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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
101
Empirical Wealth Management
Washington
$1.05M +$8.56K +257 +0.8%
AB
102
AT Bancorp
Iowa
$1.01M -$462K -13,867 -31%
WCWM
103
Willow Creek Wealth Management
California
$996K +$996K +29,901 New
AWA
104
Arete Wealth Advisors
Illinois
$995K +$43K +1,290 +5%
SHIM
105
Stone House Investment Management
Pennsylvania
$967K +$967K +29,042 New
Invesco
106
Invesco
Georgia
$886K -$410K -12,300 -32%
UAS
107
United Asset Strategies
New York
$883K +$294K +8,839 +50%
WFWM
108
Wechter Feldman Wealth Management
New Jersey
$874K -$12.3K -368 -1%
MCM
109
Mainstay Capital Management
Michigan
$865K -$48.8K -1,466 -5%
FAAS
110
First Allied Advisory Services
California
$858K +$430K +12,905 +100%
HCM
111
Hollencrest Capital Management
California
$792K +$772K +23,165 New
Commonwealth Equity Services
112
Commonwealth Equity Services
Massachusetts
$791K -$31.9K -957 -4%
BCM
113
Bluefin Capital Management
New York
$775K +$775K +23,266 New
OMC
114
Old Mission Capital
Illinois
$749K +$749K +22,495 New
Wealth Enhancement Advisory Services
115
Wealth Enhancement Advisory Services
Minnesota
$746K +$168K +5,047 +29%
SB
116
Suntrust Banks
Georgia
$707K +$210K +6,318 +42%
BUB
117
BBVA USA Bancshares
Texas
$683K +$76.3K +2,289 +13%
PA
118
PFG Advisors
Arizona
$683K +$689K +20,686 New
WP
119
WealthSource Partners
California
$681K -$7.2K -216 -1%
AA
120
ALPS Advisors
Colorado
$673K -$4.13K -124 -0.6%
HPWM
121
Highland Private Wealth Management
Washington
$672K -$367K -11,010 -35%
NB
122
NBT Bank
New York
$660K
DADC
123
D.A. Davidson & Co
Montana
$630K +$630K +18,911 New
Franklin Resources
124
Franklin Resources
California
$601K +$601K +18,037 New
PWM
125
Paulson Wealth Management
Illinois
$599K +$605K +18,155 New