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State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN

Name Holding Trade Value Shares
Change 		Change in
Stake
TA
226
Tactive Advisors
Florida
$347K -$58.7K -1,907 -14%
VIM
227
Vista Investment Management
Pennsylvania
$345K +$23.5K +765 +7%
PWM
228
Perigon Wealth Management
California
$331K +$331K +10,755 New
MWM
229
Mosley Wealth Management
California
$327K -$62.9K -2,044 -16%
BAMG
230
Brand Asset Management Group
Missouri
$323K – – –
VIP
231
Vantage Investment Partners
Missouri
$319K – – –
DJSG
232
D.J. St. Germain
Massachusetts
$311K -$40.2K -1,305 -11%
RFP
233
Root Financial Partners
California
$311K +$18.6K +606 +6%
SAM
234
Synergy Asset Management
Washington
$308K – – –
CW
235
Cornerstone Wealth
Tennessee
$303K +$302K +9,828 New
AI
236
Auour Investments
Massachusetts
$303K -$523 -17 -0.2%
APP
237
Avantax Planning Partners
Iowa
$297K – – –
VT
238
Vise Technologies
New York
$292K – – –
MA
239
MCF Advisors
Kentucky
$292K -$45.4K -1,476 -13%
WG
240
Warner Group
Connecticut
$290K +$290K +9,427 New
OFG
241
Opulen Financial Group
Virginia
$290K -$20.8K -677 -7%
SC
242
Scotia Capital
Ontario, Canada
$289K -$97.1K -3,154 -25%
RWM
243
Riverbend Wealth Management
South Carolina
$280K +$28K +911 +11%
CPSAC
244
Chas P. Smith & Associates (CPS)
Florida
$269K – – –
KOC
245
Koss-Olinger Consulting
Florida
$261K +$261K +8,470 New
TCM
246
Traub Capital Management
Massachusetts
$258K +$50.2K +1,630 +24%
RCM
247
Raleigh Capital Management
North Carolina
$256K +$1.63K +53 +0.6%
VWM
248
Vermillion Wealth Management
Minnesota
$256K -$55.3K -1,797 -18%
NAM
249
NTV Asset Management
West Virginia
$248K -$41K -1,332 -14%
LBC
250
Lane Brothers & Co
Arizona
$240K -$38.7K -1,258 -14%
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