We are live on ! Find out more
SPIB icon

State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
226
Collaborative Wealth Management
Florida
$827K +$91.6K +2,840 +13%
JWS
227
Juncture Wealth Strategies
Arizona
$821K -$29.9K -928 -4%
TC
228
TownSquare Capital
Utah
$814K -$845K -26,197 -51%
KAS
229
Kestra Advisory Services
Texas
$806K -$508K -15,736 -39%
Carson Wealth (CWM LLC)
230
Carson Wealth (CWM LLC)
Nebraska
$803K +$445K +13,801 +126%
FFS
231
Founders Financial Securities
Maryland
$803K +$209K +6,473 +36%
IAN
232
Integrated Advisors Network
Texas
$794K -$75K -2,325 -9%
PA
233
PFG Advisors
Arizona
$756K -$108K -3,338 -13%
DBT
234
Dubuque Bank & Trust
Iowa
$730K +$725K +22,466 New
PNC Financial Services Group
235
PNC Financial Services Group
Pennsylvania
$726K +$7.9K +245 +1%
Mercer Global Advisors
236
Mercer Global Advisors
Colorado
$700K -$311K -9,640 -31%
JCM
237
Jacobi Capital Management
Pennsylvania
$688K +$11.7K +364 +2%
DWM
238
Drive Wealth Management
Utah
$685K -$48.3K -1,499 -7%
DTC
239
Davidson Trust Company
Washington
$684K +$2.71K +84 +0.4%
NB
240
NBT Bank
New York
$680K
FWM
241
Focused Wealth Management
New York
$677K -$4.83M -149,634 -88%
AWS
242
Atria Wealth Solutions
New York
$677K -$330K -10,234 -33%
GFS
243
GYL Financial Synergies
Connecticut
$647K -$156K -4,833 -20%
FMWA
244
Forvis Mazars Wealth Advisors
Missouri
$626K -$26K -805 -4%
AFAS
245
Acorn Financial Advisory Services
Virginia
$600K -$14.3K -444 -2%
DC
246
Destiny Capital
Colorado
$586K -$24.1K -748 -4%
HI
247
Harbour Investments
Wisconsin
$582K -$6.13K -190 -1%
WAS
248
Winch Advisory Services
Wisconsin
$566K +$25.5K +792 +5%
Verition Fund Management
249
Verition Fund Management
Connecticut
$546K -$716K -22,206 -57%
C1AG
250
Client 1st Advisory Group
Florida
$537K -$13.9K -431 -3%