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State Street SPDR Portfolio Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CW
26
CreativeOne Wealth
Kansas
$3.32M +$3.29M +113,391 New
Carson Wealth (CWM LLC)
27
Carson Wealth (CWM LLC)
Nebraska
$2.98M +$604K +20,804 +26%
WA
28
Wealthstar Advisors
Texas
$2.79M +$1.16K +40 +0%
FLA
29
Financial Life Advisors
Texas
$2.74M +$2.72M +93,763 New
GKWIM
30
Gerber Kawasaki Wealth & Investment Management
California
$2.59M +$473K +16,304 +23%
DK
31
David Kennon
Florida
$2.18M -$6.01M -206,944 -74%
OL
32
Optas LLC
Texas
$1.97M +$1.65M +56,845 +547%
MML Investors Services
33
MML Investors Services
Massachusetts
$1.92M +$401K +13,833 +27%
VA
34
Valmark Advisers
Ohio
$1.75M -$4.21K -145 -0.2%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$1.73M +$483K +16,652 +39%
ARC
36
Advisor Resource Council
Texas
$1.71M +$1.7M +58,449 New
Schroder Investment Management Group
37
Schroder Investment Management Group
United Kingdom
$1.66M -$554K -19,089 -25%
GRP
38
Global Retirement Partners
California
$1.43M +$1.3M +44,814 +1,083%
KWS
39
Keystone Wealth Services
California
$1.3M +$267K +9,189 +26%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$1.29M +$123K +4,254 +11%
Citadel Advisors
41
Citadel Advisors
Florida
$1.19M +$1.18M +40,822 New
WP
42
WealthSource Partners
California
$1.13M +$1.12M +38,597 New
TFA
43
Transamerica Financial Advisors
Florida
$937K +$271K +9,346 +41%
IWA
44
Intercontinental Wealth Advisors
Texas
$865K +$858K +29,577 New
FAIM
45
Financial Advocates Investment Management
Washington
$837K +$84K +2,894 +11%
State of Wisconsin Investment Board
46
State of Wisconsin Investment Board
Wisconsin
$799K +$792K +27,300 New
AWS
47
Atria Wealth Solutions
New York
$795K -$112K -3,869 -12%
QPWM
48
Quadrant Private Wealth Management
Pennsylvania
$778K +$772K +26,610 New
GIA
49
Gladstone Institutional Advisory
Florida
$757K +$538K +18,543 +253%
JCM
50
Jacobi Capital Management
Pennsylvania
$746K +$64.9K +2,236 +10%