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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CA
401
Clearstead Advisors
Ohio
$2.07K – – –
KFI
402
Key Financial Inc
Pennsylvania
$1.31K – – –
LWA
403
Lowe Wealth Advisors
Maryland
$1.3K – – –
AssetMark Inc
404
AssetMark Inc
California
$1.24K -$112K -3,549 -99%
IRC
405
Investors Research Corp
Georgia
$1.21K – – –
National Bank of Canada
406
National Bank of Canada
Quebec, Canada
$1.18K -$13.7K -432 -92%
EWM
407
Endurance Wealth Management
Rhode Island
$1K +$569 +18 New
HBW
408
Hazlett, Burt & Watson
West Virginia
$1K +$791 +25 New
BAAM
409
Baker Avenue Asset Management
California
$573 +$569 +18 New
TCWA
410
Ten Capital Wealth Advisors
Washington
$541 – – –
NFSG
411
Newbridge Financial Services Group
Florida
$488 – – –
HNWAG
412
High Net Worth Advisory Group
Florida
$414 -$2.21K -70 -84%
CWP
413
Concord Wealth Partners
Virginia
$325 +$316 +10 New
AA
414
Addison Advisors
Vermont
$255 +$253 +8 New
RBC
415
Romano Brothers & Co
Illinois
$223 +$221 +7 New
AAP
416
Arax Advisory Partners
Colorado
$159 +$158 +5 New
DWMG
417
DB Wealth Management Group
California
$127 +$126 +4 New
MFT
418
Moisand Fitzgerald Tamayo
Florida
$4 – – –
State of Wisconsin Investment Board
419
State of Wisconsin Investment Board
Wisconsin
– -$17.4M -557,090 Closed
BFM
420
Boothbay Fund Management
New York
– -$6.12M -195,248 Closed
FTUS
421
Flow Traders U.S.
New York
– -$5.09M -162,567 Closed
LI
422
LMCG Investments
Massachusetts
– -$4.11M -131,163 Closed
Deutsche Bank
423
Deutsche Bank
Germany
– -$4.03M -128,503 Closed
WP
424
WealthSource Partners
California
– -$4M -127,775 Closed
SPWM
425
Straight Path Wealth Management
Michigan
– -$3.15M -100,471 Closed