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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CBFP
351
Cedar Brook Financial Partners
Ohio
– -$303K -8,262 Closed
OIA
352
OneDigital Investment Advisors
Kansas
– -$288K -7,840 Closed
AS
353
Altshuler Shaham
Israel
– -$284K -7,730 Closed
AL
354
Aspiriant LLC
California
– -$281K -7,657 Closed
KFC
355
Klingenstein Fields & Co
New York
– -$277K -7,559 Closed
SB
356
Strategic Blueprint
Georgia
– -$245K -6,679 Closed
BPA
357
Beacon Pointe Advisors
California
– -$227K -6,181 Closed
GSEP
358
Golden State Equity Partners
California
– -$226K -6,150 Closed
RRA
359
Round Rock Advisors
Connecticut
– -$223K -6,085 Closed
BA
360
Bridge Advisory
California
– -$215K -5,863 Closed
JWCA
361
J.W. Cole Advisors
Florida
– -$201K -5,485 Closed
Deutsche Bank
362
Deutsche Bank
Germany
– -$197K -5,370 Closed
GM
363
GeoWealth Management
Illinois
– -$187K -5,073 Closed
SL
364
Savior LLC
Massachusetts
– -$170K -4,625 Closed
BBHC
365
Brown Brothers Harriman & Co
New York
– -$98K -2,670 Closed
FPW
366
Flagship Private Wealth
Massachusetts
– -$49.2K -1,337 Closed
CHC
367
City Holding Co
West Virginia
– -$11K -300 Closed
TA
368
Tectonic Advisors
Texas
– -$11K -290 Closed
JAWM
369
J. Arnold Wealth Management
Ohio
– -$4K -112 Closed
RDWM
370
Red Door Wealth Management
Tennessee
– -$1K -51 Closed
CIA
371
Choate Investment Advisors
Massachusetts
– -$1K -40 Closed
FWM
372
Filbrandt Wealth Management
Wisconsin
– -$1K -16 Closed
APWA
373
Atlas Private Wealth Advisors
New Jersey
– -$37 -1 Closed
LWA
374
Lenox Wealth Advisors
New York
– +$147 +4 New
GWS
375
Glassman Wealth Services
Virginia
– +$184 +5 New