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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
151
Creative Planning
Kansas
$211K +$211K +6,338 New
CT
152
CPF Texas
Texas
$183K +$183K +5,499 New
GRP
153
Global Retirement Partners
California
$182K +$119K +3,570 +188%
BRC
154
Bell Rock Capital
Delaware
$171K +$94.2K +2,831 +122%
APSP
155
Asset Planning Services (Pennsylvania)
Pennsylvania
$156K +$699 +21 +0.4%
CAPTRUST Financial Advisors
156
CAPTRUST Financial Advisors
North Carolina
$137K +$137K +4,125 New
AIS
157
Accurate Investment Solutions
Pennsylvania
$132K +$109K +3,275 +471%
APA
158
American Portfolios Advisors
New York
$123K +$632 +19 +0.5%
SWM
159
SeaCrest Wealth Management
New York
$110K – – –
CAL
160
Capital Advisors Ltd
Ohio
$97K – – –
AWA
161
Acorn Wealth Advisors
Michigan
$96K +$366 +11 +0.4%
AWM
162
Avior Wealth Management
Nebraska
$87K +$59.6K +1,791 +220%
HIIFS
163
Harel Insurance Investments & Financial Services
Israel
$78K -$698K -20,977 Closed
DWM
164
Destination Wealth Management
California
$55K -$951K -28,579 -95%
IWP
165
Icon Wealth Partners
Texas
$49K -$112K -3,361 -70%
IAS
166
INR Advisory Services
Pennsylvania
$49K +$22.7K +681 +87%
PCP
167
Proficio Capital Partners
Massachusetts
$49K +$48.8K +1,467 New
Citigroup
168
Citigroup
New York
$41K +$10.8K +326 +36%
AIM
169
Anchor Investment Management
South Carolina
$37.3K – – –
BC
170
Bartlett & Co
Ohio
$30K – – –
LFG
171
LifePlan Financial Group
Ohio
$30K – – –
BFC
172
Bedel Financial Consulting
Indiana
$30K +$30.2K +908 New
BCWM
173
Bartlett & Co Wealth Management
Ohio
$30K – – –
1IA
174
1834 Investment Advisors
Wisconsin
$29K -$22K -661 -43%
MFW
175
Mosaic Family Wealth
Missouri
$29K -$166 -5 -0.6%