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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BP
326
BCK Partners
New York
$356K -$132K -4,056 -27%
RA
327
RFG Advisory
Alabama
$356K -$41M -1,257,441 -99%
Fidelity Investments
328
Fidelity Investments
Massachusetts
$355K +$239K +7,320 +207%
HGERS
329
Householder Group Estate & Retirement Specialist
Arizona
$353K +$22.3K +685 +7%
AFG
330
Atomi Financial Group
New York
$349K +$348K +10,677 New
TA
331
TFB Advisors
Kansas
$349K +$354K +10,867 New
GVAG
332
Great Valley Advisor Group
Delaware
$348K +$348K +10,665 New
PFM
333
Phillips Financial Management
Indiana
$343K +$1.17K +36 +0.3%
BCA
334
Bay Colony Advisors
Massachusetts
$339K +$39.6K +1,213 +13%
HIC
335
Hartline Investment Corp
Illinois
$339K +$338K +10,358 New
LAM
336
LifePro Asset Management
California
$338K -$46.9K -1,439 -12%
1CM
337
1492 Capital Management
Wisconsin
$324K +$18.6K +571 +6%
CFS
338
Coordinated Financial Services
Colorado
$323K +$322K +9,879 New
RIM
339
Redwood Investment Management
Arizona
$321K +$320K +9,807 New
EA
340
Eclectic Associates
California
$315K +$2.9K +89 +0.9%
FPAS
341
Focus Partners Advisor Solutions
Missouri
$312K -$4.3M -131,926 -93%
LFA
342
LGT Financial Advisors
Texas
$310K -$27.8K -853 -8%
MCM
343
Mainstay Capital Management
Michigan
$306K -$12.5K -383 -4%
1IA
344
1834 Investment Advisors
Wisconsin
$303K
PP
345
PDS Planning
Ohio
$302K +$228 +7 +0.1%
DWM
346
Drive Wealth Management
Utah
$296K -$94.5K -2,898 -24%
WP
347
WealthShield Partners
North Carolina
$296K +$295K +9,045 New
BIA
348
BHK Investment Advisors
Alabama
$294K
BAM
349
Belpointe Asset Management
Nevada
$294K +$293K +8,989 New
AWM
350
Avior Wealth Management
Nebraska
$291K -$87.6K -2,685 -23%