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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IWC
251
Integrated Wealth Concepts
Massachusetts
$326K +$49.1K +1,505 +17%
SWP
252
Stratos Wealth Partners
Ohio
$325K -$92.9K -2,851 -22%
PFA
253
Peak Financial Advisors
Colorado
$321K -$5.38K -165 -2%
WF
254
Wayfinding Financial
Washington
$317K +$330K +10,138 New
MFG
255
Merit Financial Group
Georgia
$316K -$206K -6,329 -39%
FTS
256
Fifth Third Securities
Ohio
$307K -$121K -3,726 -28%
HCM
257
Hollencrest Capital Management
California
$298K – – –
GLA
258
Good Life Advisors
Pennsylvania
$287K +$42.4K +1,300 +17%
SC
259
Scotia Capital
Ontario, Canada
$281K – – –
PIM
260
Penobscot Investment Management
Massachusetts
$272K – – –
CT
261
Cambridge Trust
Massachusetts
$271K -$110K -3,361 -28%
CIAS
262
Capital Investment Advisory Services
North Carolina
$271K -$7.2K -221 -2%
ATPW
263
Ashton Thomas Private Wealth
Arizona
$269K -$45.4K -1,394 -14%
1IA
264
1834 Investment Advisors
Wisconsin
$268K -$14.8K -454 -5%
Carson Wealth (CWM LLC)
265
Carson Wealth (CWM LLC)
Nebraska
$260K +$17K +522 +7%
SWIG
266
Strategic Wealth Investment Group
Kentucky
$259K +$270K +8,274 New
CRI
267
Colonial River Investments
Virginia
$258K -$200K -6,140 -43%
SW
268
SlateStone Wealth
Florida
$256K – – –
FPAS
269
Focus Partners Advisor Solutions
Missouri
$256K +$266K +8,174 New
TWM
270
Tanager Wealth Management
United Kingdom
$256K +$267K +8,177 New
IC
271
IEQ Capital
California
$255K +$1.37K +42 +0.5%
Lido Advisors
272
Lido Advisors
California
$254K +$265K +8,119 New
IFWM
273
Institute for Wealth Management
Colorado
$253K -$90.6K -2,779 -26%
MCM
274
Maryland Capital Management
Maryland
$253K -$228 -7 -0.1%
CWA
275
Clearview Wealth Advisors
Oregon
$251K -$15.9K -488 -6%