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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
126
HighTower Advisors
Illinois
$853K +$838K +24,948 New
SHIM
127
Stone House Investment Management
Pennsylvania
$840K -$171K -5,081 -17%
AB
128
AT Bancorp
Iowa
$831K -$113K -3,365 -12%
Bank of New York Mellon
129
Bank of New York Mellon
New York
$815K -$16.9M -503,779 -95%
HCM
130
Hollencrest Capital Management
California
$792K -$14.4K -430 -2%
IA
131
IFP Advisors
Florida
$775K -$823K -24,506 -52%
PFG
132
Pacific Financial Group
Washington
$775K +$43.3K +1,289 +6%
PNC Financial Services Group
133
PNC Financial Services Group
Pennsylvania
$765K -$154K -4,585 -17%
PA
134
PFG Advisors
Arizona
$743K -$4.6K -137 -0.6%
MML Investors Services
135
MML Investors Services
Massachusetts
$712K +$49.4K +1,471 +8%
NB
136
NBT Bank
New York
$678K
SCM
137
Smith Capital Management
Arkansas
$662K +$120K +3,584 +23%
EK
138
Evensky & Katz
Florida
$634K +$166K +4,947 +36%
UAS
139
United Asset Strategies
New York
$625K +$6.32K +188 +1%
Creative Planning
140
Creative Planning
Kansas
$606K -$60.6K -1,805 -9%
MCP
141
Martin Capital Partners
Oregon
$605K +$125K +3,729 +27%
PSUF
142
People's United Financial
Connecticut
$603K +$216K +6,428 +57%
VFA
143
Voya Financial Advisors
Connecticut
$600K -$45.3K -1,350 -7%
SIA
144
Strategic Investment Advisors
Michigan
$596K -$34.1K -1,014 -5%
CIAS
145
Capital Investment Advisory Services
North Carolina
$592K +$234K +6,974 +67%
FA
146
FDx Advisors
Illinois
$587K +$577K +17,173 New
CIBC World Market
147
CIBC World Market
Ontario, Canada
$562K -$17.1K -509 -3%
Franklin Resources
148
Franklin Resources
California
$553K -$46.8K -1,392 -8%
SPIA
149
Steward Partners Investment Advisory
New York
$528K -$15K -448 -3%
Carson Wealth (CWM LLC)
150
Carson Wealth (CWM LLC)
Nebraska
$522K +$416K +12,372 +669%