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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Cerity Partners
51
Cerity Partners
New York
$24.7M -$1.97M -59,716 -7%
OAM
52
Occidental Asset Management
California
$23.7M +$291K +8,813 +1%
HGA
53
Hobbs Group Advisors
South Carolina
$23.1M +$731K +22,168 +3%
CTWM
54
Cherry Tree Wealth Management
Minnesota
$22.8M +$233K +7,053 +1%
NA
55
Nottingham Advisors
New York
$22.1M -$2.67M -80,923 -11%
CFG
56
Compton Financial Group
Maryland
$22M +$21.8M +660,856 New
HPA
57
High Probability Advisors
New York
$21.8M +$1.16M +35,132 +6%
WCWM
58
Willow Creek Wealth Management
California
$21.7M +$689K +20,901 +3%
Goldman Sachs
59
Goldman Sachs
New York
$21.6M +$18.2M +551,956 +565%
WI
60
WrapManager Inc
California
$21.5M +$2.23M +67,537 +12%
OPPS
61
Obsidian Personal Planning Solutions
Maryland
$21.4M -$3.45M -104,671 -14%
PAS
62
Park Avenue Securities
New York
$20.3M +$616K +18,672 +3%
CCMG
63
Clark Capital Management Group
Pennsylvania
$19.6M +$327K +9,906 +2%
Citadel Advisors
64
Citadel Advisors
Florida
$18.8M +$18.6M +564,629 New
IIA
65
Integral Investment Advisors
California
$18.6M +$1.49M +45,312 +9%
CA
66
CGN Advisors
Kansas
$18.3M +$447K +13,575 +3%
CBT
67
Crews Bank & Trust
Florida
$18.2M +$356K +10,798 +2%
MWM
68
Mission Wealth Management
California
$17.7M -$93.7M -2,843,022 -84%
GA
69
GoalVest Advisory
New York
$15.6M +$913K +27,694 +6%
T
70
TrueFG
Texas
$15.5M +$196K +5,959 +1%
Royal Bank of Canada
71
Royal Bank of Canada
Ontario, Canada
$15.1M -$82.7K -2,508 -0.5%
FGAM
72
Financial Gravity Asset Management
Texas
$15.1M +$14.9M +452,773 New
APA
73
Astoria Portfolio Advisors
New York
$14.8M -$5.96M -180,942 -29%
FFA
74
Farther Finance Advisors
California
$14.4M +$2.84M +86,192 +25%
PIA
75
Pinion Investment Advisors
Kansas
$14.3M +$7.7M +233,722 +118%