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State Street SPDR Bloomberg Investment Grade Floating Rate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFS
201
Cannon Financial Strategists
Georgia
$404K
DWM
202
Destination Wealth Management
California
$403K -$380K -12,367 -49%
WWM
203
Western Wealth Management
Colorado
$392K -$4.24K -138 -1%
Envestnet Portfolio Solutions
204
Envestnet Portfolio Solutions
Illinois
$389K +$20.1K +653 +5%
SWM
205
Silverlake Wealth Management
Vermont
$381K +$11.7K +382 +3%
RCM
206
Raleigh Capital Management
North Carolina
$376K -$63.4K -2,065 -14%
TCM
207
Triumph Capital Management
Colorado
$376K -$87.2K -2,839 -19%
HNB
208
Huntington National Bank
Ohio
$376K
RWB
209
RMR Wealth Builders
New Jersey
$366K +$365K +11,871 New
PNC Financial Services Group
210
PNC Financial Services Group
Pennsylvania
$357K -$2.4K -78 -0.7%
Comerica Bank
211
Comerica Bank
Texas
$353K -$463K -15,071 -57%
NA
212
NewEdge Advisors
Louisiana
$342K +$326K +10,610 +2,220%
OWA
213
Octavia Wealth Advisors
Ohio
$339K -$29.8K -970 -8%
Focus Partners Wealth
214
Focus Partners Wealth
Massachusetts
$337K -$22.1K -718 -6%
MA
215
MCF Advisors
Kentucky
$336K +$1.69K +55 +0.5%
Stifel Financial
216
Stifel Financial
Missouri
$334K -$137K -4,445 -29%
GWM
217
GSB Wealth Management
Connecticut
$333K
AP
218
Adero Partners
California
$330K
Rockefeller Capital Management
219
Rockefeller Capital Management
New York
$321K +$320K +10,406 New
MFG
220
Merit Financial Group
Georgia
$315K -$22.5K -732 -7%
CCG
221
Chatham Capital Group
Georgia
$308K
BPA
222
Beacon Pointe Advisors
California
$303K +$96.4K +3,137 +47%
BHA
223
Beech Hill Advisors
New York
$300K +$299K +9,744 New
LCM
224
Lunt Capital Management
Utah
$296K +$73.3K +2,387 +33%
IHWM
225
Iron Horse Wealth Management
Iowa
$295K -$431K -14,020 -59%