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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FMWA
326
Forvis Mazars Wealth Advisors
Missouri
$514K -$2.56K -77 -0.5%
WP
327
WealthShield Partners
North Carolina
$512K +$26.7K +802 +6%
OWP
328
Obermeyer Wealth Partners
Colorado
$504K
Baird Financial Group
329
Baird Financial Group
Wisconsin
$494K +$19.6K +591 +4%
FFS
330
Founders Financial Securities
Maryland
$492K +$2.33K +70 +0.5%
BWP
331
Balboa Wealth Partners
Arizona
$480K +$37.8K +1,137 +9%
ACM
332
Absolute Capital Management
Pennsylvania
$473K +$7.71K +232 +2%
VA
333
Valmark Advisers
Ohio
$471K +$465K +13,978 New
AWM
334
Avior Wealth Management
Nebraska
$434K -$266 -8 -0.1%
AWAP
335
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$426K -$598 -18 -0.1%
WWA
336
WCG Wealth Advisors
Nevada
$401K +$396K +11,906 New
GIM
337
GE Investment Management
Connecticut
$391K -$729K -21,945 -65%
TA
338
TFB Advisors
Kansas
$390K +$8.57K +258 +2%
PWMG
339
Private Wealth Management Group
New Jersey
$377K +$148K +4,459 +66%
MWM
340
Modern Wealth Management
Kansas
$368K +$363K +10,917 New
RCM
341
Raleigh Capital Management
North Carolina
$362K -$275K -8,261 -43%
CCB
342
Country Club Bank
Missouri
$360K -$41.4K -1,247 -10%
CFP
343
Cypress Financial Planning
New Jersey
$359K -$81.1K -2,439 -19%
EA
344
Eclectic Associates
California
$354K +$1.66K +50 +0.5%
EWM
345
Executive Wealth Management
Michigan
$352K -$26.3K -792 -7%
DC
346
Destiny Capital
Colorado
$351K -$12.1K -365 -3%
PP
347
PDS Planning
Ohio
$341K +$29.5K +888 +10%
1IA
348
1834 Investment Advisors
Wisconsin
$336K +$5.58K +168 +2%
RIM
349
Redwood Investment Management
Arizona
$329K -$1.23K -37 -0.4%
CIAS
350
Capital Investment Advisory Services
North Carolina
$319K +$53.8K +1,618 +21%