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State Street SPDR Bloomberg Investment Grade Floating Rate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BONH
151
Bank of New Hampshire
New Hampshire
$1.32M +$1.32M +43,273 New
AWA
152
Aletheian Wealth Advisors
Washington
$1.32M +$381K +12,478 +41%
RPA
153
Rock Point Advisors
Vermont
$1.31M
SIA
154
SeaBridge Investment Advisors
New Jersey
$1.29M +$55.3K +1,810 +4%
WB
155
Webster Bank
Connecticut
$1.28M -$4.08M -133,390 -76%
SWM
156
Spire Wealth Management
Virginia
$1.28M +$1.01K +33 +0.1%
BFA
157
Brendel Financial Advisors
New Hampshire
$1.27M
AP
158
Adero Partners
California
$1.25M +$9.01K +295 +0.7%
FIM
159
Fernwood Investment Management
Massachusetts
$1.22M
PA
160
PFG Advisors
Arizona
$1.22M -$188K -6,143 -13%
AIM
161
Avity Investment Management
Connecticut
$1.2M
GL
162
Graypoint LLC
New York
$1.14M -$64.9K -2,125 -5%
ECA
163
Elevated Capital Advisors
Utah
$1.09M +$1.09M +35,691 New
CCM
164
Crabel Capital Management
California
$1.08M +$358K +11,723 +49%
UCI
165
Uncommon Cents Investing
Wisconsin
$1.08M -$196K -6,429 -15%
VIP
166
Vantage Investment Partners
Missouri
$1.08M +$89.4K +2,925 +9%
AP
167
Advisors Preferred
Maryland
$1.07M +$98.4K +3,220 +10%
SFS
168
Strategic Financial Services
New York
$1.04M -$205K -6,696 -16%
CW
169
Connectus Wealth
Ohio
$995K +$993K +32,512 New
RIG
170
Roosevelt Investment Group
New York
$986K +$44.5K +1,458 +5%
Cetera Investment Advisers
171
Cetera Investment Advisers
Illinois
$979K -$603K -19,728 -38%
AFG
172
Albion Financial Group
Utah
$976K -$21.4K -700 -2%
OCM
173
Orion Capital Management
California
$926K +$137K +4,500 +17%
LAI
174
Legal Advantage Investments
California
$917K -$153K -4,999 -14%
Stifel Financial
175
Stifel Financial
Missouri
$909K +$287K +9,390 +46%