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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCFM
251
Clear Creek Financial Management
Washington
$1.5M -$1.32M -39,772 -47%
CW
252
CreativeOne Wealth
Kansas
$1.49M +$278K +8,410 +23%
TPWA
253
TRUE Private Wealth Advisors
Oregon
$1.47M +$230K +6,947 +19%
SFFS
254
Stonehage Fleming Financial Services
Jersey
$1.45M
EGA
255
E&G Advisors
Texas
$1.42M
BBA
256
BLB&B Advisors
Pennsylvania
$1.42M -$210K -6,351 -13%
LWMI
257
Landmark Wealth Management (Illinois)
Illinois
$1.42M +$140K +4,232 +11%
KWM
258
Kingsview Wealth Management
Oregon
$1.41M +$217K +6,540 +18%
VWM
259
Verus Wealth Management
Wisconsin
$1.41M +$31.6K +955 +2%
Millennium Management
260
Millennium Management
New York
$1.38M +$322K +9,723 +31%
Rockefeller Capital Management
261
Rockefeller Capital Management
New York
$1.37M -$52.1K -1,573 -4%
ZF
262
Zhang Financial
Michigan
$1.34M +$1.42K +43 +0.1%
MWM
263
Mascagni Wealth Management
Mississippi
$1.32M +$556K +16,783 +75%
MFG
264
Merit Financial Group
Georgia
$1.28M -$694K -20,956 -35%
CB
265
Community Bank
New York
$1.27M +$349K +10,545 +39%
US Bancorp
266
US Bancorp
Minnesota
$1.24M -$735K -22,190 -38%
Luther King Capital Management (LKCM)
267
Luther King Capital Management (LKCM)
Texas
$1.2M
WT
268
Whittier Trust
California
$1.17M -$33.6K -1,014 -3%
RWM
269
RKL Wealth Management
Pennsylvania
$1.16M -$176K -5,313 -13%
NL
270
NWAM LLC
Washington
$1.15M +$62.2K +1,880 +6%
PCM
271
Parsons Capital Management
Rhode Island
$1.14M +$56.7K +1,712 +5%
KF
272
KKM Financial
Illinois
$1.13M +$18.6K +561 +2%
CWM
273
Collaborative Wealth Management
Florida
$1.12M +$62.6K +1,891 +6%
VCA
274
Verdence Capital Advisors
Maryland
$1.11M -$163K -4,921 -13%
IA
275
IFP Advisors
Florida
$1.11M -$675K -20,387 -38%