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State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN

Name Holding Trade Value Shares
Change 		Change in
Stake
GM
276
GeoWealth Management
Illinois
– -$2.93M -95,737 Closed
CWA
277
Centennial Wealth Advisory
Michigan
– -$2.54M -82,912 Closed
OWA
278
Outlook Wealth Advisors
Texas
– -$1.4M -45,844 Closed
AI
279
Atria Investments
North Carolina
– -$1.31M -42,859 Closed
ECA
280
Elevated Capital Advisors
Utah
– -$850K -27,791 Closed
MHS
281
M Holdings Securities
Oregon
– -$318K -10,382 Closed
CFAM
282
Center For Asset Management
Florida
– -$314K -10,251 Closed
LAS
283
Lloyd Advisory Services
Georgia
– -$287K -9,384 Closed
ASN
284
Advisory Services Network
Georgia
– -$287K -9,378 Closed
UCFA
285
United Capital Financial Advisors
Texas
– -$274K -8,956 Closed
BHWM
286
Bay Harbor Wealth Management
Maryland
– -$266K -8,694 Closed
MFW
287
Mosaic Family Wealth
Missouri
– -$253K -8,259 Closed
IP
288
Intellectus Partners
California
– -$230K -7,505 Closed
VBFP
289
Valtinson Bruner Financial Planning
Minnesota
– -$222K -7,264 Closed
NL
290
NWAM LLC
Washington
– -$214K -7,005 Closed
LWPC
291
Legacy Wealth Partners (California)
California
– -$209K -6,820 Closed
CGFA
292
Colton Groome Financial Advisors
North Carolina
– -$209K -6,819 Closed
WAS
293
Wealth Advisory Solutions
Indiana
– -$176K -5,757 -35%
FCH
294
Freestone Capital Holdings
Washington
– -$127K -4,167 Closed
PCA
295
Providence Capital Advisors
North Carolina
– -$74K -2,411 Closed
ARMC
296
American Research & Management Company
Massachusetts
– -$70K -2,300 Closed
SIM
297
Sonora Investment Management
Arizona
– -$48K -1,553 Closed
PWM
298
Perigon Wealth Management
California
– -$36K -1,188 Closed
HS
299
Horan Securities
United States
– -$12K -383 Closed
SIAG
300
Safeguard Investment Advisory Group
California
– -$1K -59 Closed
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