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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SIAS
301
Shine Investment Advisory Services
Colorado
$1K +$1.09K +31 New
FWM
302
Filbrandt Wealth Management
Wisconsin
$1K +$1.51K +43 New
FGAM
303
Financial Gravity Asset Management
Texas
$886 +$915K +26,089 New
KFS
304
Kelly Financial Services
Massachusetts
$103
PI
305
PFS Investments
Georgia
-$20.6M -584,037 Closed
CIM
306
Confluence Investment Management
Missouri
-$15.5M -445,060 Closed
ACM
307
AlphaStar Capital Management
North Carolina
-$13M -367,688 Closed
Renaissance Technologies
308
Renaissance Technologies
New York
-$6.62M -187,363 Closed
CCA
309
Conservest Capital Advisors
Pennsylvania
-$4.63M -130,971 Closed
RFM
310
Royal Fund Management
Florida
-$2.91M -82,317 Closed
IUHSA
311
Itau Unibanco Holding S.A.
Brazil
-$2.62M -74,327 Closed
TCWM
312
Total Clarity Wealth Management
Illinois
-$1.86M -52,570 Closed
First Trust Advisors
313
First Trust Advisors
Illinois
-$1.74M -49,179 Closed
IAA
314
Independent Advisor Alliance
North Carolina
-$1.6M -45,419 Closed
MFG
315
Menard Financial Group
Texas
-$1.34M -37,839 Closed
CWP
316
Capital Wealth Planning
Florida
-$794K -22,492 Closed
SWM
317
SeaCrest Wealth Management
New York
-$625K -17,688 Closed
AFP
318
Ausdal Financial Partners
Iowa
-$511K -14,312 Closed
FFS
319
Founders Financial Securities
Maryland
-$492K -13,942 Closed
TSS
320
Two Sigma Securities
New York
-$371K -10,497 Closed
Northern Trust
321
Northern Trust
Illinois
-$4K -10,353 Closed
CB
322
Commerce Bank
Missouri
-$360K -10,185 Closed
SAM
323
Stringer Asset Management
Tennessee
-$352K -9,955 Closed
DSN
324
D. Scott Neal
Kentucky
-$292K -8,266 Closed
CIBC World Market
325
CIBC World Market
Ontario, Canada
-$288K -8,154 Closed