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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CBT
51
Crews Bank & Trust
Florida
$24.8M +$2.39M +70,549 +11%
MFG
52
Merit Financial Group
Georgia
$24.1M +$23.4M +691,052 +3,367%
Cerity Partners
53
Cerity Partners
New York
$24M +$591K +17,462 +3%
BCWM
54
Bartlett & Co Wealth Management
Ohio
$22.8M +$3.72M +109,875 +19%
IA
55
Integrity Alliance
Iowa
$22.7M -$168K -4,961 -0.7%
CCMG
56
Clark Capital Management Group
Pennsylvania
$21.8M +$5.62M +165,965 +35%
CTWM
57
Cherry Tree Wealth Management
Minnesota
$21.7M -$754K -22,276 -3%
YAL
58
Your Advocates Ltd
Texas
$21.2M +$196K +5,794 +0.9%
GA
59
GoalVest Advisory
New York
$20.7M +$1.52M +44,936 +8%
CLGM
60
Capitolis Liquid Global Markets
New York
$20.6M +$20.6M +609,300 New
KW
61
KWB Wealth
California
$19.7M +$19.7M +581,197 New
Carson Wealth (CWM LLC)
62
Carson Wealth (CWM LLC)
Nebraska
$19.1M +$7.04M +208,015 +58%
AC
63
Apella Capital
Connecticut
$19M +$3.77M +111,261 +25%
FGAM
64
Financial Gravity Asset Management
Texas
$18.2M +$1.15M +34,049 +7%
T
65
TrueFG
Texas
$17.2M +$652K +19,263 +4%
EWP
66
Evergreen Wealth Partners
Montana
$17M +$17.1M +504,115 New
WI
67
WrapManager Inc
California
$16.7M -$616K -18,184 -4%
Bank of Nova Scotia
68
Bank of Nova Scotia
Ontario, Canada
$16.5M -$2.51M -74,067 -13%
Mariner
69
Mariner
Kansas
$15.7M +$924K +27,279 +6%
SF
70
Symphony Financial
Texas
$15.3M -$2.69M -79,350 -15%
Truist Financial
71
Truist Financial
North Carolina
$15.2M +$1.37M +40,446 +10%
WFS
72
Walker Financial Services
Kentucky
$14.7M +$765K +22,582 +5%
LG
73
Leuthold Group
Minnesota
$14.2M
PAS
74
Park Avenue Securities
New York
$13.9M +$632K +18,670 +5%
LFPWM
75
Leicht Financial Planning & Wealth Management
New Jersey
$13.8M +$1.06M +31,262 +8%