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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LPT
26
Legacy Private Trust
Wisconsin
$835K
AIM
27
Acropolis Investment Management
Missouri
$803K
Ameriprise
28
Ameriprise
Minnesota
$740K +$328K +9,531 +80%
CIBC World Market
29
CIBC World Market
Ontario, Canada
$702K +$303K +8,802 +76%
BCM
30
Bluefin Capital Management
New York
$678K +$677K +19,643 New
WT
31
Whittier Trust
California
$582K
GC
32
Garde Capital
Washington
$565K +$234K +6,781 +71%
HighTower Advisors
33
HighTower Advisors
Illinois
$393K +$89.6K +2,600 +30%
PNC Financial Services Group
34
PNC Financial Services Group
Pennsylvania
$380K +$67.2K +1,950 +22%
Stifel Financial
35
Stifel Financial
Missouri
$348K +$347K +10,070 New
FM
36
Foster & Motley
Ohio
$313K +$81.1K +2,353 +35%
Comerica Bank
37
Comerica Bank
Texas
$308K -$321K -9,309 -51%
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$293K +$227K +6,584 +346%
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$273K +$42.6K +1,236 +19%
CAL
40
Capital Advisors Ltd
Ohio
$246K
State Street
41
State Street
Massachusetts
$237K
Citigroup
42
Citigroup
New York
$235K
BWM
43
Baystate Wealth Management
Massachusetts
$234K +$234K +6,782 New
CHAM
44
Clear Harbor Asset Management
Connecticut
$233K
IH
45
IFC Holdings
Florida
$206K
GWA
46
Genesis Wealth Advisors
Massachusetts
$148K
MFS
47
MSI Financial Services
Massachusetts
$132K +$22K +640 +20%
TIM
48
Tortoise Investment Management
New York
$62K
CFSG
49
Community Financial Services Group
Vermont
$58K
BPBT
50
Boston Private Bank & Trust
Massachusetts
$53K -$44.4K -1,290 -46%