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State Street SPDR Bloomberg Investment Grade Floating Rate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BSTWA
151
Blake Schutter Theil Wealth Advisors
Ohio
$700K – – –
Rockefeller Capital Management
152
Rockefeller Capital Management
New York
$698K -$132K -4,290 -16%
GIA
153
Gladstone Institutional Advisory
Florida
$661K +$90.6K +2,942 +16%
MWM
154
Modera Wealth Management
New Jersey
$656K +$1.48K +48 +0.2%
SC
155
Sykon Capital
New York
$653K +$263K +8,555 +68%
OWA
156
Outlook Wealth Advisors
Texas
$647K -$7.65M -248,293 -92%
TW
157
TritonPoint Wealth
Maryland
$639K – – –
IAS
158
Integrity Advisory Solutions
Texas
$629K +$627K +20,371 New
M1FG
159
Mach-1 Financial Group
Arkansas
$629K +$627K +20,371 New
Corient Private Wealth
160
Corient Private Wealth
Florida
$613K -$235K -7,627 -28%
IFG
161
Independent Financial Group
California
$607K +$53.9K +1,750 +10%
AI
162
Auour Investments
Massachusetts
$598K -$7.76K -252 -1%
RPA
163
Rock Point Advisors
Vermont
$585K -$3.08K -100 -0.5%
WA
164
Waverly Advisors
Alabama
$584K +$7.58K +246 +1%
GRP
165
Global Retirement Partners
California
$581K +$240K +7,797 +71%
2WWM
166
21 West Wealth Management
California
$579K -$1.31M -42,448 -69%
Cerity Partners
167
Cerity Partners
New York
$576K +$616 +20 +0.1%
Citadel Advisors
168
Citadel Advisors
Florida
$570K +$569K +18,478 New
WAP
169
Wealthcare Advisory Partners
Pennsylvania
$568K +$302K +9,814 +114%
Bank of New York Mellon
170
Bank of New York Mellon
New York
$565K +$6.16K +200 +1%
CCG
171
Ceeto Capital Group
Florida
$555K – – –
SAG
172
SageView Advisory Group
California
$539K -$258K -8,366 -32%
WWM
173
WJ Wealth Management
Arizona
$524K -$819K -26,590 -61%
SG
174
StoneX Group
New York
$519K +$1.79K +58 +0.3%
LFA
175
Laraway Financial Advisors
Minnesota
$515K – – –