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State Street SPDR Bloomberg Investment Grade Floating Rate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RPA
176
Rock Point Advisors
Vermont
$803K +$47K +1,530 +6%
WIC
177
Woodmont Investment Counsel
Tennessee
$780K +$50.5K +1,645 +7%
FP
178
Fiduciary Planning
Florida
$778K +$776K +25,245 New
CCG
179
Chatham Capital Group
Georgia
$777K
WAS
180
Wealth Advisory Solutions
Indiana
$741K +$742K +24,134 New
AI
181
Atria Investments
North Carolina
$739K +$83.1K +2,703 +13%
BAM
182
Belpointe Asset Management
Nevada
$736K -$10.4K -338 -1%
AIC
183
Ameritas Investment Company
Nebraska
$723K +$318K +10,341 +78%
NAM
184
NTV Asset Management
West Virginia
$710K -$6.15K -200 -0.9%
BlackRock
185
BlackRock
New York
$694K +$668K +21,748 +2,559%
FIM
186
Freedom Investment Management
Connecticut
$681K -$6.79M -220,944 -91%
RJT
187
Raymond James Trust
Florida
$660K -$1.52M -49,445 -70%
LWS
188
Lucia Wealth Services
California
$658K +$352K +11,470 +115%
APC
189
Aspire Private Capital
North Carolina
$649K +$33.3K +1,083 +5%
IAA
190
Independent Advisor Alliance
North Carolina
$648K +$648K +21,086 New
FA
191
Forefront Analytics
Pennsylvania
$636K +$104K +3,397 +20%
PAS
192
Park Avenue Securities
New York
$604K +$603K +19,639 New
JWCA
193
J.W. Cole Advisors
Florida
$578K +$578K +18,810 New
SP
194
Successful Portfolios
Florida
$557K -$146K -4,737 -21%
VCP
195
Verus Capital Partners
Arizona
$554K +$554K +18,018 New
QAM
196
Q3 Asset Management
Michigan
$540K +$227K +7,371 +72%
CCG
197
Ceeto Capital Group
Florida
$538K +$30.7K +1,000 +6%
CFGS
198
Concourse Financial Group Securities
Alabama
$537K +$537K +17,478 New
PL
199
Protective Life
Alabama
$501K
BWM
200
BCS Wealth Management
Tennessee
$500K +$500K +16,282 New