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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WP
101
WealthSource Partners
California
$6.28M -$673K -21,174 -10%
FA
102
FDx Advisors
Illinois
$6.05M -$490K -15,419 -8%
FIM
103
Freedom Investment Management
Connecticut
$5.88M +$1.71M +53,914 +43%
MNG
104
Manning & Napier Group
New York
$5.84M
Financial Engines Advisors
105
Financial Engines Advisors
California
$5.84M -$12.4M -391,018 -69%
FTUS
106
Flow Traders U.S.
New York
$5.75M +$5.57M +175,254 New
BC
107
Bartlett & Co
Ohio
$5.49M +$57.8K +1,820 +1%
BCWM
108
Bartlett & Co Wealth Management
Ohio
$5.49M +$57.8K +1,820 +1%
SSWM
109
Sheets Smith Wealth Management
North Carolina
$5.49M +$268K +8,423 +5%
FFP
110
Forbes Financial Planning
Rhode Island
$5.4M +$748K +23,524 +17%
CWM
111
Cornerstone Wealth Management
Missouri
$5.3M +$693K +21,822 +16%
AWA
112
Aquire Wealth Advisors
Utah
$5.22M +$139K +4,379 +3%
HA
113
Hofer & Associates
California
$5.17M -$231K -7,279 -4%
GAA
114
Guardian Asset Advisors
Pennsylvania
$5.13M +$4.97M +156,299 New
FDDB
115
Fidelity D&D Bancorp
Pennsylvania
$5.11M -$528K -16,616 -10%
NEI
116
Northwest & Ethical Investments
Ontario, Canada
$4.89M -$365K -11,500 -7%
TCM
117
Towercrest Capital Management
Pennsylvania
$4.88M -$160K -5,026 -3%
MERSOM
118
Municipal Employees' Retirement System of Michigan
Michigan
$4.83M
VIM
119
Vista Investment Management
Pennsylvania
$4.82M +$46.9K +1,476 +1%
MFG
120
Merit Financial Group
Georgia
$4.68M -$1.85M -58,112 -29%
SCA
121
Snowden Capital Advisors
New York
$4.68M +$21K +661 +0.5%
WF
122
Wayfinding Financial
Washington
$4.65M +$931K +29,306 +26%
FPAS
123
Focus Partners Advisor Solutions
Missouri
$4.64M -$143K -4,512 -3%
EWA
124
EP Wealth Advisors
California
$4.59M +$4.28M +134,725 +2,673%
RC
125
Roundview Capital
New Jersey
$4.58M +$735K +23,133 +20%