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State Street SPDR Bloomberg Investment Grade Floating Rate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FWM
201
Foresight Wealth Management
Utah
$457K +$75.2K +2,450 +20%
PWP
202
Personal Wealth Partners
Minnesota
$452K
SFM
203
Signet Financial Management
New Jersey
$429K +$43.3K +1,412 +11%
TW
204
Transform Wealth
Colorado
$426K +$426K +13,876 New
SEIA
205
Signature Estate & Investment Advisors
California
$419K -$796K -25,937 -66%
HIS
206
Harvest Investment Services
Illinois
$413K -$47.9K -1,560 -10%
VF
207
Virtu Financial
New York
$410K +$410K +13,355 New
CGFA
208
Colton Groome Financial Advisors
North Carolina
$395K +$394K +12,840 New
CAL
209
Capital Advisors Ltd
Ohio
$381K -$19.4K -631 -5%
IC
210
Innealta Capital
Texas
$373K +$373K +12,144 New
CCM
211
Cribstone Capital Management
Maine
$371K -$313K -10,212 -46%
VIP
212
Vantage Investment Partners
Missouri
$363K +$50.1K +1,632 +16%
Northwestern Mutual Wealth Management
213
Northwestern Mutual Wealth Management
Wisconsin
$357K +$318K +10,357 +816%
SEI Investments
214
SEI Investments
Pennsylvania
$355K +$118K +3,836 +50%
RBC
215
Roble Belko & Company
Pennsylvania
$353K -$302K -9,847 -46%
LNC
216
Lincoln National Corp
Pennsylvania
$353K +$82K +2,674 +30%
RA
217
RFG Advisory
Alabama
$340K +$72.2K +2,353 +27%
AWA
218
Arete Wealth Advisors
Illinois
$318K +$29.8K +970 +10%
LWS
219
Lucia Wealth Services
California
$318K +$317K +10,346 New
BFEC
220
Benjamin F. Edwards & Company
Missouri
$304K +$110K +3,586 +57%
BHWM
221
Bay Harbor Wealth Management
Maryland
$303K -$2.24K -73 -0.7%
SB
222
Strategic Blueprint
Georgia
$303K
UCFA
223
United Capital Financial Advisors
Texas
$302K +$302K +9,838 New
WB
224
WesBanco Bank
West Virginia
$300K
LWAC
225
Laurel Wealth Advisors (California)
California
$299K +$299K +9,746 New