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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TB
101
Treynor Bancshares
Iowa
$3.15M +$168K +5,072 +6%
WCWM
102
Willow Creek Wealth Management
California
$3.06M -$1.02M -30,922 -25%
HighTower Advisors
103
HighTower Advisors
Illinois
$3.02M -$569K -17,206 -16%
AWMG
104
Alliance Wealth Management Group
New Jersey
$2.99M +$35.9K +1,087 +1%
BBA
105
BLB&B Advisors
Pennsylvania
$2.98M -$2.08K -63 -0.1%
VBFP
106
Valtinson Bruner Financial Planning
Minnesota
$2.92M -$73.2K -2,215 -2%
SPIA
107
Steward Partners Investment Advisory
New York
$2.75M -$52.1K -1,577 -2%
WT
108
Whittier Trust
California
$2.75M +$2.45M +74,129 +741%
CWM
109
Cornerstone Wealth Management
Missouri
$2.71M +$292K +8,836 +12%
Mariner
110
Mariner
Kansas
$2.67M +$364K +11,022 +16%
Fisher Asset Management
111
Fisher Asset Management
Washington
$2.66M +$22.6K +683 +0.8%
PFG
112
Pacific Financial Group
Washington
$2.61M -$208K -6,299 -7%
SSWM
113
Sheets Smith Wealth Management
North Carolina
$2.57M -$421K -12,739 -14%
MA
114
MCF Advisors
Kentucky
$2.57M -$232K -7,014 -8%
SCA
115
Snowden Capital Advisors
New York
$2.56M +$69.7K +2,107 +3%
Commonwealth Equity Services
116
Commonwealth Equity Services
Massachusetts
$2.46M -$316K -9,570 -11%
VPW
117
Vericrest Private Wealth
Pennsylvania
$2.18M +$8.5K +257 +0.4%
FWM
118
Foresight Wealth Management
Utah
$2.09M -$87.9K -2,658 -4%
AAS
119
Avantax Advisory Services
Texas
$2.06M +$752K +22,754 +56%
CI
120
Conning Inc
Connecticut
$2.06M -$39.7M -1,199,714 -95%
Renaissance Technologies
121
Renaissance Technologies
New York
$2.05M +$893K +27,000 +76%
AWS
122
Atria Wealth Solutions
New York
$2.04M +$1.6M +48,498 +343%
IA
123
IFP Advisors
Florida
$2.04M
GRP
124
Global Retirement Partners
California
$2.02M +$8.83K +267 +0.4%
Bank of New York Mellon
125
Bank of New York Mellon
New York
$2M +$132K +3,989 +7%