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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TW
326
Towerpoint Wealth
California
$211K -$139K -4,349 -39%
IWM
327
IHT Wealth Management
Illinois
$204K -$1.08K -34 -0.5%
WMA
328
West Michigan Advisors
Michigan
$203K +$2.23K +70 +1%
RIM
329
Rockbridge Investment Management
New York
$200K -$6.24K -196 -3%
BCV
330
Banque Cantonale Vaudoise
Switzerland
$197K
AIC
331
Archer Investment Corporation
Indiana
$193K
CFD
332
Creative Financial Designs
Indiana
$180K -$4.3K -135 -2%
CT
333
Cambridge Trust
Massachusetts
$171K
EWA
334
EP Wealth Advisors
California
$159K +$161K +5,040 New
Franklin Resources
335
Franklin Resources
California
$144K +$146K +4,575 New
USB
336
Union Savings Bank
Connecticut
$126K
OSNBOA
337
Old Second National Bank of Aurora
Illinois
$119K -$31.9K -1,003 -21%
HIIFS
338
Harel Insurance Investments & Financial Services
Israel
$97K +$44.3K +1,391 +82%
IHWM
339
Iron Horse Wealth Management
Iowa
$96.1K -$23.9K -751 -20%
Fidelity Investments
340
Fidelity Investments
Massachusetts
$94.5K -$39.2K -1,230 -29%
AFS
341
Annapolis Financial Services
Maryland
$93.1K
FWP
342
FAS Wealth Partners
Kansas
$89.7K -$28.8K -903 -24%
Barclays
343
Barclays
United Kingdom
$86K
CFB
344
Cullen/Frost Bankers
Texas
$78.1K
EDRH
345
Edmond de Rothschild Holding
Switzerland
$76.4K +$35.9K +1,128 +87%
HT
346
Headlands Technologies
Illinois
$75.9K -$4.59K -144 -6%
SS
347
Sunbelt Securities
Texas
$75.7K
HCM
348
Hollencrest Capital Management
California
$54.7K
Bank of Montreal
349
Bank of Montreal
Ontario, Canada
$52.2K -$5.29K -166 -9%
GFPC
350
Global Financial Private Client
Florida
$51.6K