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State Street SPDR Bloomberg Investment Grade Floating Rate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GI
201
GS Investments
Minnesota
$271K -$69K -2,256 -20%
RIG
202
RiverFront Investment Group
Virginia
$271K +$271K +8,871 New
BHWM
203
Bay Harbor Wealth Management
Maryland
$266K -$148K -4,823 -36%
RIM
204
Rockbridge Investment Management
New York
$253K -$248K -8,120 -50%
MFW
205
Mosaic Family Wealth
Missouri
$253K +$253K +8,259 New
ME
206
McIlrath & Eck
Washington
$251K +$251K +8,214 New
RI
207
Ridgewood Investments
New Jersey
$237K
MSFS
208
Main Street Financial Solutions
Pennsylvania
$235K +$235K +7,670 New
IP
209
Intellectus Partners
California
$230K -$61.1K -1,999 -21%
SP
210
Successful Portfolios
Florida
$229K -$12.6K -413 -5%
MCA
211
Magnolia Capital Advisors
Mississippi
$229K -$2.75K -90 -1%
VBFP
212
Valtinson Bruner Financial Planning
Minnesota
$222K -$2.72M -88,871 -92%
TA
213
TrueWealth Advisors
Alabama
$220K +$220K +7,181 New
PWMG
214
Prestige Wealth Management Group
New Jersey
$217K
NL
215
NWAM LLC
Washington
$214K +$214K +7,005 New
SPA
216
Sentinel Pension Advisors
Massachusetts
$212K -$1.65K -54 -0.8%
SB
217
Strategic Blueprint
Georgia
$212K -$1.22K -40 -0.6%
SPC
218
Sigma Planning Corp
Michigan
$210K -$296K -9,666 -58%
CGFA
219
Colton Groome Financial Advisors
North Carolina
$209K -$110K -3,582 -34%
LWPC
220
Legacy Wealth Partners (California)
California
$209K
AWA
221
Arete Wealth Advisors
Illinois
$207K -$18.9K -618 -8%
CA
222
Cetera Advisors
Colorado
$207K -$14.3K -467 -6%
MGI
223
MayTech Global Investments
New York
$203K +$203K +6,652 New
NEPWA
224
New England Private Wealth Advisors
Massachusetts
$202K +$398 +13 +0.2%
AIP
225
Ameritas Investment Partners
Nebraska
$197K -$50K -1,634 -20%