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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HT
276
Headlands Technologies
Illinois
$685K +$586K +18,451 +765%
MA
277
Mutual Advisors
Nebraska
$669K +$119K +3,751 +23%
LPT
278
Legacy Private Trust
Wisconsin
$656K -$432K -13,589 -40%
NB
279
NBT Bank
New York
$652K
PVH
280
Psagot Value Holdings
Israel
$634K +$195K +6,130 +46%
CCP
281
Carmel Capital Partners
California
$610K +$591K +18,586 New
FWM
282
Forza Wealth Management
Florida
$608K -$159K -5,000 -21%
GI
283
Gradient Investments
Minnesota
$603K -$71K -2,233 -11%
Citadel Advisors
284
Citadel Advisors
Florida
$596K -$2.3M -72,330 -80%
T
285
Tidemark
California
$596K +$577K +18,144 New
NL
286
NWAM LLC
Washington
$590K +$4.04K +127 +0.7%
HI
287
Horizon Investments
North Carolina
$588K -$13.9K -437 -2%
AFAS
288
Acorn Financial Advisory Services
Virginia
$584K -$139K -4,385 -20%
HI
289
Harbour Investments
Wisconsin
$568K +$572 +18 +0.1%
JWS
290
Juncture Wealth Strategies
Arizona
$554K -$100K -3,150 -16%
CM
291
Columbus Macro
Pennsylvania
$552K -$4.6M -144,768 -90%
Pathstone Holdings
292
Pathstone Holdings
New Jersey
$537K +$520K +16,374 New
MFA
293
Mayflower Financial Advisors
Massachusetts
$527K +$209K +6,588 +70%
FMWA
294
Forvis Mazars Wealth Advisors
Missouri
$522K
CFP
295
Cypress Financial Planning
New Jersey
$515K +$58.4K +1,837 +13%
BNP Paribas Financial Markets
296
BNP Paribas Financial Markets
France
$513K +$497K +15,636 New
SFS
297
Sowell Financial Services
Arkansas
$492K +$156K +4,913 +49%
OWP
298
Obermeyer Wealth Partners
Colorado
$491K
BP
299
BCK Partners
New York
$491K -$406K -12,781 -46%
FFS
300
Founders Financial Securities
Maryland
$484K -$12.7K -401 -3%