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State Street SPDR Bloomberg Investment Grade Floating Rate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
26
Bank of New York Mellon
New York
$20.9M +$12.9M +420,145 +156%
CPO
27
Cerity Partners OCIO
New York
$20.7M -$7.38M -241,143 -26%
Baird Financial Group
28
Baird Financial Group
Wisconsin
$20.6M -$4.14M -135,285 -17%
IWS
29
Insight Wealth Strategies
California
$20.5M +$20.7M +675,310 New
RRWA
30
Rainey & Randall Wealth Advisors
Florida
$19.8M +$8.21M +268,156 +70%
LYV
31
Live Your Vision
Pennsylvania
$19.3M -$2.1M -68,593 -10%
LPL Financial
32
LPL Financial
California
$19.2M +$6.5M +212,526 +51%
PCFFS
33
Pacific Center for Financial Services
California
$19.2M +$1.61M +52,471 +9%
KFA
34
Kays Financial Advisory
Georgia
$18.1M +$237K +7,743 +1%
FAAS
35
First Allied Advisory Services
California
$16.7M +$8.51M +277,982 +103%
ECML
36
Eagle Capital Management (Louisiana)
Louisiana
$16.3M +$204K +6,654 +1%
William Blair & Company
37
William Blair & Company
Illinois
$16.3M +$1.47M +48,008 +10%
SFS
38
Strategic Financial Services
New York
$15.3M +$527K +17,204 +4%
RJFSA
39
Raymond James Financial Services Advisors
Florida
$15.3M -$3.67M -120,000 -19%
CM
40
Columbus Macro
Pennsylvania
$14.5M +$7.1M +231,979 +95%
AssetMark Inc
41
AssetMark Inc
California
$14.1M -$41.2M -1,346,709 -74%
PAMU
42
Pictet Asset Management (UK)
United Kingdom
$13.7M -$10.1M -328,645 -42%
NA
43
Nottingham Advisors
New York
$13.6M +$103K +3,360 +0.8%
Bank of Montreal
44
Bank of Montreal
Ontario, Canada
$13.3M -$1.09M -35,757 -8%
AFA
45
American Financial Advisors
Georgia
$13.1M +$13.2M +431,442 New
HAC
46
Harbor Advisory Corp
New Hampshire
$12.8M +$1.01M +32,925 +8%
BFG
47
Bouchey Financial Group
New York
$12.8M +$902K +29,456 +8%
AP
48
Appleton Partners
Massachusetts
$12.4M +$9.41M +307,490 +301%
JP Morgan Chase
49
JP Morgan Chase
New York
$12.3M +$684K +22,349 +6%
SEIA
50
Signature Estate & Investment Advisors
California
$11.7M +$11.8M +386,610 New