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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BIA
226
BHK Investment Advisors
Alabama
$359K
IFWM
227
Institute for Wealth Management
Colorado
$354K -$5.95K -180 -2%
PFA
228
Peak Financial Advisors
Colorado
$340K +$56.8K +1,717 +20%
BPWM
229
Badgley Phelps Wealth Managers
Washington
$329K -$37.8M -1,144,103 -99%
ATPW
230
Ashton Thomas Private Wealth
Arizona
$326K -$53.9K -1,629 -14%
HCM
231
Hollencrest Capital Management
California
$310K -$179K -5,420 -36%
TSS
232
Two Sigma Securities
New York
$310K -$115K -3,471 -27%
NA
233
NewEdge Advisors
Louisiana
$301K +$305K +9,232 New
1IA
234
1834 Investment Advisors
Wisconsin
$294K +$6.25K +189 +2%
SC
235
Scotia Capital
Ontario, Canada
$293K +$19.8K +600 +7%
IWC
236
Integrated Wealth Concepts
Massachusetts
$291K -$87.6K -2,648 -23%
CIAS
237
Capital Investment Advisory Services
North Carolina
$289K -$4.36K -132 -1%
PIM
238
Penobscot Investment Management
Massachusetts
$284K -$1.54M -46,440 -84%
SS
239
Simplicity Solutions
Minnesota
$284K +$19.1K +578 +7%
CWA
240
Clearview Wealth Advisors
Oregon
$278K +$1.22K +37 +0.4%
NCG
241
Newport Capital Group
New Jersey
$266K
SW
242
SlateStone Wealth
Florida
$266K
IC
243
IEQ Capital
California
$265K +$1.06K +32 +0.4%
MCM
244
Maryland Capital Management
Maryland
$264K +$364 +11 +0.1%
OWA
245
Outlook Wealth Advisors
Texas
$262K -$11.2K -338 -4%
FAIM
246
Financial Advocates Investment Management
Washington
$260K +$40.9K +1,238 +18%
1CM
247
1492 Capital Management
Wisconsin
$258K -$8.99K -272 -3%
DTL
248
Dynamic Technology Lab
Singapore
$258K +$261K +7,892 New
GLA
249
Good Life Advisors
Pennsylvania
$256K -$36.1K -1,093 -12%
Carson Wealth (CWM LLC)
250
Carson Wealth (CWM LLC)
Nebraska
$254K -$89.7K -2,714 -26%