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State Street SPDR Bloomberg Investment Grade Floating Rate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
176
Mercer Global Advisors
Colorado
$524K +$150K +4,893 +40%
MWM
177
Modera Wealth Management
New Jersey
$505K +$4.93K +161 +1%
SP
178
Successful Portfolios
Florida
$504K +$108K +3,509 +27%
PL
179
Protective Life
Alabama
$500K
Goldman Sachs
180
Goldman Sachs
New York
$495K +$495K +16,145 New
KOC
181
Koss-Olinger Consulting
Florida
$485K +$31.2K +1,017 +7%
PWM
182
Purus Wealth Management
California
$482K -$91.5K -2,985 -16%
PHS
183
Pekin Hardy Strauss
Illinois
$474K -$33.7K -1,100 -7%
KFP
184
KMG Fiduciary Partners
Ohio
$469K -$9.71K -317 -2%
B
185
Bailard
California
$465K +$465K +15,175 New
ATPW
186
Ashton Thomas Private Wealth
Arizona
$458K +$1.29K +42 +0.3%
FIM
187
Freedom Investment Management
Connecticut
$432K +$33.1K +1,080 +8%
BWM
188
BCS Wealth Management
Tennessee
$406K -$24.7K -806 -6%
BWAM
189
Boyd Watterson Asset Management
Ohio
$400K +$400K +13,040 New
EWA
190
Evolution Wealth Advisors
Florida
$393K
OWA
191
Octavia Wealth Advisors
Ohio
$389K
MA
192
Mutual Advisors
Nebraska
$385K
CPSAC
193
Chas P. Smith & Associates (CPS)
Florida
$385K +$142K +4,635 +58%
Koshinski Asset Management
194
Koshinski Asset Management
Illinois
$371K +$105K +3,443 +40%
IA
195
IFP Advisors
Florida
$370K -$8.24K -269 -2%
EDRIA
196
Edmonds Duncan Registered Investment Advisors
Kansas
$364K -$29.8K -972 -8%
RRC
197
Relaxing Retirement Coach
Massachusetts
$342K -$83.9K -2,738 -20%
William Blair & Company
198
William Blair & Company
Illinois
$341K -$153 -5 -0%
RG
199
Retirement Group
California
$340K +$184 +6 +0.1%
SSWM
200
Sheets Smith Wealth Management
North Carolina
$338K