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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CPFP
326
Clear Perspectives Financial Planning
Ohio
$12K +$12.1K +328 New
HNB
327
Huntington National Bank
Ohio
$11K
TA
328
Tectonic Advisors
Texas
$11K +$10.7K +290 New
CFFP
329
Center for Financial Planning
Michigan
$10K
Bessemer Group
330
Bessemer Group
New Jersey
$8K +$8.27K +224 New
RG
331
Retirement Group
California
$7K
FPCG
332
Fort Pitt Capital Group
Pennsylvania
$7K +$7.23K +196 New
SFPG
333
Stonebridge Financial Planning Group
Florida
$6K
BW
334
Bison Wealth
Georgia
$6K +$185 +5 +3%
MAM
335
Meeder Asset Management
Ohio
$6K +$5.76K +156 New
AW
336
Avion Wealth
Texas
$5K
FRA
337
Front Row Advisors
California
$4K
JAWM
338
J. Arnold Wealth Management
Ohio
$4K +$4.13K +112 New
AWA
339
Arkadios Wealth Advisors
Georgia
$4K +$4.69K +127 New
AIA
340
Arcadia Investment Advisors
Idaho
$3.94K +$3.91K +106 New
BWM
341
BerganKDV Wealth Management
Minnesota
$3K +$3.25K +88 New
IF
342
Ironwood Financial
Arizona
$2K
PS
343
Planned Solutions
California
$2K
LFG
344
Larson Financial Group
Missouri
$2K +$1.22K +33 +118%
RIA
345
RPG Investment Advisory
California
$2K +$1.51K +41 New
MFT
346
Moisand Fitzgerald Tamayo
Florida
$2K +$1.92K +52 New
HFS
347
Hantz Financial Services
Michigan
$1K
JP Morgan Chase
348
JP Morgan Chase
New York
$1K
TFA
349
Transamerica Financial Advisors
Florida
$1K
VFA
350
Valeo Financial Advisors
Indiana
$1K