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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWAP
226
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$465K
ATPW
227
Ashton Thomas Private Wealth
Arizona
$457K -$1.63K -45 -0.4%
1CM
228
1492 Capital Management
Wisconsin
$443K +$60.2K +1,662 +16%
Carson Wealth (CWM LLC)
229
Carson Wealth (CWM LLC)
Nebraska
$442K +$443K +12,221 New
PMG
230
ProVise Management Group
Florida
$441K +$3.81K +105 +0.9%
EWA
231
EP Wealth Advisors
California
$436K -$290K -8,001 -40%
UCFA
232
United Capital Financial Advisors
Texas
$412K -$175K -4,829 -30%
MCM
233
Mainstay Capital Management
Michigan
$406K -$407K -11,238 -50%
RFA
234
Reilly Financial Advisors
California
$405K +$16.5K +456 +4%
FFS
235
Founders Financial Securities
Maryland
$404K +$405K +11,170 New
PFM
236
Phillips Financial Management
Indiana
$403K -$22.7K -627 -5%
IFWM
237
Institute for Wealth Management
Colorado
$399K -$14.6K -402 -4%
BIA
238
BHK Investment Advisors
Alabama
$398K
AWA
239
Acorn Wealth Advisors
Michigan
$395K +$290 +8 +0.1%
MWC
240
MBM Wealth Consultants
Missouri
$395K +$11.7K +324 +3%
IA
241
IFG Advisory
Georgia
$381K +$507 +14 +0.1%
IFG
242
Investors Financial Group
Minnesota
$374K +$7.18K +198 +2%
WT
243
Whittier Trust
California
$367K
CW
244
CreativeOne Wealth
Kansas
$366K +$367K +10,133 New
NA
245
NewEdge Advisors
Louisiana
$355K +$357K +9,839 New
PFA
246
Peak Financial Advisors
Colorado
$353K +$354K +9,754 New
CWA
247
Clearview Wealth Advisors
Oregon
$347K -$55.6K -1,533 -14%
TPWM
248
Twelve Points Wealth Management
Massachusetts
$340K +$341K +9,403 New
BS
249
Boenning & Scattergood
Pennsylvania
$326K
CIAS
250
Capital Investment Advisory Services
North Carolina
$325K -$1.78K -49 -0.5%