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State Street SPDR Portfolio Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TAP
176
Tounjian Advisory Partners
Florida
$4.15K -$2.13M -73,287 -100%
AC
177
AlphaCore Capital
California
$4.01K – – –
KFAS
178
Keating Financial Advisory Services
Kansas
$3.55K +$29 +1 +0.8%
WWMSC
179
Wagner Wealth Management (South Carolina)
South Carolina
$2.17K +$29 +1 +1%
Jones Financial Companies
180
Jones Financial Companies
Missouri
$2.13K +$2.12K +73 New
DWM
181
Dogwood Wealth Management
Kansas
$1.39K +$1.39K +48 New
SFC
182
SYM Financial Corp
Indiana
$1.04K +$1.04K +36 New
IA
183
IFG Advisory
Georgia
$726 +$725 +25 New
MFP
184
Meramec Financial Planners
Missouri
$428 +$435 +15 New
CFM
185
Compass Financial Management
Florida
$348 +$348 +12 New
HHGA
186
Halbert Hargrove Global Advisors
California
$146 – – –
KFG
187
Kingdom Financial Group
Arizona
$18 +$29 +1 New
IAA
188
Independent Advisor Alliance
North Carolina
– -$2.08M -71,673 Closed
TCIIS
189
TIAA-CREF Individual & Institutional Services
New York
– -$567K -19,520 Closed
TWP
190
Triad Wealth Partners
Kansas
– -$361K -12,452 Closed
1832 Asset Management
191
1832 Asset Management
Ontario, Canada
– -$285K -9,814 Closed
WPC
192
Wedmont Private Capital
Pennsylvania
– -$238K -8,186 Closed
AFAS
193
Acorn Financial Advisory Services
Virginia
– -$203K -7,000 Closed
UBS AM
194
UBS AM
Illinois
– -$96.7K -3,332 Closed
UBS Group
195
UBS Group
Switzerland
– -$96.7K -3,332 Closed
RFP
196
Root Financial Partners
California
– -$63K -2,170 Closed
TWIM
197
TIAA Wealth Investment Management
New York
– -$47.9K -1,659 Closed
ASN
198
Advisory Services Network
Georgia
– -$48.1K -1,658 Closed
MCM
199
MAI Capital Management
Ohio
– -$17.2K -591 Closed
S
200
SignatureFD
Georgia
– -$1.57K -54 Closed