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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DTC
251
Davidson Trust Company
Washington
$660K -$50.4K -1,581 -7%
GI
252
Gradient Investments
Minnesota
$647K -$127K -3,982 -16%
AWS
253
Atria Wealth Solutions
New York
$636K -$772K -24,230 -55%
JWS
254
Juncture Wealth Strategies
Arizona
$629K +$318 +10 +0%
NB
255
NBT Bank
New York
$625K -$1.53K -48 -0.2%
WAS
256
Winch Advisory Services
Wisconsin
$622K +$44.7K +1,403 +8%
AIA
257
Ally Invest Advisors
North Carolina
$606K +$174K +5,456 +39%
HI
258
Horizon Investments
North Carolina
$577K -$444K -13,934 -43%
MPWT
259
MassMutual Private Wealth & Trust
Connecticut
$569K +$224K +7,041 +64%
NL
260
NWAM LLC
Washington
$561K +$145K +4,567 +34%
HI
261
Harbour Investments
Wisconsin
$543K -$12.2K -383 -2%
DCS
262
Destiny Capital Securities
Colorado
$530K +$537K +16,856 New
MA
263
Mutual Advisors
Nebraska
$523K +$224K +7,044 +73%
Comerica Bank
264
Comerica Bank
Texas
$518K +$525K +16,481 New
FMWA
265
Forvis Mazars Wealth Advisors
Missouri
$500K -$88.5K -2,778 -15%
BCP
266
Blue Chip Partners
Michigan
$495K -$4.54M -142,478 -90%
DWM
267
Drive Wealth Management
Utah
$493K -$138K -4,334 -22%
FFS
268
Founders Financial Securities
Maryland
$476K -$382K -11,993 -44%
OWP
269
Obermeyer Wealth Partners
Colorado
$470K
API
270
Advisor Partners II
California
$470K +$8.09K +254 +2%
AWA
271
Acorn Wealth Advisors
Michigan
$451K +$52.9K +1,660 +13%
LL
272
LWMG LLC
Minnesota
$451K +$350 +11 +0.1%
CFP
273
Cypress Financial Planning
New Jersey
$439K +$35K +1,100 +9%
Baird Financial Group
274
Baird Financial Group
Wisconsin
$428K
CS
275
Credit Suisse
Switzerland
$428K +$60.5K +1,900 +16%