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State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN

Name Holding Trade Value Shares
Change 		Change in
Stake
APP
1
Avantax Planning Partners
Iowa
$143M +$2.95M +96,518 +2%
Morgan Stanley
2
Morgan Stanley
New York
$112M +$18.1M +591,131 +19%
Ameriprise
3
Ameriprise
Minnesota
$99.7M +$2.3M +75,006 +2%
VA
4
Valmark Advisers
Ohio
$70.9M +$1.82M +59,304 +3%
KeyBank National Association
5
KeyBank National Association
Ohio
$65.3M +$2.32M +75,943 +4%
UBS Group
6
UBS Group
Switzerland
$37.6M -$4.34M -141,844 -10%
Bank of America
7
Bank of America
North Carolina
$35M +$970K +31,685 +3%
TB
8
Terril Brothers
Missouri
$33.3M +$24.1M +788,750 +264%
AA
9
Alesco Advisors
New York
$30.5M -$68.9M -2,250,816 -69%
State Street
10
State Street
Massachusetts
$30.4M -$6.36M -207,724 -17%
CCA
11
Clearwater Capital Advisors
Illinois
$27.3M -$85.4K -2,789 -0.3%
LPL Financial
12
LPL Financial
California
$27M -$3.6M -117,586 -12%
RA
13
RFG Advisory
Alabama
$25.5M -$6.11M -199,623 -19%
ECML
14
Eagle Capital Management (Louisiana)
Louisiana
$23.8M -$88.8K -2,901 -0.4%
Wells Fargo
15
Wells Fargo
California
$20.7M -$2.34M -76,469 -10%
TCM
16
Towercrest Capital Management
Pennsylvania
$20.3M -$34.9K -1,141 -0.2%
WMG
17
WESCAP Management Group
California
$19.6M +$178K +5,801 +0.9%
CFIA
18
Cantor Fitzgerald Investment Advisors
New York
$18.7M +$584K +19,075 +3%
UIA
19
UBP Investment Advisors
Switzerland
$18.6M -$308K -10,063 -2%
JP Morgan Chase
20
JP Morgan Chase
New York
$18.5M -$501K -16,355 -3%
CFMC
21
Curbstone Financial Management Corp
New Hampshire
$17.7M -$674K -22,000 -4%
APW
22
Aurora Private Wealth
New Jersey
$17.4M +$3.42M +111,579 +24%
RJA
23
Raymond James & Associates
Florida
$17.3M +$2.15M +70,129 +14%
AWMG
24
Alliance Wealth Management Group
New Jersey
$16.7M -$5.88K -192 -0%
RWM
25
Refined Wealth Management
Utah
$13.3M +$102K +3,342 +0.8%
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