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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TCOV
551
Trust Company of Vermont
Vermont
$2.1K +$2.09K +62 New
EWM
552
Evolution Wealth Management
Florida
$1.9K – – –
OSAM
553
O'Shaughnessy Asset Management
Connecticut
$1.76K – – –
LWMI
554
Legacy Wealth Management (Idaho)
Idaho
$1.7K – – –
SS
555
SBI Securities
Japan
$1.66K +$875 +26 +113%
CFS
556
Compass Financial Services
Iowa
$1.27K – – –
CPG
557
Cornerstone Planning Group
New Jersey
$953 -$70.7K -2,101 -98%
TFA
558
Transamerica Financial Advisors
Florida
$734 -$860K -25,549 -100%
MAFA
559
MJT & Associates Financial Advisory
Minnesota
$275 +$34 +1 +13%
BBHC
560
Brown Brothers Harriman & Co
New York
$203 – – –
SC
561
Solstein Capital
California
$203 – – –
IRC
562
Investors Research Corp
Georgia
$102 – – –
MFA
563
Morling Financial Advisors
California
$30 +$34 +1 New
AWMS
564
Advocacy Wealth Management Services
Georgia
– -$15M -445,213 Closed
NC
565
NewSquare Capital
Pennsylvania
– -$7.06M -210,247 Closed
FAIM
566
Financial Advocates Investment Management
Washington
– -$6.98M -207,863 Closed
FIM
567
Freedom Investment Management
Connecticut
– -$6.54M -194,884 Closed
Thrivent Financial for Lutherans
568
Thrivent Financial for Lutherans
Minnesota
– -$6M -178,789 Closed
LGW
569
Leslie Global Wealth
Illinois
– -$3.64M -108,367 Closed
PFS
570
Prospera Financial Services
Texas
– -$3.08M -91,612 Closed
First Trust Advisors
571
First Trust Advisors
Illinois
– -$1.68M -50,142 Closed
FCBT
572
First Citizens Bank & Trust
North Carolina
– -$1.04M -31,022 Closed
CCC
573
Compass Capital Corp
Massachusetts
– -$805K -24,199 Closed
HT
574
Headlands Technologies
Illinois
– -$617K -18,367 Closed
TGAM
575
TBH Global Asset Management
Tennessee
– -$591K -17,602 Closed