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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
226
PNC Financial Services Group
Pennsylvania
$704K -$166K -5,236 -19%
VBFP
227
Valtinson Bruner Financial Planning
Minnesota
$702K -$2.12M -67,189 -76%
FAIM
228
Financial Advocates Investment Management
Washington
$701K +$440K +13,917 +171%
SFA
229
Sequoia Financial Advisors
Ohio
$689K +$14.4K +456 +2%
IP
230
Ignite Planners
California
$677K +$31.2K +987 +5%
DTC
231
Davidson Trust Company
Washington
$668K +$663K +20,979 New
NB
232
NBT Bank
New York
$666K +$58.5K +1,850 +10%
WAP
233
Wealthcare Advisory Partners
Pennsylvania
$665K +$661K +20,906 New
JCM
234
Jacobi Capital Management
Pennsylvania
$662K +$28.6K +906 +5%
IA
235
IFG Advisory
Georgia
$654K +$84.7K +2,677 +15%
WAOI
236
Wealth Advisors of Iowa
Iowa
$654K +$649K +20,535 New
PAG
237
Private Advisor Group
New Jersey
$651K +$4.47M +141,343 +28%
HWMA
238
Heritage Wealth Management (Arizona)
Arizona
$643K +$296K +9,345 +86%
LFA
239
LGT Financial Advisors
Texas
$643K +$638K +20,189 New
FMWA
240
Forvis Mazars Wealth Advisors
Missouri
$639K -$48.4K -1,530 -7%
PTC
241
Private Trust Company
Ohio
$613K +$84.1K +2,659 +16%
DC
242
Destiny Capital
Colorado
$607K +$594K +18,776 New
AFAS
243
Acorn Financial Advisory Services
Virginia
$602K +$103K +3,250 +21%
FFS
244
Founders Financial Securities
Maryland
$580K +$178K +5,618 +45%
HI
245
Harbour Investments
Wisconsin
$576K -$41.9K -1,325 -7%
TW
246
Towerpoint Wealth
California
$561K +$61.9K +1,958 +12%
Betterment LLC
247
Betterment LLC
New York
$545K -$577K -18,248 -52%
C1AG
248
Client 1st Advisory Group
Florida
$540K -$150K -4,750 -22%
WAS
249
Winch Advisory Services
Wisconsin
$529K -$23.9K -756 -4%
WFAG
250
Wescott Financial Advisory Group
Pennsylvania
$523K -$159K -5,014 -23%