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State Street SPDR Bloomberg Investment Grade Floating Rate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWA
351
Evolution Wealth Advisors
Florida
-$390K -12,820 Closed
BW
352
Bison Wealth
Georgia
-$373K -12,166 Closed
MFGM
353
Marshall Financial Group (Maryland)
Maryland
-$295K -9,716 Closed
PCA
354
Prosperity Capital Advisors
Ohio
-$276K -9,085 Closed
FPCP
355
Fort Point Capital Partners
California
-$273K -8,989 Closed
OBWG
356
Onyx Bridge Wealth Group
New York
-$253K -8,285 Closed
CPWA
357
Cerro Pacific Wealth Advisors
California
-$248K -8,157 Closed
CCM
358
Crabel Capital Management
California
-$241K -7,925 Closed
SWM
359
Scissortail Wealth Management
Oklahoma
-$231K -7,575 Closed
WS
360
Wedbush Securities
California
-$229K -7,527 Closed
CAPTRUST Financial Advisors
361
CAPTRUST Financial Advisors
North Carolina
-$220K -7,252 Closed
Koshinski Asset Management
362
Koshinski Asset Management
Illinois
-$220K -7,235 Closed
M&T Bank
363
M&T Bank
New York
-$219K -7,200 Closed
JCIA
364
Jackson Creek Investment Advisors
Colorado
-$217K -7,155 Closed
SB
365
Strategic Blueprint
Georgia
-$203K -6,678 Closed
TAM
366
Tocqueville Asset Management
New York
-$201K -6,600 Closed
CIBC Private Wealth Group
367
CIBC Private Wealth Group
Georgia
-$311K -5,300 Closed
AWM
368
Accurate Wealth Management
Florida
-$66K -2,167 Closed
Rockefeller Capital Management
369
Rockefeller Capital Management
New York
-$48K -1,611 Closed
MCC
370
Money Concepts Capital
Florida
-$34.3K -1,128 Closed
EE
371
EWG Elevate
California
-$32.9K -1,082 Closed
RIA
372
Realta Investment Advisors
Delaware
-$27K -890 Closed
FWA
373
Freedom Wealth Alliance
Wisconsin
-$22.8K -750 Closed
HNWAG
374
High Net Worth Advisory Group
Florida
-$18.2K -600 Closed
RFS
375
Retirement Financial Solutions
Tennessee
-$17.3K -569 Closed