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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FPWM
351
FSB Premier Wealth Management
Iowa
$509K -$22K -654 -4%
OWP
352
Obermeyer Wealth Partners
Colorado
$507K
Baird Financial Group
353
Baird Financial Group
Wisconsin
$497K -$24.2K -719 -5%
IPWA
354
International Private Wealth Advisors
California
$489K -$93.9K -2,791 -16%
CF
355
Centaurus Financial
California
$484K +$48.5K +1,441 +11%
JWS
356
Juncture Wealth Strategies
Arizona
$482K -$505 -15 -0.1%
SW
357
Simplicity Wealth
New Jersey
$480K +$476K +14,158 New
TA
358
TFB Advisors
Kansas
$451K -$20.8K -618 -4%
PFA
359
Portland Financial Advisors
New York
$450K +$102K +3,045 +30%
S4W
360
Solutions 4 Wealth
Texas
$442K +$1.41K +42 +0.3%
SAI
361
Savvy Advisors Inc
New York
$435K -$45.1K -1,339 -9%
MFA
362
Mayflower Financial Advisors
Massachusetts
$431K
LCWP
363
Legacy Capital Wealth Partners
Arkansas
$427K
AWM
364
Avior Wealth Management
Nebraska
$426K -$58.5K -1,740 -12%
WFA
365
WMG Financial Advisors
Tennessee
$420K -$23.4K -696 -5%
GAB
366
German American Bancorp
Indiana
$419K -$9.46K -281 -2%
CFMC
367
Curbstone Financial Management Corp
New Hampshire
$417K
IA
368
Invested Advisors
Pennsylvania
$414K +$426K +12,675 New
GWM
369
GDS Wealth Management
Texas
$414K +$73.2K +2,175 +22%
AF
370
Amara Financial
California
$414K +$2.52K +75 +0.6%
AWA
371
Acorn Wealth Advisors
Michigan
$411K -$11K -326 -3%
TFP
372
Tilia Fiduciary Partners
North Carolina
$409K +$406K +12,069 New
1SB
373
1ST Source Bank
Indiana
$407K +$67.7K +2,013 +20%
AO
374
Advisor OS
Illinois
$403K -$149K -4,427 -27%
Brown Advisory
375
Brown Advisory
Maryland
$398K +$395K +11,741 New