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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAL
76
Capital Advisors Ltd
Ohio
$323K
Manulife (Manufacturers Life Insurance)
77
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$312K +$250K +7,169 +407%
APCM
78
Alaska Permanent Capital Management
Alaska
$307K
Baird Financial Group
79
Baird Financial Group
Wisconsin
$273K -$1.42M -40,603 -84%
CB
80
Community Bank
New York
$270K -$2.62K -75 -1%
BCM
81
Bluefin Capital Management
New York
$254K +$253K +7,264 New
US Bancorp
82
US Bancorp
Minnesota
$241K
AI
83
Atria Investments
North Carolina
$219K +$219K +6,287 New
CIA
84
Capital Investment Advisors
Georgia
$216K +$216K +6,180 New
GWM
85
Geneos Wealth Management
Colorado
$210K -$11.6K -334 -5%
UR
86
USCA RIA
Texas
$206K
VFA
87
Voya Financial Advisors
Connecticut
$204K -$11.3K -324 -5%
APSP
88
Asset Planning Services (Pennsylvania)
Pennsylvania
$159K +$25.7K +738 +19%
CWM
89
Concert Wealth Management
California
$70K +$69.8K +2,001 New
KLI
90
Kelman-Lazarov Inc
Tennessee
$52K +$52.3K +1,500 New
Citigroup
91
Citigroup
New York
$48K -$59.2K -1,698 -55%
AIM
92
Anchor Investment Management
South Carolina
$39.1K
BC
93
Bartlett & Co
Ohio
$39K
Carson Wealth (CWM LLC)
94
Carson Wealth (CWM LLC)
Nebraska
$33K -$30.3K -870 -48%
Bank of Montreal
95
Bank of Montreal
Ontario, Canada
$20K
S
96
SignatureFD
Georgia
$20K
JFA
97
JNBA Financial Advisors
Minnesota
$20K +$19.7K +565 New
NC
98
NewSquare Capital
Pennsylvania
$11K
IWMPD
99
Integrated Wealth Management (Palm Desert)
California
$9K
Creative Planning
100
Creative Planning
Kansas
$8K -$27.5K -788 -78%