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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SBIA
101
Sheaff Brock Investment Advisors
Indiana
$398K +$400K +11,639 New
FA
102
FDx Advisors
Illinois
$381K -$39.7K -1,155 -9%
WT
103
Whittier Trust
California
$379K
GWM
104
Geneos Wealth Management
Colorado
$358K +$125K +3,640 +53%
RA
105
RFG Advisory
Alabama
$354K +$14.5K +423 +4%
RFA
106
Reilly Financial Advisors
California
$350K +$351K +10,210 +36,464%
PAS
107
Park Avenue Securities
New York
$344K +$111K +3,243 +48%
BIA
108
BHK Investment Advisors
Alabama
$325K +$327K +9,500 New
OC
109
Oppenheimer & Co
New York
$321K +$17.2K +500 +6%
CAL
110
Capital Advisors Ltd
Ohio
$317K
FAAS
111
First Allied Advisory Services
California
$308K +$31.2K +909 +11%
LA
112
LexAurum Advisors
Kansas
$308K +$310K +9,033 New
Bank of New York Mellon
113
Bank of New York Mellon
New York
$301K -$46.4K -1,351 -13%
Luther King Capital Management (LKCM)
114
Luther King Capital Management (LKCM)
Texas
$298K +$100K +2,920 +50%
SPIA
115
Steward Partners Investment Advisory
New York
$293K +$7.8K +227 +3%
IWP
116
Icon Wealth Partners
Texas
$287K +$288K +8,386 New
Baird Financial Group
117
Baird Financial Group
Wisconsin
$280K -$10.2K -296 -3%
CPIA
118
Cornell Pochily Investment Advisors
New York
$279K +$280K +8,158 New
FTS
119
Fifth Third Securities
Ohio
$273K +$274K +7,979 New
William Blair & Company
120
William Blair & Company
Illinois
$271K +$273K +7,931 New
BUB
121
BBVA USA Bancshares
Texas
$262K +$263K +7,662 New
APP
122
Avantax Planning Partners
Iowa
$251K +$252K +7,330 New
CIA
123
Capital Investment Advisors
Georgia
$249K
US Bancorp
124
US Bancorp
Minnesota
$236K
GCA
125
Gradient Capital Advisors
California
$235K +$236K +6,861 New