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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HPC
101
HM Payson & Co
Maine
$2.21M
EWM
102
Empirical Wealth Management
Washington
$2.12M +$501K +14,287 +30%
Northwestern Mutual Wealth Management
103
Northwestern Mutual Wealth Management
Wisconsin
$2.05M +$251K +7,171 +13%
NA
104
Nottingham Advisors
New York
$1.97M -$9.43K -269 -0.5%
Truist Financial
105
Truist Financial
North Carolina
$1.91M -$144K -4,098 -7%
FIM
106
Frontier Investment Management
Texas
$1.9M +$132K +3,763 +7%
APSP
107
Asset Planning Services (Pennsylvania)
Pennsylvania
$1.8M +$2.67K +76 +0.1%
VIM
108
Vista Investment Management
Pennsylvania
$1.77M -$183K -5,221 -9%
VFM
109
Vivid Financial Management
California
$1.66M -$75.3K -2,148 -4%
ASN
110
Advisory Services Network
Georgia
$1.66M -$112K -3,198 -6%
MA
111
MCF Advisors
Kentucky
$1.62M +$98.8K +2,817 +6%
AI
112
Atria Investments
North Carolina
$1.58M -$857K -24,440 -34%
FWM
113
Foresight Wealth Management
Utah
$1.56M -$1.01M -28,915 -39%
MCIA
114
Mountain Capital Investment Advisors
Colorado
$1.5M +$1.48M +42,311 New
TC
115
TownSquare Capital
Utah
$1.43M +$1.19M +33,868 +494%
US Bancorp
116
US Bancorp
Minnesota
$1.32M +$1.36M +38,794 +26,754%
WAS
117
Winch Advisory Services
Wisconsin
$1.3M -$30.7K -875 -2%
WA
118
Wealthstar Advisors
Texas
$1.27M +$1.32M +37,561 New
GPWA
119
Great Point Wealth Advisors
Massachusetts
$1.27M -$24.3M -694,014 -95%
Stifel Financial
120
Stifel Financial
Missouri
$1.27M -$534K -15,237 -29%
PFGIA
121
Patriot Financial Group Insurance Agency
Massachusetts
$1.25M +$799K +22,796 +164%
PFG
122
Pacific Financial Group
Washington
$1.22M +$219K +6,256 +21%
Luther King Capital Management (LKCM)
123
Luther King Capital Management (LKCM)
Texas
$1.21M
VVP
124
Venture Visionary Partners
Ohio
$1.21M -$115K -3,284 -8%
JSL
125
JT Stratford LLC
Georgia
$1.19M -$60.6K -1,728 -5%