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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HPWM
51
Highland Private Wealth Management
Washington
$975K +$261K +7,575 +37%
DWM
52
Destination Wealth Management
California
$938K
ERIM
53
Eagle Ridge Investment Management
Connecticut
$889K +$877K +25,471 New
Cambridge Investment Research Advisors
54
Cambridge Investment Research Advisors
Iowa
$887K +$385K +11,188 +79%
ASN
55
Advisory Services Network
Georgia
$875K +$863K +25,076 +626,900%
LPT
56
Legacy Private Trust
Wisconsin
$818K
BCM
57
Brookstone Capital Management
Illinois
$814K +$803K +23,325 New
PNC Financial Services Group
58
PNC Financial Services Group
Pennsylvania
$806K -$50.3K -1,462 -6%
RIG
59
Roosevelt Investment Group
New York
$805K +$145K +4,211 +22%
HIIFS
60
Harel Insurance Investments & Financial Services
Israel
$786K
Betterment LLC
61
Betterment LLC
New York
$695K +$65.7K +1,907 +11%
PFG
62
Pacific Financial Group
Washington
$612K +$604K +17,552 New
Commonwealth Equity Services
63
Commonwealth Equity Services
Massachusetts
$569K +$15.8K +460 +3%
AIM
64
Acropolis Investment Management
Missouri
$562K
RFC
65
Regions Financial Corp
Alabama
$544K -$82.8K -2,405 -13%
IA
66
IFP Advisors
Florida
$487K -$303K -8,791 -39%
WT
67
Whittier Trust
California
$438K -$25.8K -750 -6%
BTS
68
BB&T Securities
Virginia
$419K +$34 +1 +0%
HighTower Advisors
69
HighTower Advisors
Illinois
$368K +$9.43K +274 +3%
MFS
70
MSI Financial Services
Massachusetts
$364K +$49.5K +1,438 +16%
GC
71
Garde Capital
Washington
$345K -$110K -3,190 -24%
CAL
72
Capital Advisors Ltd
Ohio
$323K +$99.9K +2,900 +46%
APCM
73
Alaska Permanent Capital Management
Alaska
$307K +$303K +8,800 New
VKH
74
Virtu KCG Holdings
New York
$286K -$795K -23,087 -74%
FM
75
Foster & Motley
Ohio
$282K -$187K -5,418 -40%