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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WP
301
WealthShield Partners
North Carolina
$16K -$66.3K -1,801 -81%
CHA
302
Carmichael Hill & Associates
Maryland
$16K – – –
AIC
303
Archer Investment Corporation
Indiana
$15.9K – – –
AIP
304
Ameritas Investment Partners
Nebraska
$11K – – –
CFFP
305
Center for Financial Planning
Michigan
$10K – – –
BFEC
306
Benjamin F. Edwards & Company
Missouri
$9K – – –
LFG
307
LifePlan Financial Group
Ohio
$9K – – –
RG
308
Retirement Group
California
$7K – – –
YAL
309
Your Advocates Ltd
Texas
$7K +$6.7K +182 New
SFPG
310
Stonebridge Financial Planning Group
Florida
$6K – – –
BW
311
Bison Wealth
Georgia
$6K +$5.52K +150 New
AW
312
Avion Wealth
Texas
$5K – – –
FRA
313
Front Row Advisors
California
$4K – – –
FCH
314
Freestone Capital Holdings
Washington
$2.21K +$2.21K +60 New
NC
315
NewSquare Capital
Pennsylvania
$2K -$56.5K -1,535 -97%
IF
316
Ironwood Financial
Arizona
$2K – – –
TCM
317
TD Capital Management
Tennessee
$2K – – –
PS
318
Planned Solutions
California
$2K +$1.84K +50 New
JP Morgan Chase
319
JP Morgan Chase
New York
$1K -$642K -17,427 -100%
TFA
320
Transamerica Financial Advisors
Florida
$1K -$413K -11,229 -100%
VFA
321
Valeo Financial Advisors
Indiana
$1K -$4.01K -109 -80%
HFS
322
Hantz Financial Services
Michigan
$1K – – –
WTC
323
WhitTier Trust Company
Nevada
$1K – – –
LFG
324
Larson Financial Group
Missouri
$1K +$1.03K +28 New
ADL
325
Asset Dedication LLC
California
$1K +$1.44K +39 New