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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ERIM
51
Eagle Ridge Investment Management
Connecticut
$1.13M +$235K +6,750 +27%
EWM
52
Empirical Wealth Management
Washington
$1.11M
SMM
53
Stadion Money Management
Georgia
$970K +$969K +27,799 New
DWM
54
Destination Wealth Management
California
$938K
Betterment LLC
55
Betterment LLC
New York
$908K +$212K +6,081 +31%
ASN
56
Advisory Services Network
Georgia
$876K
FAAS
57
First Allied Advisory Services
California
$870K -$710K -20,353 -45%
CGH
58
Crossmark Global Holdings
Texas
$855K +$864K +24,772 New
KeyBank National Association
59
KeyBank National Association
Ohio
$826K +$825K +23,647 New
LPT
60
Legacy Private Trust
Wisconsin
$819K
PNC Financial Services Group
61
PNC Financial Services Group
Pennsylvania
$783K -$22.8K -655 -3%
PAG
62
Private Advisor Group
New Jersey
$745K -$298K -8,546 -28%
HIIFS
63
Harel Insurance Investments & Financial Services
Israel
$697K
Commonwealth Equity Services
64
Commonwealth Equity Services
Massachusetts
$650K +$81.2K +2,328 +14%
HighTower Advisors
65
HighTower Advisors
Illinois
$623K +$256K +7,330 +70%
IA
66
IFP Advisors
Florida
$585K +$98.2K +2,817 +20%
AIM
67
Acropolis Investment Management
Missouri
$562K
RFC
68
Regions Financial Corp
Alabama
$555K +$10.8K +310 +2%
GC
69
Garde Capital
Washington
$487K +$155K +4,456 +45%
CFMC
70
Curbstone Financial Management Corp
New Hampshire
$456K +$455K +13,051 New
Bank of New York Mellon
71
Bank of New York Mellon
New York
$443K +$442K +12,680 New
WT
72
Whittier Trust
California
$438K
BTS
73
BB&T Securities
Virginia
$430K +$9.97K +286 +2%
MFS
74
MSI Financial Services
Massachusetts
$400K +$36K +1,033 +10%
FM
75
Foster & Motley
Ohio
$363K +$80.6K +2,312 +29%