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State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN

Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
126
Capital Wealth Alliance
Arizona
$1.34M -$228K -7,564 -14%
BFG
127
Bouchey Financial Group
New York
$1.33M -$38.8K -1,284 -3%
AF
128
Advisornet Financial
Minnesota
$1.33M +$362 +12 +0%
FCIM
129
Fairview Capital Investment Management
California
$1.32M -$720K -23,850 -35%
CRWM
130
Castle Rock Wealth Management
California
$1.3M +$1.3M +43,151 New
VIP
131
Vantage Investment Partners
Missouri
$1.28M +$66.8K +2,212 +5%
WC
132
Waterloo Capital
Texas
$1.27M +$1.3M +43,107 New
FIM
133
Fernwood Investment Management
Massachusetts
$1.26M +$1.3M +42,920 New
MWA
134
MFA Wealth Advisors
Pennsylvania
$1.22M -$11.6M -385,172 -90%
LA
135
LexAurum Advisors
Kansas
$1.2M +$73.4K +2,431 +6%
CF
136
Centaurus Financial
California
$1.18M +$331K +10,974 +38%
GC
137
Grace Capital
Massachusetts
$1.18M +$1.21M +40,000 New
SIA
138
SeaBridge Investment Advisors
New Jersey
$1.17M – – –
FAAS
139
First Allied Advisory Services
California
$1.17M -$132K -4,373 -10%
KF
140
Krilogy Financial
Missouri
$1.1M -$151K -5,005 -12%
PCS
141
Personal CFO Solutions
New Jersey
$1.1M -$1.73M -57,220 -61%
WCG
142
Weaver Consulting Group
California
$1.08M +$1.11M +36,635 New
OWA
143
Outlook Wealth Advisors
Texas
$1.06M +$1.09M +36,226 New
BCI
144
Brinker Capital Investments
Pennsylvania
$1.03M -$3.02M -100,000 -74%
CAGAS
145
Capital Advisory Group Advisory Services
Minnesota
$1.02M -$3.54M -117,215 -77%
PHS
146
Pekin Hardy Strauss
Illinois
$1.02M +$1.04M +34,575 New
NGA
147
Naples Global Advisors
Florida
$1.01M -$16.6K -550 -2%
AIM
148
Avity Investment Management
Connecticut
$999K -$160K -5,300 -13%
RIG
149
Roosevelt Investment Group
New York
$984K +$106K +3,501 +12%
AIM
150
Aspen Investment Management
Michigan
$907K -$42.3K -1,400 -4%
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