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State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN

Name Holding Trade Value Shares
Change 		Change in
Stake
TFA
151
Transamerica Financial Advisors
Florida
$968K – – –
RWM
152
Revisor Wealth Management
Ohio
$959K -$755K -24,525 -44%
MWM
153
Meridian Wealth Management
Kentucky
$936K +$934K +30,350 New
GM
154
GeoWealth Management
Illinois
$908K -$625K -20,297 -41%
SWP
155
Stratos Wealth Partners
Ohio
$905K -$1.14K -37 -0.1%
UCI
156
Uncommon Cents Investing
Wisconsin
$869K – – –
OIA
157
OneDigital Investment Advisors
Kansas
$858K -$64.3K -2,089 -7%
RI
158
Ridgewood Investments
New Jersey
$854K -$2.46K -80 -0.3%
SI
159
SimpliFi Inc
California
$829K -$206K -6,692 -20%
AAS
160
Avantax Advisory Services
Texas
$803K -$207K -6,736 -21%
HI
161
Harbour Investments
Wisconsin
$745K -$1.29K -42 -0.2%
ECML
162
Eagle Capital Management (Louisiana)
Louisiana
$744K – – –
BAM
163
Belpointe Asset Management
Nevada
$739K -$33.6K -1,090 -4%
AIM
164
Avity Investment Management
Connecticut
$714K – – –
TC
165
TownSquare Capital
Utah
$713K -$6.53K -212 -0.9%
MLM
166
Mount Lucas Management
Pennsylvania
$696K -$30.3K -985 -4%
SCM
167
Sage Capital Management
New Jersey
$688K -$584K -18,978 -46%
MWM
168
Modera Wealth Management
New Jersey
$656K +$95K +3,088 +17%
VIM
169
Vista Investment Management
Pennsylvania
$651K -$476K -15,463 -42%
LCWP
170
Legacy Capital Wealth Partners
Arkansas
$641K +$640K +20,786 New
TW
171
TritonPoint Wealth
Maryland
$639K – – –
IFG
172
Independent Financial Group
California
$632K +$400K +12,982 +173%
TSS
173
Two Sigma Securities
New York
$623K +$621K +20,185 New
PHWM
174
Pine Harbor Wealth Management
Maryland
$594K – – –
ATPW
175
Ashton Thomas Private Wealth
Arizona
$593K -$2.96K -96 -0.5%
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