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State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN

Name Holding Trade Value Shares
Change 		Change in
Stake
GRP
176
Global Retirement Partners
California
$388K +$385K +12,527 +16,483%
CFA
177
Cahill Financial Advisors
Minnesota
$387K -$181K -5,873 -32%
DJSG
178
D.J. St. Germain
Massachusetts
$383K +$383K +12,440 New
CCG
179
Ceeto Capital Group
Florida
$369K – – –
SP
180
Successful Portfolios
Florida
$369K +$368K +11,983 New
SWM
181
Stockman Wealth Management
Montana
$365K +$364K +11,851 New
LA
182
LexAurum Advisors
Kansas
$364K +$363K +11,807 New
WS
183
Wedbush Securities
California
$363K -$71.7K -2,332 -17%
FA
184
FDx Advisors
Illinois
$361K -$131K -4,274 -27%
BSWM
185
Boston Standard Wealth Management
Massachusetts
$353K +$354K +11,498 New
BCA
186
Bay Colony Advisors
Massachusetts
$337K -$186K -6,036 -36%
NGA
187
Naples Global Advisors
Florida
$333K +$332K +10,800 New
FFG
188
Ford Financial Group
California
$305K +$306K +9,960 New
WB
189
WesBanco Bank
West Virginia
$301K – – –
CCM
190
Crabel Capital Management
California
$291K – – –
RCA
191
Rowland Carmichael Advisors
Arizona
$266K +$50.9K +1,655 +24%
FA
192
Forefront Analytics
Pennsylvania
$259K -$247K -8,027 -49%
BAM
193
Berkshire Asset Management
Pennsylvania
$258K +$258K +8,389 New
AI
194
Atria Investments
North Carolina
$256K -$1.6M -51,901 -86%
FHB
195
First Hawaiian Bank
Hawaii
$251K +$250K +8,145 New
PWM
196
Perigon Wealth Management
California
$250K +$29.8K +968 +14%
PP
197
PDS Planning
Ohio
$248K -$263K -8,551 -51%
AWA
198
Arete Wealth Advisors
Illinois
$235K +$2.86K +93 +1%
AIM
199
Advantage Investment Management
Iowa
$231K +$14K +456 +6%
CCM
200
Canal Capital Management
Virginia
$230K -$91.1K -2,964 -28%
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