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State Street SPDR Bloomberg Investment Grade Floating Rate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RFP
176
Root Financial Partners
California
$500K +$500K +16,268 New
NFG
177
Nations Financial Group
Iowa
$495K -$42K -1,364 -8%
WA
178
Waverly Advisors
Alabama
$485K +$18.1K +587 +4%
GC
179
Guidance Capital
Kentucky
$477K
SWP
180
Strategic Wealth Partners
Ohio
$474K -$4.43K -144 -0.9%
CMMS
181
Comprehensive Money Management Services
Florida
$472K +$472K +15,350 New
BRWA
182
B. Riley Wealth Advisors
Florida
$462K -$9.6K -312 -2%
KBFS
183
Kohmann Bosshard Financial Services
Ohio
$456K -$401K -13,045 -47%
EWA
184
EverSource Wealth Advisors
Alabama
$446K +$447K +14,519 New
NAM
185
NTV Asset Management
West Virginia
$433K -$10K -325 -2%
IFG
186
Independent Financial Group
California
$431K -$266K -8,643 -38%
BAM
187
Belpointe Asset Management
Nevada
$430K +$77.8K +2,528 +22%
LWM
188
Liberty Wealth Management
California
$418K +$418K +13,589 New
CPSAC
189
Chas P. Smith & Associates (CPS)
Florida
$415K
MIM
190
MTM Investment Management
South Carolina
$402K -$27.1K -881 -6%
SA
191
Sovran Advisors
California
$400K +$399K +12,972 New
ATPW
192
Ashton Thomas Private Wealth
Arizona
$395K -$161K -5,227 -29%
Envestnet Portfolio Solutions
193
Envestnet Portfolio Solutions
Illinois
$393K -$79.2K -2,575 -17%
Janney Montgomery Scott
194
Janney Montgomery Scott
Pennsylvania
$391K -$2.06M -66,916 -84%
P
195
&Partners
Tennessee
$374K +$49.7K +1,617 +15%
IAA
196
Independent Advisor Alliance
North Carolina
$372K +$372K +12,103 New
OWA
197
Octavia Wealth Advisors
Ohio
$368K
SWM
198
Silverlake Wealth Management
Vermont
$360K -$20.9K -679 -5%
LMKC
199
L.M. Kohn & Company
Ohio
$359K +$73.7K +2,395 +26%
IA
200
IFG Advisory
Georgia
$359K +$359K +11,668 New