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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWA
51
ERTS Wealth Advisors
Michigan
$27.2M -$18M -543,577 -40%
NA
52
Nottingham Advisors
New York
$26.4M +$4.05M +122,188 +18%
CFIA
53
Cantor Fitzgerald Investment Advisors
New York
$26M +$129K +3,888 +0.5%
Cerity Partners
54
Cerity Partners
New York
$24.4M -$547K -16,536 -2%
OAM
55
Occidental Asset Management
California
$24.3M +$362K +10,943 +2%
WI
56
WrapManager Inc
California
$23.6M +$1.9M +57,257 +9%
RWM
57
RMG Wealth Management
Wisconsin
$23.6M +$23.4M +706,171 New
HPA
58
High Probability Advisors
New York
$22.8M +$693K +20,934 +3%
WCWM
59
Willow Creek Wealth Management
California
$22.7M +$794K +23,977 +4%
CTWM
60
Cherry Tree Wealth Management
Minnesota
$22.4M -$652K -19,684 -3%
OPPS
61
Obsidian Personal Planning Solutions
Maryland
$22.2M +$543K +16,388 +3%
IA
62
Integrity Alliance
Iowa
$20.4M -$8.63M -260,741 -30%
IIA
63
Integral Investment Advisors
California
$19.6M +$830K +25,068 +4%
CBT
64
Crews Bank & Trust
Florida
$18.8M +$397K +12,005 +2%
GA
65
GoalVest Advisory
New York
$17.6M +$1.82M +54,845 +12%
FGC
66
Financial Gravity Companies
Texas
$16.4M +$16.2M +489,280 New
SF
67
Symphony Financial
Texas
$16.4M +$13.4M +405,576 +661%
CCMG
68
Clark Capital Management Group
Pennsylvania
$15.8M -$4.01M -121,163 -20%
T
69
TrueFG
Texas
$15.6M -$11K -332 -0.1%
Royal Bank of Canada
70
Royal Bank of Canada
Ontario, Canada
$15.5M +$271K +8,197 +2%
AAS
71
Avantax Advisory Services
Texas
$15.3M +$1.05M +31,822 +8%
AWMS
72
Advocacy Wealth Management Services
Georgia
$15M +$890K +26,877 +6%
Mariner
73
Mariner
Kansas
$13.9M +$696K +21,035 +5%
Carson Wealth (CWM LLC)
74
Carson Wealth (CWM LLC)
Nebraska
$13.7M -$29.6M -893,138 -69%
LG
75
Leuthold Group
Minnesota
$13M +$2.03M +61,282 +19%