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State Street SPDR Bloomberg Investment Grade Floating Rate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AP
26
Advisors Preferred
Maryland
$1.79M +$646K +21,080 +57%
CWM
27
Cabot Wealth Management
Massachusetts
$1.77M +$287K +9,360 +19%
LPL Financial
28
LPL Financial
California
$1.76M -$79.2K -2,584 -4%
PCFFS
29
Pacific Center for Financial Services
California
$1.65M +$910K +29,669 +123%
AG
30
Advisor Group
Arizona
$1.6M +$787K +25,657 +97%
PAG
31
Private Advisor Group
New Jersey
$1.6M +$280K +9,126 +21%
NIA
32
Northstar Investment Advisors
Colorado
$1.57M +$1.57M +51,080 New
IAA
33
Independent Advisor Alliance
North Carolina
$1.47M +$1.46M +47,723 New
PIM
34
Penobscot Investment Management
Massachusetts
$1.45M +$674K +21,975 +88%
AIM
35
Avity Investment Management
Connecticut
$1.4M +$1.39M +45,445 New
AI
36
Atria Investments
North Carolina
$1.22M +$1.22M +39,746 New
William Blair & Company
37
William Blair & Company
Illinois
$1.2M +$1.2M +39,000 New
BOTW
38
Bank of the West
California
$1.09M
NEPWA
39
New England Private Wealth Advisors
Massachusetts
$1.04M +$3.37K +110 +0.3%
EDRH
40
Edmond de Rothschild Holding
Switzerland
$1M +$98.1K +3,200 +11%
TFA
41
Transamerica Financial Advisors
Florida
$956K -$103K -3,372 -10%
LCC
42
Lincoln Capital Corp
Rhode Island
$935K -$2.44M -79,538 -72%
LTFS
43
Ladenburg Thalmann Financial Services
Florida
$893K +$288K +9,393 +48%
CPO
44
Cerity Partners OCIO
New York
$801K +$799K +26,050 New
RPA
45
Rock Point Advisors
Vermont
$739K -$10.9K -355 -1%
HFS
46
HL Financial Services
Kentucky
$678K +$63.8K +2,081 +10%
CC
47
Courier Capital
New York
$599K +$116K +3,792 +24%
Citigroup
48
Citigroup
New York
$581K +$82.9K +2,705 +17%
CFMC
49
Curbstone Financial Management Corp
New Hampshire
$538K +$537K +17,500 New
AIA
50
Allegis Investment Advisors
Idaho
$527K +$526K +17,145 New