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State Street SPDR Portfolio Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VA
26
Valmark Advisers
Ohio
$1.7M +$1.69M +59,945 New
MML Investors Services
27
MML Investors Services
Massachusetts
$1.47M +$370K +13,144 +34%
OMC
28
Old Mission Capital
Illinois
$1.26M -$289K -10,247 -19%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$1.2M +$297K +10,541 +33%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$1.13M +$24.2K +860 +2%
KWS
31
Keystone Wealth Services
California
$1M +$997K +35,376 New
AWS
32
Atria Wealth Solutions
New York
$881K -$2.55M -90,550 -74%
MA
33
Mutual Advisors
Nebraska
$850K +$845K +29,966 New
ACA
34
Aptus Capital Advisors
Alabama
$773K -$334K -11,851 -30%
FAIM
35
Financial Advocates Investment Management
Washington
$730K +$725K +25,730 New
CWM
36
Collaborative Wealth Management
Florida
$715K +$5.27K +187 +0.7%
JCM
37
Jacobi Capital Management
Pennsylvania
$660K +$49K +1,737 +8%
TFA
38
Transamerica Financial Advisors
Florida
$644K +$626K +22,223 +4,917%
LFA
39
Laraway Financial Advisors
Minnesota
$581K -$2.68K -95 -0.5%
Cetera Investment Advisers
40
Cetera Investment Advisers
Illinois
$567K +$563K +19,967 New
JCIA
41
Jackson Creek Investment Advisors
Colorado
$513K +$510K +18,088 New
GWM
42
Geneos Wealth Management
Colorado
$508K +$60.8K +2,159 +14%
KSWA
43
Kathleen S. Wright Associates
Pennsylvania
$484K +$192K +6,796 +66%
FIM
44
Freedom Investment Management
Connecticut
$407K -$10.1K -359 -2%
PFS
45
Prospera Financial Services
Texas
$394K +$93K +3,300 +31%
BOSSRA
46
B.O.S.S. Retirement Advisors
Utah
$378K +$376K +13,332 New
Commonwealth Equity Services
47
Commonwealth Equity Services
Massachusetts
$353K +$351K +12,467 New
KAS
48
Kestra Advisory Services
Texas
$350K +$14.3K +508 +4%
Rockefeller Capital Management
49
Rockefeller Capital Management
New York
$326K -$14.7K -520 -4%
SWP
50
Summit Wealth Partners
Florida
$302K +$300K +10,646 New