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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VBFP
101
Valtinson Bruner Financial Planning
Minnesota
$3.09M +$66.8K +1,816 +2%
SPIA
102
Steward Partners Investment Advisory
New York
$3.08M +$428K +11,639 +16%
MA
103
MCF Advisors
Kentucky
$2.97M +$11.1K +303 +0.4%
PWM
104
Peterson Wealth Management
Nevada
$2.93M -$39.4K -1,073 -1%
PFG
105
Pacific Financial Group
Washington
$2.91M +$218K +5,932 +8%
Truist Financial
106
Truist Financial
North Carolina
$2.77M -$575K -15,639 -17%
FWM
107
Foresight Wealth Management
Utah
$2.77M -$7.32K -199 -0.3%
Cambridge Investment Research Advisors
108
Cambridge Investment Research Advisors
Iowa
$2.69M -$723K -19,653 -21%
FHC
109
First Heartland Consultants
Missouri
$2.65M +$225K +6,111 +9%
CWM
110
Cornerstone Wealth Management
Missouri
$2.63M +$388K +10,564 +17%
CCFM
111
Clear Creek Financial Management
Washington
$2.61M -$278K -7,574 -10%
SSWM
112
Sheets Smith Wealth Management
North Carolina
$2.52M -$69.2K -1,882 -3%
CI
113
CX Institutional
Indiana
$2.5M +$226K +6,144 +10%
Northwestern Mutual Wealth Management
114
Northwestern Mutual Wealth Management
Wisconsin
$2.41M +$291K +7,903 +14%
NFG
115
Nations Financial Group
Iowa
$2.38M +$2.39M +65,124 New
AWA
116
Arete Wealth Advisors
Illinois
$2.36M -$5.99K -163 -0.3%
SCA
117
Snowden Capital Advisors
New York
$2.34M -$60.1K -1,635 -2%
5L
118
55I LLC
Massachusetts
$2.32M -$925K -25,156 -28%
FTS
119
Fifth Third Securities
Ohio
$2.32M +$342K +9,290 +17%
ASN
120
Advisory Services Network
Georgia
$2.32M +$401K +10,895 +21%
VIM
121
Vista Investment Management
Pennsylvania
$2.28M -$25K -680 -1%
EWM
122
Empirical Wealth Management
Washington
$2.23M -$241K -6,546 -10%
NA
123
Nottingham Advisors
New York
$2.17M +$661K +17,969 +43%
MML Investors Services
124
MML Investors Services
Massachusetts
$2.17M +$564K +15,346 +35%
TC
125
TownSquare Capital
Utah
$2.14M -$260K -7,066 -11%