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State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN

Name Holding Trade Value Shares
Change 		Change in
Stake
RCA
101
Rowland Carmichael Advisors
Arizona
$4.24M +$3.1M +101,471 +278%
PA
102
Pinnacle Associates
New York
$4.24M +$417K +13,650 +11%
SWP
103
Strategic Wealth Partners
Ohio
$4.07M -$816K -26,691 -17%
MFG
104
Merit Financial Group
Georgia
$4.05M +$1.51M +49,527 +60%
GWM
105
Geneos Wealth Management
Colorado
$3.94M +$307K +10,027 +8%
B
106
Bailard
California
$3.88M -$7.74M -253,234 -67%
DAS
107
Dynamic Advisor Solutions
Arizona
$3.76M +$241K +7,892 +7%
BEC
108
Blue Edge Capital
Virginia
$3.65M -$3.2M -104,710 -47%
AG
109
Advisor Group
Arizona
$3.5M +$1.45M +47,379 +71%
OPA
110
Old Port Advisors
Maine
$3.43M +$83.7K +2,738 +3%
CT
111
Coastline Trust
Rhode Island
$3.42M -$85.3K -2,790 -2%
VIM
112
Vista Investment Management
Pennsylvania
$3.41M +$835K +27,294 +33%
TB
113
Terril Brothers
Missouri
$3.41M -$473K -15,460 -12%
ACM
114
Advisors Capital Management
New Jersey
$3.41M -$100K -3,286 -3%
COI
115
Capital One Investing
Virginia
$3.4M +$209K +6,848 +7%
3AM
116
3D Asset Management
Connecticut
$3.3M -$4.96M -162,255 -60%
PFT
117
Providence First Trust
Arizona
$3.27M – – –
B
118
Barings
North Carolina
$3.26M – – –
CAN
119
Cetera Advisor Networks
California
$2.98M -$923K -30,170 -24%
AF
120
Advisornet Financial
Minnesota
$2.65M -$1.43M -46,797 -35%
DJSG
121
D.J. St. Germain
Massachusetts
$2.64M -$364K -11,898 -12%
IWS
122
Insight Wealth Strategies
California
$2.63M -$18M -589,651 -87%
RFA
123
Reilly Financial Advisors
California
$2.63M +$687K +22,482 +36%
GWM
124
Greenwich Wealth Management
Connecticut
$2.44M +$1.88M +61,514 +345%
BSWM
125
Boston Standard Wealth Management
Massachusetts
$2.41M -$750K -24,524 -24%
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