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State Street SPDR Bloomberg Investment Grade Floating Rate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
201
Goldman Sachs
New York
$230K
SFA
202
Sequoia Financial Advisors
Ohio
$219K +$219K +7,120 New
CWS
203
Cypress Wealth Services
California
$213K +$213K +6,922 New
SFM
204
Signet Financial Management
New Jersey
$211K +$56.5K +1,837 +37%
VIP
205
Vantage Investment Partners
Missouri
$202K +$202K +6,568 New
Deutsche Bank
206
Deutsche Bank
Germany
$176K +$30K +977 +21%
SWP
207
Stratos Wealth Partners
Ohio
$175K +$175K +5,678 New
PA
208
Parallel Advisors
California
$172K +$1.14K +37 +0.7%
QAM
209
Q3 Asset Management
Michigan
$170K +$170K +5,532 New
SIS
210
Sound Income Strategies
Florida
$161K +$161K +5,233 New
CWA
211
Clarus Wealth Advisors
Arizona
$154K +$154K +5,000 New
PCG
212
Private Capital Group
Connecticut
$153K
SEI Investments
213
SEI Investments
Pennsylvania
$131K -$289K -9,401 -69%
PNC Financial Services Group
214
PNC Financial Services Group
Pennsylvania
$118K +$81.8K +2,661 +227%
VFA
215
Valeo Financial Advisors
Indiana
$112K -$43.7K -1,420 -28%
WSTAM
216
Wilbanks Smith & Thomas Asset Management
Virginia
$109K +$109K +3,530 New
TCM
217
TD Capital Management
Tennessee
$108K +$738 +24 +0.7%
DWM
218
Destination Wealth Management
California
$100K
ARMC
219
American Research & Management Company
Massachusetts
$80K -$12.3K -400 -13%
VIA
220
Vantage Investment Advisors
Pennsylvania
$78K
US Bancorp
221
US Bancorp
Minnesota
$77K
FGAM
222
Financial Gravity Asset Management
Texas
$72K -$17.2K -558 -19%
FEG
223
Financial Enhancement Group
Indiana
$71K +$71.1K +2,311 New
WWMSC
224
Wagner Wealth Management (South Carolina)
South Carolina
$64K
JFA
225
JNBA Financial Advisors
Minnesota
$58K +$57K +1,855 +5,300%