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State Street SPDR Bloomberg Investment Grade Floating Rate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SP
201
Successful Portfolios
Florida
$574K -$6.15K -203 -1%
NEPWA
202
New England Private Wealth Advisors
Massachusetts
$562K +$3.37K +111 +0.6%
RI
203
Ridgewood Investments
New Jersey
$557K +$6.03K +199 +1%
NGA
204
Naples Global Advisors
Florida
$550K -$7.88K -260 -1%
DWM
205
Destination Wealth Management
California
$549K +$550K +18,127 New
MA
206
MCF Advisors
Kentucky
$548K -$1.43M -47,021 -72%
CFAM
207
Center For Asset Management
Florida
$548K +$183K +6,033 +50%
HI
208
Harbour Investments
Wisconsin
$543K
FHA
209
Flagship Harbor Advisors
Massachusetts
$540K -$909 -30 -0.2%
KOC
210
Koss-Olinger Consulting
Florida
$526K
LMKC
211
L.M. Kohn & Company
Ohio
$526K +$22.1K +729 +4%
SWP
212
Strategic Wealth Partners
Ohio
$524K -$3.33K -110 -0.6%
MA
213
McBroom & Associates
Nevada
$517K +$517K +17,051 New
KPWS
214
Kestra Private Wealth Services
Texas
$517K +$518K +17,078 New
1WM
215
1900 Wealth Management
Texas
$515K +$113K +3,721 +28%
UB
216
UMB Bank
Missouri
$511K -$107K -3,527 -17%
MWM
217
Modera Wealth Management
New Jersey
$500K +$546 +18 +0.1%
FA
218
Forefront Analytics
Pennsylvania
$496K +$2.67K +88 +0.5%
PL
219
Protective Life
Alabama
$494K
BWM
220
BerganKDV Wealth Management
Minnesota
$484K -$136K -4,486 -22%
Wealthfront Advisers
221
Wealthfront Advisers
California
$481K +$136K +4,489 +39%
SFS
222
Sowell Financial Services
Arkansas
$463K +$463K +15,278 New
OIM
223
Orca Investment Management
Oregon
$447K -$10.4M -343,789 -96%
CCG
224
Chatham Capital Group
Georgia
$445K -$212K -7,000 -32%
AAS
225
Ameritas Advisory Services
Nebraska
$438K -$42.3K -1,396 -9%