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State Street SPDR Portfolio Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
QPWM
51
Quadrant Private Wealth Management
Pennsylvania
$1.19M +$392K +13,990 +53%
JCM
52
Jacobi Capital Management
Pennsylvania
$1.12M +$163K +5,823 +18%
KFG
53
Kingdom Financial Group
Arizona
$1.11M +$305K +10,874 +40%
WP
54
WealthSource Partners
California
$1.1M +$386K +13,784 +58%
Commonwealth Equity Services
55
Commonwealth Equity Services
Massachusetts
$1.09M -$108K -3,845 -9%
KSWA
56
Kathleen S. Wright Associates
Pennsylvania
$1.09M +$291K +10,387 +39%
FAIM
57
Financial Advocates Investment Management
Washington
$1.02M +$32.3K +1,154 +3%
KW
58
KWB Wealth
California
$950K +$904K +32,286 New
BRWA
59
B. Riley Wealth Advisors
Florida
$880K +$364K +13,000 +77%
Corient Private Wealth
60
Corient Private Wealth
Florida
$870K
SW
61
Simplicity Wealth
New Jersey
$841K +$801K +28,588 New
BFG
62
Beacon Financial Group
Texas
$817K +$778K +27,788 New
Cambridge Investment Research Advisors
63
Cambridge Investment Research Advisors
Iowa
$747K +$343K +12,253 +93%
Charles Schwab
64
Charles Schwab
California
$733K +$698K +24,931 New
AWA
65
Arete Wealth Advisors
Illinois
$709K +$676K +24,123 New
TFA
66
Transamerica Financial Advisors
Florida
$698K +$43.6K +1,557 +7%
JCIA
67
Jackson Creek Investment Advisors
Colorado
$617K +$11K +391 +2%
Osaic Holdings
68
Osaic Holdings
Arizona
$596K +$65.9K +2,353 +13%
NS
69
NBC Securities
Alabama
$593K -$55.8K -1,993 -9%
LFA
70
Laraway Financial Advisors
Minnesota
$569K -$5.41K -193 -1%
AWM
71
Avior Wealth Management
Nebraska
$543K +$517K +18,452 New
Neuberger Berman Group
72
Neuberger Berman Group
New York
$527K +$501K +17,904 New
VPP
73
Vertex Planning Partners
Illinois
$523K +$81.5K +2,909 +20%
KFGK
74
Keystone Financial Group (Kentucky)
Kentucky
$441K +$13.4K +477 +3%
NWMG
75
National Wealth Management Group
Ohio
$417K +$92.3K +3,294 +30%