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State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN

Name Holding Trade Value Shares
Change 		Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$147M +$47.4M +1,552,472 +48%
APP
2
Avantax Planning Partners
Iowa
$143M +$776K +25,409 +0.5%
Morgan Stanley
3
Morgan Stanley
New York
$131M +$19.7M +645,095 +18%
Wells Fargo
4
Wells Fargo
California
$70.8M +$50.2M +1,643,508 +243%
VA
5
Valmark Advisers
Ohio
$70M -$668K -21,878 -0.9%
KeyBank National Association
6
KeyBank National Association
Ohio
$66.8M +$1.65M +54,147 +3%
DCM
7
Davidson Capital Management
Texas
$64.5M +$64.7M +2,116,379 New
Bank of America
8
Bank of America
North Carolina
$56.8M +$22M +719,866 +63%
LPL Financial
9
LPL Financial
California
$39.9M +$13M +425,357 +48%
UBS Group
10
UBS Group
Switzerland
$38.3M +$807K +26,417 +2%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$35.1M +$23.7M +774,461 +205%
CCA
12
Clearwater Capital Advisors
Illinois
$34.9M +$7.73M +252,858 +28%
State Street
13
State Street
Massachusetts
$33.7M +$3.35M +109,695 +11%
TB
14
Terril Brothers
Missouri
$32.4M -$718K -23,485 -2%
AA
15
Alesco Advisors
New York
$30.6M +$196K +6,426 +0.6%
MWA
16
MFA Wealth Advisors
Pennsylvania
$29.1M +$29.2M +954,262 New
RA
17
RFG Advisory
Alabama
$29M +$3.57M +116,774 +14%
ECML
18
Eagle Capital Management (Louisiana)
Louisiana
$23.9M +$147K +4,805 +0.6%
Osaic Holdings
19
Osaic Holdings
Arizona
$22.2M +$15.8M +517,661 +164%
APW
20
Aurora Private Wealth
New Jersey
$21.7M +$4.44M +145,202 +26%
JP Morgan Chase
21
JP Morgan Chase
New York
$19.8M +$1.35M +44,238 +7%
AIM
22
Astor Investment Management
Illinois
$19.7M +$19.8M +647,408 New
CM
23
Cornerstone Management
Georgia
$19.5M +$14.1M +461,836 +258%
TCM
24
Towercrest Capital Management
Pennsylvania
$19.5M -$752K -24,622 -4%
WMG
25
WESCAP Management Group
California
$19.4M -$164K -5,362 -0.8%
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