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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RFN
126
RDA Financial Network
Iowa
$3.75M -$82K -2,574 -2%
SWA
127
Stratos Wealth Advisors
Ohio
$3.67M +$3.72M +116,670 New
RC
128
Roundview Capital
New Jersey
$3.66M +$3.7M +116,327 New
VAS
129
Vestmark Advisory Solutions
Massachusetts
$3.64M +$524K +16,460 +17%
RVPG
130
Relative Value Partners Group
$3.6M -$142K -4,473 -4%
GRP
131
Global Retirement Partners
California
$3.57M +$259K +8,136 +8%
WF
132
Wayfinding Financial
Washington
$3.52M +$3.58M +112,323 New
1IA
133
1620 Investment Advisors
Massachusetts
$3.51M -$32.8K -1,031 -0.9%
FVWA
134
Foster Victor Wealth Advisors
South Carolina
$3.5M +$55.2K +1,733 +2%
Bank of New York Mellon
135
Bank of New York Mellon
New York
$3.47M +$1.92M +60,145 +120%
WAS
136
Wealth Advisory Solutions
Indiana
$3.47M -$36.4K -1,142 -1%
KBC
137
Key Bridge Compliance
$3.47M +$3.51M +110,187 New
AAS
138
Avantax Advisory Services
Texas
$3.42M +$295K +9,275 +9%
Koshinski Asset Management
139
Koshinski Asset Management
Illinois
$3.33M -$281K -8,821 -8%
NP
140
Nilsine Partners
Colorado
$3.26M +$3.3M +103,731 New
SAM
141
SignalPoint Asset Management
Missouri
$3.15M +$22.1K +694 +0.7%
SP
142
SWS Partners
Ohio
$3.12M +$69.4K +2,179 +2%
IFA
143
Interactive Financial Advisors
Illinois
$3.12M +$99.8K +3,132 +3%
WFS
144
Walker Financial Services
Kentucky
$3.09M +$226K +7,088 +8%
FPWM
145
FSB Premier Wealth Management
Iowa
$3.09M +$4.2K +132 +0.1%
TA
146
TrueWealth Advisors
Alabama
$3.08M +$150K +4,707 +5%
IP
147
Ignite Planners
California
$3.03M +$2.57M +80,596 +484%
CC
148
Courier Capital
New York
$2.98M -$1.01M -31,664 -25%
VRM
149
Vectors Research Management
New York
$2.98M -$1.01M -31,838 -25%
Corient Private Wealth
150
Corient Private Wealth
Florida
$2.94M -$1.71M -53,576 -36%