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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SPWM
426
Straight Path Wealth Management
Michigan
-$3.15M -100,471 Closed
FWM
427
Foresight Wealth Management
Utah
-$1.88M -59,915 Closed
PWM
428
Peterson Wealth Management
Nevada
-$1.75M -55,825 Closed
Goldman Sachs
429
Goldman Sachs
New York
-$1.68M -53,715 Closed
VVP
430
Venture Visionary Partners
Ohio
-$571K -18,254 Closed
ACK
431
Andrew C. Karlinski
-$498K -15,908 Closed
HIC
432
Hartline Investment Corp
Illinois
-$426K -13,605 Closed
CST
433
Charles Schwab Trust
Nevada
-$394K -12,591 Closed
BPWM
434
Badgley Phelps Wealth Managers
Washington
-$334K -10,667 Closed
PFA
435
Peak Financial Advisors
Colorado
-$321K -10,241 Closed
FTS
436
Fifth Third Securities
Ohio
-$307K -9,816 Closed
PIM
437
Penobscot Investment Management
Massachusetts
-$272K -8,698 Closed
SWIG
438
Strategic Wealth Investment Group
Kentucky
-$259K -8,274 Closed
TWM
439
Tanager Wealth Management
United Kingdom
-$256K -8,177 Closed
CWA
440
Clearview Wealth Advisors
Oregon
-$251K -8,025 Closed
SC
441
Savant Capital
Illinois
-$238K -7,612 Closed
SS
442
Simplicity Solutions
Minnesota
-$237K -7,552 Closed
SWA
443
Stratos Wealth Advisors
Ohio
-$237K -7,551 Closed
PA
444
Procyon Advisors
Connecticut
-$218K -6,963 Closed
LFAS
445
Level Four Advisory Services
Texas
-$216K -6,896 Closed
HR
446
Howe & Rusling
New York
-$135K -4,295 Closed
HIIFS
447
Harel Insurance Investments & Financial Services
Israel
-$76K -2,441 Closed
ODG
448
O'Dell Group
Ohio
-$75K -2,383 Closed
LDFR
449
Lehman & Derafelo Financial Resources
Pennsylvania
-$41K -1,322 Closed
JHCP
450
Jackson Hole Capital Partners
Oklahoma
-$40K -1,286 Closed