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State Street SPDR Bloomberg Investment Grade Floating Rate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CPL
201
CAP Partners LLC
Tennessee
$359K +$737 +24 +0.2%
OWM
202
Omnitrust Wealth Management
Florida
$354K +$352K +11,462 New
MA
203
MCF Advisors
Kentucky
$349K +$2.3K +75 +0.7%
1L
204
10Elms LLP
Oklahoma
$343K -$6.38K -208 -2%
GRP
205
Global Retirement Partners
California
$340K +$338K +11,029 New
OWA
206
Octavia Wealth Advisors
Ohio
$339K -$29.8K -970 -8%
AI
207
Atria Investments
North Carolina
$327K +$51K +1,663 +19%
OFG
208
Opulen Financial Group
Virginia
$326K -$28.2K -919 -8%
MWP
209
Meriwether Wealth & Planning
Louisiana
$321K -$654K -21,319 -67%
VIP
210
Vantage Investment Partners
Missouri
$320K
BFG
211
Bleakley Financial Group
New Jersey
$316K +$1.66K +54 +0.5%
IAN
212
Integrated Advisors Network
Texas
$315K -$21.6K -705 -6%
CCG
213
Chatham Capital Group
Georgia
$308K
SAM
214
Synergy Asset Management
Washington
$308K
FW
215
FullCircle Wealth
Texas
$307K
ARC
216
Advisor Resource Council
Texas
$301K -$6.34M -206,657 -95%
WAM
217
Worth Asset Management
Texas
$301K -$614 -20 -0.2%
Focus Partners Wealth
218
Focus Partners Wealth
Massachusetts
$299K -$16.3K -532 -5%
CPSAC
219
Chas P. Smith & Associates (CPS)
Florida
$296K -$113K -3,675 -28%
VFS
220
Valpey Financial Services
New Hampshire
$295K +$294K +9,567 New
Janney Montgomery Scott
221
Janney Montgomery Scott
Pennsylvania
$289K -$10.7K -350 -4%
LWM
222
Liberty Wealth Management
California
$287K -$256K -8,356 -47%
Envestnet Portfolio Solutions
223
Envestnet Portfolio Solutions
Illinois
$284K -$27.3K -890 -9%
ET
224
Equitable Trust
Tennessee
$278K -$278K -9,043 -50%
KOC
225
Koss-Olinger Consulting
Florida
$277K -$1.44K -47 -0.5%