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State Street SPDR Portfolio Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
51
Citigroup
New York
$199K
GWM
52
Geneos Wealth Management
Colorado
$147K +$15.8K +450 +12%
NFG
53
Next Financial Group
Texas
$111K +$27K +772 +32%
FRA
54
Front Row Advisors
California
$81K
UBS Group
55
UBS Group
Switzerland
$67K +$32.7K +934 +95%
KSWA
56
Kathleen S. Wright Associates
Pennsylvania
$34K +$34.4K +982 New
GM
57
GeoWealth Management
Illinois
$32K -$101K -2,874 -76%
PNC Financial Services Group
58
PNC Financial Services Group
Pennsylvania
$24K +$23.7K +676 New
HIA
59
Harbor Investment Advisory
Maryland
$17K
GRP
60
Global Retirement Partners
California
$14K -$21.1K -603 -60%
CA
61
CoreCap Advisors
Michigan
$14K +$13.9K +397 New
FA
62
Faithward Advisors
Pennsylvania
$13K +$140 +4 +1%
Fidelity Investments
63
Fidelity Investments
Massachusetts
$11K
Wells Fargo
64
Wells Fargo
California
$9K +$245 +7 +3%
FWP
65
FAS Wealth Partners
Kansas
$7K -$315 -9 -4%
SPIA
66
Steward Partners Investment Advisory
New York
$5K +$5.39K +154 New
FDCDDQ
67
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.48K
SCA
68
Snowden Capital Advisors
New York
$3K +$3.33K +95 New
IHWM
69
Iron Horse Wealth Management
Iowa
$1K
VAS
70
Vestmark Advisory Solutions
Massachusetts
-$1.4M -39,951 Closed
AC
71
Apella Capital
Connecticut
-$301K -8,571 Closed
KIG
72
Kowal Investment Group
Wisconsin
-$25K -724 Closed
HI
73
Harbour Investments
Wisconsin
-$4.13K -118 -95%
CAAS
74
Capital Asset Advisory Services
Michigan
-$2K -52 Closed
LWM
75
Liberty Wealth Management
California
-$1K -18 Closed