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State Street SPDR Bloomberg Investment Grade Floating Rate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CMA
26
Cedar Mountain Advisors
Oregon
$17.3M +$229K +7,506 +1%
SIM
27
Stratos Investment Management
Ohio
$15.6M +$992K +32,497 +7%
CFMC
28
Curbstone Financial Management Corp
New Hampshire
$14.8M -$171K -5,600 -1%
CTWM
29
Cherry Tree Wealth Management
Minnesota
$13.7M +$13.7M +447,412 New
CAN
30
Cetera Advisor Networks
California
$13.3M -$12.6M -411,218 -49%
WMG
31
WESCAP Management Group
California
$12.4M +$1.23M +40,289 +11%
RJA
32
Raymond James & Associates
Florida
$12.3M -$570K -18,655 -4%
Truist Financial
33
Truist Financial
North Carolina
$11.2M +$295K +9,667 +3%
Thrivent Financial for Lutherans
34
Thrivent Financial for Lutherans
Minnesota
$10.9M +$8.89M +291,291 +450%
PCIA
35
Prime Capital Investment Advisors
Kansas
$10.9M +$10.9M +355,744 New
Carson Wealth (CWM LLC)
36
Carson Wealth (CWM LLC)
Nebraska
$10.9M -$2.07M -67,939 -16%
KBFS
37
Kohmann Bosshard Financial Services
Ohio
$10.1M +$1.25M +40,849 +14%
PFT
38
Providence First Trust
Arizona
$9.33M +$2.58M +84,351 +38%
VWA
39
V Wealth Advisors
Kansas
$9.15M +$256K +8,379 +3%
Baird Financial Group
40
Baird Financial Group
Wisconsin
$8.99M +$169K +5,532 +2%
CWA
41
Centennial Wealth Advisory
Michigan
$8.95M -$295K -9,654 -3%
CC
42
Courier Capital
New York
$8.75M -$240K -7,851 -3%
FWI
43
Facet Wealth Inc
Maryland
$8.65M +$6.87M +225,106 +389%
DIA
44
Dean Investment Associates
Ohio
$8.58M +$139K +4,564 +2%
AWM
45
Ameliora Wealth Management
Switzerland
$8.55M -$236K -7,717 -3%
AA
46
Advisory Alpha
Michigan
$8.38M -$54.3K -1,778 -0.6%
HAC
47
Harbor Advisory Corp
New Hampshire
$8.32M -$166K -5,434 -2%
PIM
48
Penobscot Investment Management
Massachusetts
$8.26M -$113K -3,695 -1%
AA
49
Alesco Advisors
New York
$7.9M -$9.19M -300,880 -54%
AI
50
Atria Investments
North Carolina
$7.73M +$63.1K +2,068 +0.8%