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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KCM
101
Karp Capital Management
California
$195K +$195K +5,662 New
APSP
102
Asset Planning Services (Pennsylvania)
Pennsylvania
$160K +$656 +19 +0.4%
BF
103
BOK Financial
Oklahoma
$106K +$106K +3,065 New
HIIFS
104
Harel Insurance Investments & Financial Services
Israel
$78K
PS
105
Portfolio Solutions
Michigan
$75K +$74.6K +2,161 New
BCI
106
Brinker Capital Investments
Pennsylvania
$72K +$71.7K +2,078 New
GRP
107
Global Retirement Partners
California
$54K
AWMS
108
Advocacy Wealth Management Services
Georgia
$53K -$6.26M -181,213 -99%
Carson Wealth (CWM LLC)
109
Carson Wealth (CWM LLC)
Nebraska
$50K -$2.3M -66,685 -98%
AIM
110
Anchor Investment Management
South Carolina
$38.7K
BC
111
Bartlett & Co
Ohio
$38K
PFGIA
112
Patriot Financial Group Insurance Agency
Massachusetts
$33K +$8.08K +234 +33%
CHP
113
Cable Hill Partners
Oregon
$33K +$33K +957 New
Citigroup
114
Citigroup
New York
$31K -$39.7K -1,150 -56%
Fifth Third Bancorp
115
Fifth Third Bancorp
Ohio
$26K
CFD
116
Creative Financial Designs
Indiana
$18K +$104 +3 +0.6%
IWM
117
IHT Wealth Management
Illinois
$6K +$5.08K +147 +919%
GEA
118
Glen Eagle Advisors
New Jersey
$5.52K
WAP
119
Wealthcare Advisory Partners
Pennsylvania
$5K +$4.9K +142 New
Northern Trust
120
Northern Trust
Illinois
$4K -$27K -782 -6%
Northwestern Mutual Wealth Management
121
Northwestern Mutual Wealth Management
Wisconsin
$4K -$3.63K -105 -46%
AA
122
AlphaMark Advisors
Kentucky
$4K
KTC
123
Kistler-Tiffany Companies
Pennsylvania
$4K
WB
124
Webster Bank
Connecticut
$4K
SEI Investments
125
SEI Investments
Pennsylvania
$2K +$2.21K +64 New