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State Street SPDR Bloomberg Investment Grade Floating Rate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NWWA
226
New Wave Wealth Advisors
Arkansas
$375K +$162K +5,274 +77%
AWA
227
Arkadios Wealth Advisors
Georgia
$371K +$370K +12,010 New
AF
228
Allworth Financial
California
$369K -$259K -8,427 -41%
SWM
229
Silverlake Wealth Management
Vermont
$363K -$21.2K -690 -6%
SAG
230
SageView Advisory Group
California
$362K -$61.2K -1,989 -15%
VFS
231
Valpey Financial Services
New Hampshire
$359K +$10.3K +336 +3%
MOS
232
MGO One Seven
Ohio
$359K +$358K +11,623 New
Rockefeller Capital Management
233
Rockefeller Capital Management
New York
$358K -$504K -16,375 -59%
BFG
234
Beacon Financial Group
Texas
$354K -$41.6K -1,352 -11%
NB
235
NBT Bank
New York
$345K +$299K +9,730 +669%
MMA
236
Miracle Mile Advisors
California
$343K -$6.25K -203 -2%
HAG
237
HighPoint Advisor Group
Illinois
$342K -$27.8K -903 -8%
OWA
238
Octavia Wealth Advisors
Ohio
$339K -$29.9K -970 -8%
HFA
239
Hershey Financial Advisers
Pennsylvania
$327K -$180K -5,858 -36%
BAMG
240
Brand Asset Management Group
Missouri
$323K
IA
241
IFG Advisory
Georgia
$316K +$315K +10,227 New
EMAM
242
Encompass More Asset Management
California
$309K +$308K +10,001 New
SAM
243
Synergy Asset Management
Washington
$309K
AI
244
Auour Investments
Massachusetts
$307K +$3.51K +114 +1%
CAGAS
245
Capital Advisory Group Advisory Services
Minnesota
$305K -$359K -11,679 -54%
SB
246
Strategic Blueprint
Georgia
$305K +$83.7K +2,720 +38%
CW
247
Cornerstone Wealth
Tennessee
$303K
APP
248
Avantax Planning Partners
Iowa
$298K
MA
249
MCF Advisors
Kentucky
$295K +$2.06K +67 +0.7%
Mercer Global Advisors
250
Mercer Global Advisors
Colorado
$294K -$113K -3,680 -28%