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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RFC
51
Regions Financial Corp
Alabama
$577K
Commonwealth Equity Services
52
Commonwealth Equity Services
Massachusetts
$522K +$155K +4,572 +41%
GC
53
Garde Capital
Washington
$483K +$3.15K +93 +0.6%
FM
54
Foster & Motley
Ohio
$476K +$109K +3,218 +29%
HPWM
55
Highland Private Wealth Management
Washington
$464K +$470K +13,890 New
WT
56
Whittier Trust
California
$445K
HighTower Advisors
57
HighTower Advisors
Illinois
$430K -$39.3K -1,163 -8%
Betterment LLC
58
Betterment LLC
New York
$425K +$185K +5,465 +75%
BTS
59
BB&T Securities
Virginia
$346K +$43.8K +1,296 +14%
IP
60
Investment Partners
Ohio
$341K -$11.5K -340 -3%
EWA
61
EP Wealth Advisors
California
$341K +$345K +10,210 New
PAG
62
Private Advisor Group
New Jersey
$294K +$59.3K +1,754 +25%
MFS
63
MSI Financial Services
Massachusetts
$270K +$114K +3,373 +72%
NA
64
Nottingham Advisors
New York
$257K -$1.89M -55,922 -88%
LNC
65
Lincoln National Corp
Pennsylvania
$235K +$236K +6,980 New
VFS
66
VSR Financial Services
Kansas
$232K -$56.1K -1,659 -19%
US Bancorp
67
US Bancorp
Minnesota
$231K +$234K +6,908 New
CAL
68
Capital Advisors Ltd
Ohio
$213K -$25.3K -747 -11%
Citigroup
69
Citigroup
New York
$197K -$1.08K -32 -0.5%
PFG
70
Pacific Financial Group
Washington
$187K +$23K +679 +14%
CI
71
Clal Insurance
Israel
$145K -$977K -28,896 -87%
MWM
72
MinichMacGregor Wealth Management
New York
$107K +$106K +3,129 New
APSP
73
Asset Planning Services (Pennsylvania)
Pennsylvania
$104K +$440 +13 +0.4%
IA
74
IFP Advisors
Florida
$68K +$69K +2,040 New
Bank of Montreal
75
Bank of Montreal
Ontario, Canada
$60K +$60.5K +1,790 New