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State Street SPDR Bloomberg Investment Grade Floating Rate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCG
176
Chatham Capital Group
Georgia
$863K +$91.8K +3,000 +12%
KF
177
Krilogy Financial
Missouri
$852K -$95.1K -3,106 -10%
Creative Planning
178
Creative Planning
Kansas
$844K -$164K -5,374 -16%
BOTW
179
Bank of the West
California
$838K +$349K +11,419 +71%
LCC
180
Lincoln Capital Corp
Rhode Island
$829K -$1.83M -59,892 -69%
WIA
181
World Investment Advisors
California
$828K +$827K +27,035 New
AI
182
Atria Investments
North Carolina
$783K +$534K +17,461 +210%
PFA
183
Pinnacle Family Advisors
Missouri
$776K -$25.1K -820 -3%
WIC
184
Woodmont Investment Counsel
Tennessee
$772K -$187K -6,111 -19%
CB
185
Community Bank
New York
$764K +$30.6K +1,000 +4%
PWP
186
Personal Wealth Partners
Minnesota
$758K +$764K +24,951 New
BFEC
187
Benjamin F. Edwards & Company
Missouri
$727K +$726K +23,707 +9,796%
JIP
188
Jaffetilchin Investment Partners
Florida
$713K -$36.3K -1,185 -5%
FFG
189
Ford Financial Group
California
$711K +$412K +13,474 +135%
AP
190
Advisors Preferred
Maryland
$705K -$89.1K -2,910 -11%
CCM
191
Cribstone Capital Management
Maine
$689K -$65.3K -2,135 -9%
RBC
192
Roble Belko & Company
Pennsylvania
$667K +$642K +20,971 +2,151%
BAM
193
Belpointe Asset Management
Nevada
$653K -$1M -32,681 -60%
CAGAS
194
Capital Advisory Group Advisory Services
Minnesota
$643K +$599K +19,566 +1,304%
RPA
195
Rock Point Advisors
Vermont
$629K -$9.18K -300 -1%
HFS
196
HL Financial Services
Kentucky
$620K -$924K -30,193 -60%
MAFM
197
Mid Atlantic Financial Management
Pennsylvania
$595K +$600K +19,596 New
AAS
198
Avantax Advisory Services
Texas
$568K +$572K +18,694 New
FA
199
FDx Advisors
Illinois
$555K +$200K +6,546 +56%
CAL
200
Capital Advisors Ltd
Ohio
$555K +$560K +18,281 New