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State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN

Name Holding Trade Value Shares
Change 		Change in
Stake
JFA
301
JNBA Financial Advisors
Minnesota
$2K – – –
HGWM
302
Harvest Group Wealth Management
Massachusetts
$1K -$64.8K -2,109 -98%
Fidelity Investments
303
Fidelity Investments
Massachusetts
$1K -$3.93K -128 -75%
Carson Wealth (CWM LLC)
304
Carson Wealth (CWM LLC)
Nebraska
$1K – – –
Citadel Advisors
305
Citadel Advisors
Florida
– -$27.8M -904,707 Closed
TWA
306
Tillar-Wenstrup Advisors
Ohio
– -$16.4M -534,403 Closed
CM
307
Columbus Macro
Pennsylvania
– -$7.51M -244,178 Closed
ACM
308
Advisors Capital Management
New Jersey
– -$3.77M -122,707 Closed
AP
309
Advisors Preferred
Maryland
– -$3M -97,450 Closed
BCM
310
Bluefin Capital Management
New York
– -$2.29M -74,623 Closed
Janney Montgomery Scott
311
Janney Montgomery Scott
Pennsylvania
– -$1.89M -61,491 Closed
FNC
312
First National Corp
Massachusetts
– -$1.36M -44,390 Closed
LWAC
313
Laurel Wealth Advisors (California)
California
– -$997K -32,416 Closed
CHP
314
Cable Hill Partners
Oregon
– -$710K -23,072 Closed
PAG
315
Pinnacle Advisory Group
Maryland
– -$564K -18,348 Closed
Stifel Financial
316
Stifel Financial
Missouri
– -$518K -16,862 Closed
AWMS
317
Advocacy Wealth Management Services
Georgia
– -$512K -16,641 Closed
NEIRG
318
New England Investment & Retirement Group
Massachusetts
– -$499K -16,238 Closed
QCM
319
Quest Capital Management
Texas
– -$444K -14,447 Closed
MCP
320
Mirador Capital Partners
California
– -$439K -14,282 Closed
BAM
321
Berkshire Asset Management
Pennsylvania
– -$404K -13,141 Closed
SEIA
322
Signature Estate & Investment Advisors
California
– -$402K -13,074 Closed
HIS
323
Harvest Investment Services
Illinois
– -$372K -12,153 Closed
FA
324
FDx Advisors
Illinois
– -$349K -11,336 Closed
CAN
325
Cetera Advisor Networks
California
– -$316K -10,301 Closed
10 11 12
13
14