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State Street SPDR Bloomberg Investment Grade Floating Rate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IFG
176
Independent Financial Group
California
$512K +$79.2K +2,573 +18%
CMMS
177
Comprehensive Money Management Services
Florida
$507K +$33.9K +1,100 +7%
RFP
178
Root Financial Partners
California
$501K
GC
179
Guidance Capital
Kentucky
$474K
BAM
180
Belpointe Asset Management
Nevada
$451K +$21.1K +685 +5%
VWM
181
Vermillion Wealth Management
Minnesota
$447K +$297K +9,641 +199%
GSEP
182
Golden State Equity Partners
California
$441K +$215K +6,988 +96%
NAM
183
NTV Asset Management
West Virginia
$434K
CPSAC
184
Chas P. Smith & Associates (CPS)
Florida
$409K -$7.08K -230 -2%
IA
185
IFG Advisory
Georgia
$408K +$48.3K +1,568 +13%
MIM
186
MTM Investment Management
South Carolina
$404K +$1.57K +51 +0.4%
NFG
187
Nations Financial Group
Iowa
$397K -$99.3K -3,223 -20%
VIM
188
Vista Investment Management
Pennsylvania
$388K -$188K -6,110 -33%
OWA
189
Octavia Wealth Advisors
Ohio
$369K
Comerica Bank
190
Comerica Bank
Texas
$363K -$180K -5,837 -33%
SWM
191
Silverlake Wealth Management
Vermont
$361K +$308 +10 +0.1%
LMKC
192
L.M. Kohn & Company
Ohio
$359K -$862 -28 -0.2%
CPL
193
CAP Partners LLC
Tennessee
$358K +$104K +3,375 +41%
OFG
194
Opulen Financial Group
Virginia
$355K +$6.16K +200 +2%
1L
195
10Elms LLP
Oklahoma
$349K -$3.14K -102 -0.9%
PTC
196
Private Trust Company
Ohio
$348K -$11.6K -375 -3%
MA
197
MCF Advisors
Kentucky
$346K +$1.63K +53 +0.5%
LCM
198
Lunt Capital Management
Utah
$346K +$3.97K +129 +1%
TC
199
Trilogy Capital
California
$337K +$337K +10,946 New
OIA
200
OneDigital Investment Advisors
Kansas
$337K -$192K -6,222 -36%