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State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN

Name Holding Trade Value Shares
Change 		Change in
Stake
CNC
201
Canandaigua National Corp
New York
$265K +$458 +15 +0.2%
AIP
202
Ameritas Investment Partners
Nebraska
$247K +$6.2K +203 +3%
SP
203
Successful Portfolios
Florida
$242K -$18.3K -600 -7%
SWP
204
Strategic Wealth Partners
Ohio
$241K -$88.3K -2,890 -27%
RI
205
Ridgewood Investments
New Jersey
$237K +$237K +7,758 New
FWM
206
Foresight Wealth Management
Utah
$232K -$134K -4,396 -37%
MCA
207
Magnolia Capital Advisors
Mississippi
$232K – – –
AWA
208
Arete Wealth Advisors
Illinois
$226K -$16.8K -551 -7%
CA
209
Cetera Advisors
Colorado
$222K +$221K +7,245 New
PWMG
210
Prestige Wealth Management Group
New Jersey
$217K -$672 -22 -0.3%
SB
211
Strategic Blueprint
Georgia
$214K -$22.2K -725 -9%
SPA
212
Sentinel Pension Advisors
Massachusetts
$214K +$213K +6,984 New
BFEC
213
Benjamin F. Edwards & Company
Missouri
$210K -$4.58K -150 -2%
LWPC
214
Legacy Wealth Partners (California)
California
$209K – – –
CW
215
CreativeOne Wealth
Kansas
$205K +$205K +6,721 New
MWM
216
McNaughton Wealth Management
California
$203K -$788K -25,781 -79%
NEPWA
217
New England Private Wealth Advisors
Massachusetts
$202K +$428 +14 +0.2%
GRP
218
Global Retirement Partners
California
$167K -$13.7K -450 -8%
PA
219
Parallel Advisors
California
$125K +$6.02K +197 +5%
CFG
220
Capstone Financial Group
Oklahoma
$123K – – –
CAAS
221
Capital Asset Advisory Services
Michigan
$108K – – –
VFA
222
Valeo Financial Advisors
Indiana
$103K -$7.49K -245 -7%
GFPC
223
Global Financial Private Client
Florida
$96.9K -$50.5K -1,652 -34%
ACA
224
Aptus Capital Advisors
Alabama
$86K +$41.3K +1,352 +92%
CHA
225
Carmichael Hill & Associates
Maryland
$83K – – –
7 8
9
10 11