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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LFAS
51
Level Four Advisory Services
Texas
$1.75M +$1.77M +51,669 New
HPWM
52
Highland Private Wealth Management
Washington
$1.68M +$188K +5,490 +12%
PVH
53
Psagot Value Holdings
Israel
$1.67M +$37.7K +1,100 +2%
AB
54
AT Bancorp
Iowa
$1.63M +$417K +12,168 +34%
CAM
55
Capstone Asset Management
Texas
$1.5M -$46K -1,343 -3%
Baird Financial Group
56
Baird Financial Group
Wisconsin
$1.48M +$1.23M +35,804 +458%
PFM
57
Phillips Financial Management
Indiana
$1.3M +$13.6K +398 +1%
AIM
58
Advantage Investment Management
Iowa
$1.24M +$1.25M +36,619 New
PAG
59
Private Advisor Group
New Jersey
$1.2M +$477K +13,914 +65%
EWM
60
Empirical Wealth Management
Washington
$1.15M +$67.9K +1,981 +6%
LTFS
61
Ladenburg Thalmann Financial Services
Florida
$1.15M -$511K -14,901 -31%
DWM
62
Destination Wealth Management
California
$1.07M +$165K +4,827 +18%
PNC Financial Services Group
63
PNC Financial Services Group
Pennsylvania
$998K +$239K +6,979 +31%
Stifel Financial
64
Stifel Financial
Missouri
$954K +$964K +28,147 New
OMC
65
Old Mission Capital
Illinois
$924K +$933K +27,241 New
LPT
66
Legacy Private Trust
Wisconsin
$795K
UCFA
67
United Capital Financial Advisors
Texas
$703K +$711K +20,742 New
NB
68
NBT Bank
New York
$699K -$481K -14,051 -41%
HIIFS
69
Harel Insurance Investments & Financial Services
Israel
$675K
IA
70
IFP Advisors
Florida
$658K +$90.1K +2,630 +16%
FM
71
Foster & Motley
Ohio
$607K +$257K +7,500 +72%
AIM
72
Acropolis Investment Management
Missouri
$546K
KeyBank National Association
73
KeyBank National Association
Ohio
$499K -$306K -8,935 -38%
Commonwealth Equity Services
74
Commonwealth Equity Services
Massachusetts
$488K -$145K -4,237 -23%
BTS
75
BB&T Securities
Virginia
$430K