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State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN

Name Holding Trade Value Shares
Change 		Change in
Stake
GC
101
Guggenheim Capital
Illinois
$2.22M +$141K +4,583 +7%
RI
102
Ridgewood Investments
New Jersey
$2.1M +$390K +12,701 +23%
EF
103
Empowered Funds
Pennsylvania
$2.05M +$2.05M +66,748 New
HPM
104
Hudson Portfolio Management
New York
$1.99M +$3.07K +100 +0.2%
AWA
105
Aletheian Wealth Advisors
Washington
$1.98M +$181K +5,903 +10%
HH
106
Hilltop Holdings
Texas
$1.91M -$760K -24,781 -29%
2WWM
107
21 West Wealth Management
California
$1.89M +$1.88M +61,217 New
SPC
108
Sigma Planning Corp
Michigan
$1.83M +$389K +12,662 +27%
WB
109
Webster Bank
Connecticut
$1.66M – – –
EFG
110
Ethos Financial Group
Pennsylvania
$1.62M +$241K +7,860 +18%
FHA
111
Flagship Harbor Advisors
Massachusetts
$1.59M -$2.53M -82,419 -61%
TCM
112
Tradewinds Capital Management
Washington
$1.54M -$131K -4,270 -8%
IAIM
113
International Assets Investment Management
Florida
$1.49M -$578K -18,846 -28%
CBT
114
Crews Bank & Trust
Florida
$1.46M -$19.3K -630 -1%
FIA
115
Foundations Investment Advisors
Arizona
$1.45M +$556K +18,117 +63%
AAS
116
Avantax Advisory Services
Texas
$1.42M -$1.5K -49 -0.1%
EH
117
Equitable Holdings
New York
$1.41M +$1.19M +38,715 +540%
PS
118
Principal Securities
Iowa
$1.35M +$151K +4,916 +13%
WWM
119
WJ Wealth Management
Arizona
$1.34M -$12.2K -399 -0.9%
TSS
120
Two Sigma Securities
New York
$1.31M +$1.3M +42,479 New
CTA
121
Chesley Taft & Associates
Illinois
$1.29M +$64.5K +2,102 +5%
OPA
122
Old Port Advisors
Maine
$1.28M -$200K -6,515 -14%
WI
123
WBI Investments
New Jersey
$1.26M +$688K +22,411 +121%
PFA
124
Portland Financial Advisors
New York
$1.25M +$37.6K +1,225 +3%
CFO
125
CVA Family Office
Colorado
$1.23M -$53.2K -1,733 -4%
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