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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
National Bank of Canada
551
National Bank of Canada
Quebec, Canada
$1.23K – – –
CFS
552
Compass Financial Services
Iowa
$1.21K +$1.22K +37 New
C
553
Covestor
United Kingdom
$1K -$198 -6 -25%
BTI
554
Blue Trust Inc
Georgia
$366 +$363 +11 New
GWANC
555
Guardian Wealth Advisors (North Carolina)
North Carolina
$366 +$363 +11 New
PMFA
556
Plante Moran Financial Advisors
Michigan
$366 +$363 +11 New
MAFA
557
MJT & Associates Financial Advisory
Minnesota
$269 +$297 +9 New
CAWM
558
Capital A Wealth Management
Pennsylvania
$199 -$1.09K -33 -85%
BBHC
559
Brown Brothers Harriman & Co
New York
$199 – – –
IAS
560
IMA Advisory Services
Colorado
$199 +$198 +6 New
IRC
561
Investors Research Corp
Georgia
$100 – – –
BWM
562
Bernard Wealth Management
Michigan
$34 +$33 +1 New
CCM
563
Coldstream Capital Management
Washington
$34 +$33 +1 New
HWP
564
Highline Wealth Partners
California
$33 – – –
MFT
565
Moisand Fitzgerald Tamayo
Florida
$5 – – –
JFG
566
Jefferies Financial Group
New York
– -$168M -5,130,273 Closed
IAA
567
Independent Advisor Alliance
North Carolina
– -$26M -794,244 Closed
CWM
568
Cabot Wealth Management
Massachusetts
– -$13.1M -398,838 Closed
Marshall Wace
569
Marshall Wace
United Kingdom
– -$8.04M -245,505 Closed
AWM
570
Adams Wealth Management
Utah
– -$3.64M -111,115 Closed
CI
571
CacheTech Inc
Utah
– -$3.64M -111,115 Closed
CG
572
Clifford Group
Massachusetts
– -$2.38M -72,801 Closed
BRWA
573
B. Riley Wealth Advisors
Florida
– -$1.88M -57,382 Closed
VAS
574
Vestmark Advisory Solutions
Massachusetts
– -$1.13M -34,477 Closed
WCFA
575
Walkner Condon Financial Advisors
Wisconsin
– -$1.09M -33,420 Closed