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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWA
401
EP Wealth Advisors
California
-$183K -5,616 Closed
CA
402
CoreCap Advisors
Michigan
-$182K -5,578 Closed
MWM
403
Mascoma Wealth Management
New Hampshire
-$138K -4,224 Closed
AIP
404
Ahrens Investment Partners
Louisiana
-$97K -2,981 Closed
PP
405
PrairieView Partners
Minnesota
-$91K -2,784 Closed
CI
406
CX Institutional
Indiana
-$80K -2,436 Closed
PFGIA
407
Patriot Financial Group Insurance Agency
Massachusetts
-$47K -1,449 Closed
WOSD
408
WFA of San Diego
California
-$34K -1,047 Closed
COCM
409
Charter Oak Capital Management
New Hampshire
-$21K -576 Closed
SWM
410
SeaCrest Wealth Management
New York
-$17K -527 Closed
CHA
411
Carmichael Hill & Associates
Maryland
-$11K -349 Closed
LFA
412
Level Financial Advisors
New York
-$11K -326 Closed
BFEC
413
Benjamin F. Edwards & Company
Missouri
-$7K -211 Closed
AA
414
Ancora Advisors
Ohio
-$6K -196 Closed
BW
415
Bison Wealth
Georgia
-$4K -126 Closed
AIA
416
Arcadia Investment Advisors
Idaho
-$3.46K -106 Closed
SWM
417
Spire Wealth Management
Virginia
-$3K -100 Closed
NL
418
NVWM LLC
Pennsylvania
-$2K -75 Closed
HFS
419
Heritage Financial Services
Massachusetts
-$2K -67 Closed
LWP
420
Lumature Wealth Partners
Georgia
-$1K -45 Closed
PA
421
PSI Advisors
Florida
-$1K -26 Closed
PCA
422
Providence Capital Advisors
North Carolina
+$293 +9 New