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State Street SPDR Portfolio Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Private Wealth Group
126
CIBC Private Wealth Group
Georgia
$56K +$55K +1,866 New
Comerica Bank
127
Comerica Bank
Texas
$45.1K +$4.66K +158 +12%
RFS
128
Richardson Financial Services
Massachusetts
$35.4K
AF
129
Advisornet Financial
Minnesota
$31.1K
CFD
130
Creative Financial Designs
Indiana
$30.4K +$25.8K +875 +639%
CTWM
131
Cherry Tree Wealth Management
Minnesota
$23.7K +$23.2K +788 New
GRP
132
Global Retirement Partners
California
$22.9K +$265 +9 +1%
BFO
133
Biltmore Family Office
North Carolina
$19.9K
GJIA
134
Glass Jacobson Investment Advisors
Maryland
$14.2K +$13.9K +473 New
SPIA
135
Steward Partners Investment Advisory
New York
$13.8K
Fidelity Investments
136
Fidelity Investments
Massachusetts
$11.1K -$2.68K -91 -20%
IA
137
IFP Advisors
Florida
$10.1K +$9.94K +337 New
FWP
138
FAS Wealth Partners
Kansas
$7.15K +$88 +3 +1%
NS
139
NBC Securities
Alabama
$4K
MPWT
140
MassMutual Private Wealth & Trust
Connecticut
$3.09K +$3.04K +103 New
CA
141
Continuum Advisory
Idaho
$1.3K +$1.33K +45 New
IHWM
142
Iron Horse Wealth Management
Iowa
$1.02K
LIS
143
Legacy Investment Solutions
Idaho
$580 +$590 +20 New
LWMI
144
Legacy Wealth Management (Idaho)
Idaho
$580 +$590 +20 New
MWA
145
MFA Wealth Advisors
Pennsylvania
$32
BNP Paribas Financial Markets
146
BNP Paribas Financial Markets
France
$30 +$29 +1 New
AIA
147
Acute Investment Advisory
Arizona
-$2.43M -84,584 Closed
BRWA
148
B. Riley Wealth Advisors
Florida
-$1.97M -68,795 Closed
SP
149
Sequent Planning
Nebraska
-$742K -26,087 Closed
FLA
150
Financial Life Advisors
Texas
-$625K -21,787 Closed