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State Street SPDR Bloomberg Investment Grade Floating Rate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WWM
176
Western Wealth Management
Colorado
$483K +$16.3K +531 +4%
BAM
177
Berkshire Asset Management
Pennsylvania
$481K
SWP
178
Strategic Wealth Partners
Ohio
$479K -$19.6K -636 -4%
GC
179
Guidance Capital
Kentucky
$476K
Envestnet Portfolio Solutions
180
Envestnet Portfolio Solutions
Illinois
$474K -$85.4K -2,775 -15%
BRWA
181
B. Riley Wealth Advisors
Florida
$474K +$1.88K +61 +0.4%
WA
182
Waverly Advisors
Alabama
$468K +$62 +2 +0%
ASN
183
Advisory Services Network
Georgia
$463K
JWCA
184
J.W. Cole Advisors
Florida
$462K +$184K +5,991 +67%
RWB
185
RMR Wealth Builders
New Jersey
$456K
NAM
186
NTV Asset Management
West Virginia
$444K -$61.5K -2,000 -12%
MIM
187
MTM Investment Management
South Carolina
$429K +$215 +7 +0.1%
PTC
188
Private Trust Company
Ohio
$420K +$105K +3,401 +33%
CPL
189
CAP Partners LLC
Tennessee
$420K +$7.57K +246 +2%
EFG
190
Ethos Financial Group
Pennsylvania
$419K +$41.5K +1,349 +11%
CPSAC
191
Chas P. Smith & Associates (CPS)
Florida
$417K -$6.52K -212 -2%
CCM
192
Crabel Capital Management
California
$412K +$185K +6,009 +82%
DWM
193
Destination Wealth Management
California
$405K
CFS
194
Cannon Financial Strategists
Georgia
$404K
Stifel Financial
195
Stifel Financial
Missouri
$388K +$49.7K +1,615 +15%
Corient Private Wealth
196
Corient Private Wealth
Florida
$383K -$793K -25,791 -67%
SWM
197
Silverlake Wealth Management
Vermont
$382K +$554 +18 +0.1%
MFG
198
Merit Financial Group
Georgia
$378K +$81.9K +2,664 +28%
OWA
199
Octavia Wealth Advisors
Ohio
$369K
RCM
200
Raleigh Capital Management
North Carolina
$366K +$149K +4,841 +69%