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State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN

Name Holding Trade Value Shares
Change 		Change in
Stake
RBC
301
Roble Belko & Company
Pennsylvania
$8K – – –
T
302
Transce3nd
Texas
$7.71K +$7.72K +251 New
SS
303
SBI Securities
Japan
$7.65K +$7.66K +249 New
AWM
304
AllSquare Wealth Management
New York
$6.15K – – –
NA
305
NewEdge Advisors
Louisiana
$5.46K -$984 -32 -15%
PA
306
Parallel Advisors
California
$5.1K +$4.12K +134 +419%
AWM
307
Angeles Wealth Management
California
$4.95K – – –
HNB
308
Huntington National Bank
Ohio
$4.18K – – –
TFA
309
Transamerica Financial Advisors
Florida
$4K -$1.23K -40 -28%
PWMG
310
Prestige Wealth Management Group
New Jersey
$4K – – –
GWMI
311
Guardian Wealth Management (Illinois)
Illinois
$3.52K +$62 +2 +2%
SWM
312
Spire Wealth Management
Virginia
$3.42K – – –
IA
313
IFP Advisors
Florida
$3.04K -$20.4K -662 -87%
GM
314
GeoWealth Management
Illinois
$2.89K -$1.59M -51,728 -100%
TRCT
315
Tower Research Capital (TRC)
New York
$2.61K -$431 -14 -14%
MWA
316
Medallion Wealth Advisors
Connecticut
$2.47K +$2.46K +80 New
AIM
317
Astor Investment Management
Illinois
$2.09K -$19.9M -647,861 -100%
LIS
318
Legacy Investment Solutions
Idaho
$2.03K -$6K -195 -75%
LWMI
319
Legacy Wealth Management (Idaho)
Idaho
$2.03K -$6K -195 -75%
NWWA
320
New Wave Wealth Advisors
Arkansas
$1.94K -$221K -7,184 -99%
DP
321
Denver PWM
Colorado
$1.38K +$1.38K +45 New
GWANC
322
Guardian Wealth Advisors (North Carolina)
North Carolina
$983 – – –
RWPA
323
Richard W. Paul & Associates
Michigan
$922 -$431 -14 -32%
GI
324
GS Investments
Minnesota
$922 – – –
NS
325
NBC Securities
Alabama
$901 -$959K -31,187 -100%
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13
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