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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WP
351
WealthShield Partners
North Carolina
$562K +$3.51K +104 +0.6%
WA
352
Wealthstar Advisors
Texas
$557K -$7.67K -227 -1%
GI
353
Gradient Investments
Minnesota
$555K -$3.31K -98 -0.6%
SP
354
SWS Partners
Ohio
$541K +$38.1K +1,127 +8%
DAS
355
Diversify Advisory Services
Utah
$541K -$4.7M -139,057 -90%
FFN
356
Focus Financial Network
Minnesota
$540K -$6.39K -189 -1%
BF
357
Brucke Financial
Indiana
$528K -$15.6K -462 -3%
ATPW
358
Ashton Thomas Private Wealth
Arizona
$527K -$5.04K -149 -0.9%
Bank of Montreal
359
Bank of Montreal
Ontario, Canada
$525K +$97.4K +2,883 +23%
IAN
360
Integrated Advisors Network
Texas
$520K -$29.4K -869 -5%
LMFP
361
Larry Mathis Financial Planning
Arizona
$520K +$524K +15,512 New
CAM
362
Cresset Asset Management
Illinois
$517K
WT
363
Whittier Trust
California
$517K -$140K -4,133 -21%
OWP
364
Obermeyer Wealth Partners
Colorado
$502K
PIA
365
Perennial Investment Advisors
California
$496K -$54.6K -1,615 -10%
PFPG
366
Pinnacle Financial Partners (Georgia)
Georgia
$488K -$24.7K -732 -5%
FPWM
367
FSB Premier Wealth Management
Iowa
$480K -$23.2K -688 -5%
SW
368
Simplicity Wealth
New Jersey
$479K +$30.3K +897 +7%
SAM
369
Smartleaf Asset Management
Massachusetts
$473K +$360K +10,653 +304%
PFA
370
Portland Financial Advisors
New York
$469K +$23.9K +708 +5%
CFA
371
Churchill Financial Advisors
Kentucky
$457K +$95.2K +2,816 +26%
RIA
372
Regal Investment Advisors
Michigan
$455K -$114K -3,379 -20%
PNC Financial Services Group
373
PNC Financial Services Group
Pennsylvania
$454K +$15K +445 +3%
GAB
374
German American Bancorp
Indiana
$453K +$92.9K +2,750 +26%
JWS
375
Juncture Wealth Strategies
Arizona
$449K -$26.9K -797 -6%