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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
551
Evolution Wealth Management
Florida
$1.9K
OSAM
552
O'Shaughnessy Asset Management
Connecticut
$1.76K
LWMI
553
Legacy Wealth Management (Idaho)
Idaho
$1.7K
SS
554
SBI Securities
Japan
$1.66K +$875 +26 +113%
CFS
555
Compass Financial Services
Iowa
$1.27K
CPG
556
Cornerstone Planning Group
New Jersey
$953 -$70.7K -2,101 -98%
TFA
557
Transamerica Financial Advisors
Florida
$734 -$860K -25,549 -100%
MAFA
558
MJT & Associates Financial Advisory
Minnesota
$275 +$34 +1 +13%
BBHC
559
Brown Brothers Harriman & Co
New York
$203
SC
560
Solstein Capital
California
$203
IRC
561
Investors Research Corp
Georgia
$102
MFA
562
Morling Financial Advisors
California
$30 +$34 +1 New
AWMS
563
Advocacy Wealth Management Services
Georgia
-$15M -445,213 Closed
NC
564
NewSquare Capital
Pennsylvania
-$7.06M -210,247 Closed
FAIM
565
Financial Advocates Investment Management
Washington
-$6.98M -207,863 Closed
FIM
566
Freedom Investment Management
Connecticut
-$6.54M -194,884 Closed
Thrivent Financial for Lutherans
567
Thrivent Financial for Lutherans
Minnesota
-$6M -178,789 Closed
LGW
568
Leslie Global Wealth
Illinois
-$3.64M -108,367 Closed
PFS
569
Prospera Financial Services
Texas
-$3.08M -91,612 Closed
First Trust Advisors
570
First Trust Advisors
Illinois
-$1.68M -50,142 Closed
FCBT
571
First Citizens Bank & Trust
North Carolina
-$1.04M -31,022 Closed
CCC
572
Compass Capital Corp
Massachusetts
-$805K -24,199 Closed
HT
573
Headlands Technologies
Illinois
-$617K -18,367 Closed
TGAM
574
TBH Global Asset Management
Tennessee
-$591K -17,602 Closed
1IA
575
1834 Investment Advisors
Wisconsin
-$472K -14,056 Closed