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State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN

Name Holding Trade Value Shares
Change 		Change in
Stake
LCM
226
Lunt Capital Management
Utah
$316K +$20.2K +656 +7%
PTC
227
Private Trust Company
Ohio
$315K +$31.8K +1,032 +11%
BHA
228
Beech Hill Advisors
New York
$312K +$11.5K +375 +4%
CCG
229
Chatham Capital Group
Georgia
$309K – – –
FW
230
FullCircle Wealth
Texas
$308K +$308K +9,992 New
LMKC
231
L.M. Kohn & Company
Ohio
$307K +$60.4K +1,963 +25%
IA
232
IFG Advisory
Georgia
$301K +$300K +9,743 New
HAS
233
HBW Advisory Services
California
$299K +$299K +9,706 New
MFG
234
Merit Financial Group
Georgia
$296K -$19.7K -639 -6%
NEPWA
235
New England Private Wealth Advisors
Massachusetts
$294K +$4.31K +140 +1%
IHWM
236
Iron Horse Wealth Management
Iowa
$290K -$4.89K -159 -2%
FCM
237
Fourpath Capital Management
Oklahoma
$285K -$194K -6,299 -41%
TI
238
TrueMark Investments
Illinois
$278K +$278K +9,016 New
CCG
239
Ceeto Capital Group
Florida
$278K – – –
JWCA
240
J.W. Cole Advisors
Florida
$277K +$17.3K +561 +7%
KOC
241
Koss-Olinger Consulting
Florida
$267K +$266K +8,648 New
PWM
242
Perigon Wealth Management
California
$264K -$9.94K -323 -4%
CPRC
243
Consolidated Portfolio Review Corp
New York
$257K – – –
NGA
244
Naples Global Advisors
Florida
$257K -$19.7K -640 -7%
MMA
245
Miracle Mile Advisors
California
$252K – – –
CAG
246
Curtis Advisory Group
California
$227K -$9.57K -311 -4%
CCM
247
Crabel Capital Management
California
$227K -$25.1K -816 -10%
GGS
248
Galvin Gaustad & Stein
Arizona
$224K – – –
SF
249
Summit Financial
New Jersey
$217K +$216K +7,020 New
RCM
250
Raleigh Capital Management
North Carolina
$216K -$160K -5,193 -43%
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