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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWP
226
Summit Wealth Partners
Florida
$367K +$3.13K +85 +0.9%
BRC
227
Bell Rock Capital
Delaware
$362K -$25K -679 -6%
RFA
228
Reilly Financial Advisors
California
$352K -$80.3K -2,180 -19%
Fidelity Investments
229
Fidelity Investments
Massachusetts
$350K +$211K +5,719 +151%
Deutsche Bank
230
Deutsche Bank
Germany
$348K -$418K -11,363 -55%
SC
231
Scotia Capital
Ontario, Canada
$346K +$55.7K +1,513 +19%
SW
232
SlateStone Wealth
Florida
$342K -$293K -7,950 -46%
BS
233
Boenning & Scattergood
Pennsylvania
$342K
OWA
234
Outlook Wealth Advisors
Texas
$333K -$22.2K -604 -6%
MIS
235
Morningstar Investment Services
Illinois
$325K -$25.1K -683 -7%
CIAS
236
Capital Investment Advisory Services
North Carolina
$324K -$14.4K -392 -4%
IFG
237
Investors Financial Group
Minnesota
$323K +$65.3K +1,773 +25%
Creative Planning
238
Creative Planning
Kansas
$322K -$86K -2,336 -21%
CAG
239
Csenge Advisory Group
Florida
$322K -$81.3K -2,209 -20%
BFA
240
Beacon Financial Advisory
Ohio
$315K +$316K +8,577 New
PP
241
PrairieView Partners
Minnesota
$314K -$18.8K -510 -6%
GPWA
242
Great Point Wealth Advisors
Massachusetts
$307K
CAS
243
Cascadia Advisory Services
Oregon
$305K -$559K -15,191 -65%
MAFM
244
Mid Atlantic Financial Management
Pennsylvania
$291K +$291K +7,905 New
RMAM
245
Raab & Moskowitz Asset Management
New Jersey
$282K -$9.79K -266 -3%
AIA
246
Alera Investment Advisors
Illinois
$277K +$277K +7,525 New
ACM
247
Anfield Capital Management
California
$274K +$275K +7,458 New
MCA
248
Magnolia Capital Advisors
Mississippi
$267K
CCA
249
Catalyst Capital Advisors
New York
$261K
PCM
250
Poehling Capital Management
Wisconsin
$261K