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State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN

Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
176
WT Wealth Management
Arizona
$831K +$49.8K +1,642 +6%
RCM
177
Raleigh Capital Management
North Carolina
$803K +$259K +8,542 +48%
FT
178
Fiduciary Trust
Massachusetts
$787K – – –
BWM
179
BCS Wealth Management
Tennessee
$772K +$72.3K +2,385 +10%
HAS
180
HBW Advisory Services
California
$770K +$771K +25,429 New
FIM
181
Freedom Investment Management
Connecticut
$765K +$66.5K +2,194 +10%
SFG
182
StrategIQ Financial Group
Indiana
$734K -$332K -10,941 -31%
SFS
183
Strategic Financial Services
New York
$709K -$2.37K -78 -0.3%
CWM
184
Cabot Wealth Management
Massachusetts
$693K -$81.7K -2,695 -11%
AAS
185
Avantax Advisory Services
Texas
$689K +$134K +4,417 +24%
LFA
186
Laraway Financial Advisors
Minnesota
$685K -$5.15K -170 -0.7%
NAM
187
NTV Asset Management
West Virginia
$683K -$60.6K -2,000 -8%
PFA
188
Pinnacle Family Advisors
Missouri
$670K -$60.8K -2,005 -8%
BPA
189
Beacon Pointe Advisors
California
$666K +$666K +21,956 New
AIM
190
Aspen Investment Management
Michigan
$640K -$5.76K -190 -0.9%
ACA
191
Aptus Capital Advisors
Alabama
$640K +$596K +19,665 +1,342%
EVM
192
Eaton Vance Management
Massachusetts
$639K – – –
ATPW
193
Ashton Thomas Private Wealth
Arizona
$632K +$78.9K +2,603 +14%
CAN
194
Claraphi Advisory Network
United States
$621K +$621K +20,484 New
BFA
195
Brendel Financial Advisors
New Hampshire
$610K – – –
B
196
Bailard
California
$608K – – –
DADC
197
D.A. Davidson & Co
Montana
$599K – – –
MLM
198
Mount Lucas Management
Pennsylvania
$586K +$586K +19,340 New
CTC
199
Central Trust Company
Missouri
$581K +$306K +10,090 +111%
CCG
200
Ceeto Capital Group
Florida
$576K – – –
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8
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