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State Street SPDR Bloomberg Investment Grade Floating Rate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCG
151
Chatham Capital Group
Georgia
$801K
PHS
152
Pekin Hardy Strauss
Illinois
$792K -$195K -6,380 -20%
SLA
153
Silver Lake Advisory
Utah
$775K -$41.4K -1,352 -5%
RRC
154
Relaxing Retirement Coach
Massachusetts
$766K -$3.09M -101,052 -80%
FT
155
Fiduciary Trust
Massachusetts
$763K
FA
156
Fagan Associates
New York
$761K -$14.8K -485 -2%
PA
157
Procyon Advisors
Connecticut
$745K +$45.9K +1,500 +7%
NAM
158
NTV Asset Management
West Virginia
$684K +$22.9K +750 +3%
LWM
159
Laidlaw Wealth Management
New York
$677K +$677K +22,146 New
CCM
160
Crabel Capital Management
California
$667K +$667K +21,794 New
FWM
161
Foresight Wealth Management
Utah
$664K +$432K +14,118 +186%
KFP
162
KMG Fiduciary Partners
Ohio
$658K +$214 +7 +0%
Deutsche Bank
163
Deutsche Bank
Germany
$619K -$1.21M -39,540 -66%
WFA
164
Wipfli Financial Advisors
Wisconsin
$614K +$614K +20,072 New
CCG
165
Ceeto Capital Group
Florida
$612K
PWM
166
Purus Wealth Management
California
$575K +$575K +18,783 New
CT
167
Clearstead Trust
Maine
$564K
FIM
168
Freedom Investment Management
Connecticut
$561K +$21.9K +715 +4%
Baird Financial Group
169
Baird Financial Group
Wisconsin
$532K -$8.99K -294 -2%
PL
170
Protective Life
Alabama
$499K
WAS
171
Wealth Advisory Solutions
Indiana
$498K -$10.9K -355 -2%
CPO
172
Cerity Partners OCIO
New York
$459K -$180K -5,900 -28%
AHC
173
Anderson Hoagland & Co
Missouri
$446K +$446K +14,596 New
OWA
174
Octavia Wealth Advisors
Ohio
$410K +$410K +13,417 New
MA
175
Mutual Advisors
Nebraska
$402K -$40.4K -1,321 -9%