We are live on ! Find out more
FLRN icon

State Street SPDR Bloomberg Investment Grade Floating Rate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFS
226
Cannon Financial Strategists
Georgia
$327K +$325K +10,648 New
US Bancorp
227
US Bancorp
Minnesota
$319K
SIA
228
Strategic Investment Advisors
Michigan
$312K +$3.3K +108 +1%
LMKC
229
L.M. Kohn & Company
Ohio
$308K -$32.7K -1,071 -10%
APWA
230
Atlas Private Wealth Advisors
New Jersey
$308K +$307K +10,040 New
CCG
231
Chatham Capital Group
Georgia
$307K
KFP
232
KMG Fiduciary Partners
Ohio
$306K +$488 +16 +0.2%
SWM
233
Spire Wealth Management
Virginia
$304K -$82.8K -2,711 -21%
SSWM
234
Sheets Smith Wealth Management
North Carolina
$302K
SEI Investments
235
SEI Investments
Pennsylvania
$301K +$299K +9,805 New
HPA
236
High Probability Advisors
New York
$298K +$15.8K +517 +6%
CI
237
Ceera Investments
Texas
$283K -$79.1K -2,590 -22%
WF
238
Welch & Forbes
Massachusetts
$276K
NEPWA
239
New England Private Wealth Advisors
Massachusetts
$275K +$3.63K +119 +1%
PTC
240
Private Trust Company
Ohio
$270K +$5.68K +186 +2%
William Blair & Company
241
William Blair & Company
Illinois
$257K -$30.4K -996 -11%
SWM
242
Seed Wealth Management
Illinois
$246K -$61.1K -2,000 -20%
LNC
243
Lincoln National Corp
Pennsylvania
$238K +$237K +7,767 New
AWA
244
Arete Wealth Advisors
Illinois
$237K -$143K -4,697 -38%
CAG
245
Curtis Advisory Group
California
$235K
EIA
246
Eldridge Investment Advisors
New Hampshire
$235K -$74.4K -2,437 -24%
AI
247
Auour Investments
Massachusetts
$228K +$227K +7,437 New
WIA
248
World Investment Advisors
California
$228K
CT
249
Caldwell Trust
Florida
$228K -$5.8K -190 -2%
PWMG
250
Prestige Wealth Management Group
New Jersey
$218K