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State Street SPDR Bloomberg Investment Grade Floating Rate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCG
226
Chatham Capital Group
Georgia
$307K
AI
227
Auour Investments
Massachusetts
$303K -$293K -9,523 -49%
MMA
228
Miracle Mile Advisors
California
$298K +$28.2K +915 +10%
APP
229
Avantax Planning Partners
Iowa
$296K -$151K -4,903 -34%
RFP
230
Root Financial Partners
California
$292K
VT
231
Vise Technologies
New York
$292K
TWM
232
Trevian Wealth Management
Massachusetts
$290K +$290K +9,422 New
NAM
233
NTV Asset Management
West Virginia
$289K -$15.4K -502 -5%
HAG
234
HighPoint Advisor Group
Illinois
$285K +$285K +9,272 New
LBC
235
Lane Brothers & Co
Arizona
$278K +$279K +9,060 New
MW
236
MBL Wealth
North Carolina
$269K +$269K +8,747 New
CPSAC
237
Chas P. Smith & Associates (CPS)
Florida
$268K +$269K +8,737 New
KBFS
238
Kohmann Bosshard Financial Services
Ohio
$265K
Northern Trust
239
Northern Trust
Illinois
$262K
RCM
240
Raleigh Capital Management
North Carolina
$254K +$255K +8,279 New
MWP
241
Meriwether Wealth & Planning
Louisiana
$253K -$3.82K -124 -1%
RWM
242
Riverbend Wealth Management
South Carolina
$252K +$252K +8,187 New
LAS
243
Lloyd Advisory Services
Georgia
$246K +$246K +8,001 New
NGA
244
Naples Global Advisors
Florida
$237K
PI
245
PFG Investments
New York
$234K +$4.8K +156 +2%
HPBT
246
Hickory Point Bank & Trust
Illinois
$230K
CSP
247
Cary Street Partners
Virginia
$228K
AFP
248
Ausdal Financial Partners
Iowa
$227K +$228K +7,394 New
GWM
249
GSB Wealth Management
Connecticut
$226K -$58K -1,885 -20%
TC
250
Trilogy Capital
California
$226K -$231K -7,500 -51%