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State Street SPDR Portfolio Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFS
26
Prospera Financial Services
Texas
$959K +$168K +4,800 +21%
CWM
27
Collaborative Wealth Management
Florida
$901K +$906K +25,869 New
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$894K +$252K +7,211 +39%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$860K +$213K +6,089 +33%
CW
30
CreativeOne Wealth
Kansas
$840K -$98.2K -2,804 -10%
Osaic Holdings
31
Osaic Holdings
Arizona
$774K -$16.9K -484 -2%
KAS
32
Kestra Advisory Services
Texas
$699K +$102K +2,920 +17%
JCM
33
Jacobi Capital Management
Pennsylvania
$697K +$19.3K +550 +3%
FIM
34
Freedom Investment Management
Connecticut
$579K -$11.6K -331 -2%
FTUS
35
Flow Traders U.S.
New York
$569K +$573K +16,360 New
OMC
36
Old Mission Capital
Illinois
$500K +$35.2K +1,005 +8%
KFP
37
KMG Fiduciary Partners
Ohio
$472K
AP
38
Advisors Preferred
Maryland
$433K +$439K +12,544 New
CFMC
39
Curbstone Financial Management Corp
New Hampshire
$420K +$423K +12,070 New
LFA
40
Laraway Financial Advisors
Minnesota
$419K +$421K +12,030 New
EH
41
Equitable Holdings
New York
$395K +$397K +11,350 New
Cetera Investment Advisers
42
Cetera Investment Advisers
Illinois
$381K +$383K +10,953 New
Rockefeller Capital Management
43
Rockefeller Capital Management
New York
$330K -$134K -3,818 -29%
FHA
44
Flagship Harbor Advisors
Massachusetts
$324K -$10.5K -300 -3%
MSWMA
45
Market Street Wealth Management Advisors
Indiana
$294K
PWM
46
Purus Wealth Management
California
$257K -$121K -3,459 -32%
CWM
47
Cornerstone Wealth Management
Missouri
$255K +$258K +7,364 New
GKWIM
48
Gerber Kawasaki Wealth & Investment Management
California
$241K +$36K +1,027 +663%
WAP
49
Wealthcare Advisory Partners
Pennsylvania
$219K -$2.36M -67,291 -91%
IWM
50
IHT Wealth Management
Illinois
$202K +$203K +5,809 New