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State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN

Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
151
Orion Capital Management
California
$794K +$288K +9,400 +57%
FA
152
Fagan Associates
New York
$788K +$36K +1,175 +5%
FT
153
Fiduciary Trust
Massachusetts
$765K – – –
BWM
154
BerganKDV Wealth Management
Minnesota
$757K -$443K -14,444 -37%
AWM
155
AE Wealth Management
Kansas
$757K +$65.2K +2,129 +9%
NAM
156
NorthCoast Asset Management
Connecticut
$755K -$31.1K -1,014 -4%
ACP
157
Aveo Capital Partners
Colorado
$752K +$752K +24,538 New
AAS
158
Avantax Advisory Services
Texas
$718K -$59.2K -1,931 -8%
IWC
159
Integrated Wealth Concepts
Massachusetts
$710K +$188K +6,122 +36%
CCG
160
Chatham Capital Group
Georgia
$665K – – –
SLA
161
Silver Lake Advisory
Utah
$663K -$32.5K -1,061 -5%
KAS
162
Kestra Advisory Services
Texas
$656K -$19.5K -637 -3%
HPM
163
Hudson Portfolio Management
New York
$647K +$648K +21,140 New
CCG
164
Ceeto Capital Group
Florida
$613K – – –
HFS
165
Horizon Financial Services
North Carolina
$604K +$604K +19,716 New
AIC
166
Ameritas Investment Company
Nebraska
$601K +$222K +7,236 +62%
NAM
167
NTV Asset Management
West Virginia
$593K -$30.6K -1,000 -5%
PWM
168
Purus Wealth Management
California
$574K -$11.7K -383 -2%
WIC
169
Woodmont Investment Counsel
Tennessee
$574K +$255K +8,332 +80%
PAS
170
Park Avenue Securities
New York
$569K +$2.76K +90 +0.5%
CT
171
Clearstead Trust
Maine
$565K – – –
NEPWA
172
New England Private Wealth Advisors
Massachusetts
$529K +$293K +9,574 +124%
TSS
173
Two Sigma Securities
New York
$516K -$552K -18,021 -52%
PHS
174
Pekin Hardy Strauss
Illinois
$508K -$75.1K -2,450 -13%
MWM
175
Modera Wealth Management
New Jersey
$500K +$499K +16,302 New
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