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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
376
Modern Wealth Management
Kansas
$362K -$92.6K -2,810 -21%
Pathstone Holdings
377
Pathstone Holdings
New Jersey
$358K +$355K +10,768 New
PWMG
378
Private Wealth Management Group
New Jersey
$349K +$659 +20 +0.2%
1IA
379
1834 Investment Advisors
Wisconsin
$345K +$692 +21 +0.2%
CFP
380
Cypress Financial Planning
New Jersey
$344K -$11.3K -343 -3%
MWA
381
Medallion Wealth Advisors
Connecticut
$341K +$55.5K +1,685 +20%
NA
382
Novus Advisors
South Carolina
$340K -$310K -9,411 -48%
SC
383
Scotia Capital
Ontario, Canada
$332K +$27.7K +841 +9%
PP
384
PDS Planning
Ohio
$330K +$593 +18 +0.2%
VCP
385
Verus Capital Partners
Arizona
$330K +$70.9K +2,152 +28%
FPGK
386
Financial Partners Group (Kansas)
Kansas
$329K +$326K +9,891 New
GFPC
387
Global Financial Private Client
Florida
$326K +$38.7K +1,174 +14%
OIA
388
OneDigital Investment Advisors
Kansas
$323K -$57.3K -1,739 -15%
SW
389
Simplicity Wealth
New Jersey
$322K +$320K +9,693 New
CFD
390
Creative Financial Designs
Indiana
$320K +$32.9K +998 +12%
SWTS
391
Stonehaven Wealth & Tax Solutions
Wisconsin
$318K -$58.2K -1,766 -16%
RFS
392
Richardson Financial Services
Massachusetts
$317K -$100K -3,045 -24%
LI
393
LVZ Inc
Michigan
$314K +$312K +9,452 New
SFA
394
Sequoia Financial Advisors
Ohio
$312K -$60.6K -1,839 -16%
1CM
395
1492 Capital Management
Wisconsin
$306K -$56.2K -1,706 -16%
KCM
396
Kathmere Capital Management
Pennsylvania
$305K +$303K +9,188 New
WI
397
WBI Investments
New Jersey
$304K +$301K +9,131 New
JCM
398
Jacobi Capital Management
Pennsylvania
$302K -$515K -15,631 -63%
AIM
399
Acropolis Investment Management
Missouri
$300K
MHR
400
Matthew Hamilton Rosenberg
$299K +$72.8K +2,207 +32%