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State Street SPDR Bloomberg Investment Grade Floating Rate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NEPWA
126
New England Private Wealth Advisors
Massachusetts
$1.06M +$5.6K +182 +0.5%
PA
127
PFG Advisors
Arizona
$1.04M +$337K +10,963 +48%
BAM
128
Belpointe Asset Management
Nevada
$1.02M +$560K +18,219 +122%
HCM
129
Hollencrest Capital Management
California
$1.02M -$117K -3,792 -10%
Stifel Financial
130
Stifel Financial
Missouri
$1.01M +$63.3K +2,059 +7%
MIH
131
Meitav Investment House
Israel
$993K
PWMAG
132
Pinnacle Wealth Management Advisory Group
New Jersey
$972K +$648K +21,078 +200%
ANBT
133
American National Bank & Trust
Texas
$927K -$98.2K -3,193 -10%
PCM
134
Parsons Capital Management
Rhode Island
$906K -$28.2K -916 -3%
KF
135
Krilogy Financial
Missouri
$904K +$43.2K +1,405 +5%
HFS
136
HL Financial Services
Kentucky
$857K -$52.3K -1,700 -6%
AWM
137
Aries Wealth Management
Maine
$843K +$281K +9,150 +50%
IA
138
IFP Advisors
Florida
$835K +$702K +22,817 +524%
CC
139
Courier Capital
New York
$827K +$63.3K +2,058 +8%
GTAM
140
Global Trust Asset Management
Florida
$813K +$812K +26,416 New
Creative Planning
141
Creative Planning
Kansas
$809K +$809K +26,325 New
CCM
142
Cribstone Capital Management
Maine
$772K +$199K +6,478 +35%
CCG
143
Chatham Capital Group
Georgia
$716K +$209K +6,800 +41%
CB
144
Community Bank
New York
$713K +$713K +23,185 New
BOTW
145
Bank of the West
California
$698K
VIM
146
Vista Investment Management
Pennsylvania
$666K +$336K +10,923 +102%
RPA
147
Rock Point Advisors
Vermont
$646K -$28.5K -928 -4%
FF
148
Friedenthal Financial
New Jersey
$632K +$632K +20,557 New
FA
149
Fagan Associates
New York
$622K +$622K +20,220 New
PCFFS
150
Pacific Center for Financial Services
California
$618K -$81K -2,634 -12%