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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFS
551
Compass Financial Services
Iowa
$1.21K +$1.22K +37 New
C
552
Covestor
United Kingdom
$1K -$198 -6 -25%
BTI
553
Blue Trust Inc
Georgia
$366 +$363 +11 New
GWANC
554
Guardian Wealth Advisors (North Carolina)
North Carolina
$366 +$363 +11 New
PMFA
555
Plante Moran Financial Advisors
Michigan
$366 +$363 +11 New
MAFA
556
MJT & Associates Financial Advisory
Minnesota
$269 +$297 +9 New
CAWM
557
Capital A Wealth Management
Pennsylvania
$199 -$1.09K -33 -85%
BBHC
558
Brown Brothers Harriman & Co
New York
$199
IAS
559
IMA Advisory Services
Colorado
$199 +$198 +6 New
IRC
560
Investors Research Corp
Georgia
$100
BWM
561
Bernard Wealth Management
Michigan
$34 +$33 +1 New
CCM
562
Coldstream Capital Management
Washington
$34 +$33 +1 New
HWP
563
Highline Wealth Partners
California
$33
MFT
564
Moisand Fitzgerald Tamayo
Florida
$5
JFG
565
Jefferies Financial Group
New York
-$168M -5,130,273 Closed
IAA
566
Independent Advisor Alliance
North Carolina
-$26M -794,244 Closed
CWM
567
Cabot Wealth Management
Massachusetts
-$13.1M -398,838 Closed
Marshall Wace
568
Marshall Wace
United Kingdom
-$8.04M -245,505 Closed
AWM
569
Adams Wealth Management
Utah
-$3.64M -111,115 Closed
CI
570
CacheTech Inc
Utah
-$3.64M -111,115 Closed
CG
571
Clifford Group
Massachusetts
-$2.38M -72,801 Closed
VAS
572
Vestmark Advisory Solutions
Massachusetts
-$1.13M -34,477 Closed
WCFA
573
Walkner Condon Financial Advisors
Wisconsin
-$1.09M -33,420 Closed
Franklin Resources
574
Franklin Resources
California
-$758K -23,150 Closed
ACP
575
Aveo Capital Partners
Colorado
-$664K -20,282 Closed