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State Street SPDR Portfolio Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KFGK
76
Keystone Financial Group (Kentucky)
Kentucky
$470K +$33.1K +1,140 +8%
BRWA
77
B. Riley Wealth Advisors
Florida
$466K -$377K -13,000 -43%
PS
78
Principal Securities
Iowa
$431K +$20.8K +718 +5%
CF
79
Convergence Financial
Missouri
$407K +$406K +13,997 New
PIA
80
Perennial Investment Advisors
California
$400K +$27.9K +962 +8%
RP
81
Rice Partnership
Hawaii
$389K +$388K +13,356 New
NWMG
82
National Wealth Management Group
Ohio
$376K -$36.5K -1,258 -9%
CAN
83
Cetera Advisor Networks
California
$372K +$130K +4,463 +54%
AA
84
Aire Advisors
California
$365K +$552 +19 +0.2%
BAM
85
Belpointe Asset Management
Nevada
$362K +$30.2K +1,040 +9%
TVAMP
86
Tennessee Valley Asset Management Partners
Tennessee
$353K +$164K +5,650 +87%
Rockefeller Capital Management
87
Rockefeller Capital Management
New York
$335K
AAS
88
Avantax Advisory Services
Texas
$302K +$301K +10,374 New
CASC
89
Coppell Advisory Solutions Corp
Texas
$298K +$297K +10,220 New
AG
90
Ascent Group
Virginia
$289K -$784 -27 -0.3%
PFS
91
Prospera Financial Services
Texas
$279K +$31.2K +1,074 +13%
DA
92
Detalus Advisors
Missouri
$267K -$1.08M -37,108 -80%
Creative Planning
93
Creative Planning
Kansas
$253K -$2.58K -89 -1%
AFA
94
Arlington Financial Advisors
California
$241K +$240K +8,264 New
BOSSRA
95
B.O.S.S. Retirement Advisors
Utah
$234K -$54.9K -1,892 -19%
SAG
96
SageView Advisory Group
California
$230K +$144K +4,945 New
PTC
97
Private Trust Company
Ohio
$224K +$8.22K +283 +4%
SFS
98
Security Financial Services
Indiana
$214K -$38.7K -1,332 -15%
WPC
99
Wedmont Private Capital
Pennsylvania
$213K +$2.76K +95 +1%
NA
100
NewEdge Advisors
Louisiana
$212K +$90.6K +3,122 +75%