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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CW
401
CreativeOne Wealth
Kansas
– -$366K -10,133 Closed
NA
402
NewEdge Advisors
Louisiana
– -$355K -9,839 Closed
IWM
403
IHT Wealth Management
Illinois
– -$324K -8,974 Closed
BG
404
Benedetti & Gucer
Georgia
– -$294K -8,142 Closed
RJT
405
Raymond James Trust
Florida
– -$235K -6,500 Closed
HWM
406
Hohimer Wealth Management
Washington
– -$208K -5,759 Closed
TC
407
Telemus Capital
Michigan
– -$205K -5,667 Closed
CTB
408
Country Trust Bank
Illinois
– -$157K -4,351 Closed
BAM
409
Belpointe Asset Management
Nevada
– -$106K -2,932 Closed
TWA
410
TCI Wealth Advisors
Arizona
– -$87K -2,396 Closed
EVM
411
Eaton Vance Management
Massachusetts
– -$63K -1,736 Closed
PGAM
412
Princeton Global Asset Management
New Jersey
– -$43K -1,200 Closed
M
413
MOTCO
Texas
– -$36K -991 Closed
FCG
414
Financial Connections Group
California
– -$24K -687 Closed
FHA
415
First Horizon Advisors
Tennessee
– -$19K -556 Closed
JWA
416
JFS Wealth Advisors
Pennsylvania
– -$19K -526 Closed
CPFP
417
Clear Perspectives Financial Planning
Ohio
– -$16K -434 Closed
WC
418
Westwind Capital
New Mexico
– -$13K -362 Closed
SCA
419
Stonebridge Capital Advisors
Minnesota
– -$11.6K -332 -98%
FCAS
420
First Command Advisory Services
Texas
– -$10K -287 Closed
NC
421
NewSquare Capital
Pennsylvania
– -$6K -165 Closed
RDIA
422
RE Dickinson Investment Advisors
Iowa
– -$5K -127 Closed
LWA
423
Lenox Wealth Advisors
New York
– -$4K -122 Closed
VCM
424
Versant Capital Management
Arizona
– -$2K -59 Closed
SFM
425
Signet Financial Management
New Jersey
– -$1K -15 Closed