Carolina
USD 12.5 M -USD 109 k -3,541 -0.9%
William Blair & Company
14
William Blair & Company
Illinois
USD 12.2 M +USD 10.2 M +332,605 +518%
Mariner
15
Mariner
Kansas
USD 9.6 M +USD 7.91 M +257,581 +472%
MFA Wealth Advisors
16
MFA Wealth Advisors
Pennsylvania
USD 8.69 M +USD 8.68 M +282,509 Nuevas
3AM
17
3D Asset Management
Connecticut
USD 8.22 M +USD 153 k +4,986 +2%
Mirae Asset Global Investments
18
Mirae Asset Global Investments
South Korea
USD 7.46 M +USD 3.97 M +129,058 +113%
Hartford Financial Management
19
Hartford Financial Management
Connecticut
USD 6.7 M +USD 29.9 k +974 +0.4%
Harbor Advisory Corp
20
Harbor Advisory Corp
New Hampshire
USD 6.61 M +USD 6.62 M +215,580 Nuevas
Boston Advisors
21
Boston Advisors
Massachusetts
USD 6.58 M -USD 1.17 M -37,924 -15%
Baird Financial Group
22
Baird Financial Group
Wisconsin
USD 6.19 M +USD 417 k +13,568 +7%
Lincoln Capital Corp
23
Lincoln Capital Corp
Rhode Island
USD 6.06 M -USD 354 k -11,522 -6%
Wells Fargo
24
Wells Fargo
California
USD 6.06 M +USD 613 k +19,959 +11%
UBP Investment Advisors
25
UBP Investment Advisors
Switzerland
USD 6.04 M +USD 6.05 M +197,013 Nuevas
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