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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
301
Baystate Wealth Management
Massachusetts
$53K +$18.2K +497 +52%
LDFR
302
Lehman & Derafelo Financial Resources
Pennsylvania
$48K – – –
JHCP
303
Jackson Hole Capital Partners
Oklahoma
$47K – – –
PGAM
304
Princeton Global Asset Management
New Jersey
$44K – – –
GEA
305
Glen Eagle Advisors
New Jersey
$43.2K -$5.8K -158 -12%
AIM
306
Anchor Investment Management
South Carolina
$40.6K – – –
PA
307
Parallel Advisors
California
$39K – – –
MHR
308
Matthew Hamilton Rosenberg
$37K – – –
M
309
MOTCO
Texas
$36K – – –
AFS
310
Annapolis Financial Services
Maryland
$28K – – –
MCC
311
Money Concepts Capital
Florida
$28K – – –
FPW
312
Flagship Private Wealth
Massachusetts
$27.5K – – –
IBOK
313
Independence Bank of Kentucky
Kentucky
$26K – – –
KFS
314
Kelly Financial Services
Massachusetts
$20.2K -$5.25K -143 -20%
CHA
315
Carmichael Hill & Associates
Maryland
$20K – – –
COCM
316
Charter Oak Capital Management
New Hampshire
$20K – – –
CB
317
Community Bank
New York
$16K -$7.34K -200 -31%
AWA
318
Arkadios Wealth Advisors
Georgia
$16K +$12K +326 +257%
CPFP
319
Clear Perspectives Financial Planning
Ohio
$12K – – –
TA
320
Tectonic Advisors
Texas
$11K – – –
JP Morgan Chase
321
JP Morgan Chase
New York
$10K +$9.51K +259 +740%
NIC
322
Northwest Investment Counselors
Oregon
$10K +$10.3K +280 New
CFFP
323
Center for Financial Planning
Michigan
$9K – – –
WP
324
WealthShield Partners
North Carolina
$9K +$9.43K +257 New
HI
325
Hudock Inc
Pennsylvania
$9K +$10.1K +274 New