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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
UAS
151
United Asset Strategies
New York
$720K +$71K +2,024 +11%
NB
152
NBT Bank
New York
$700K
Baird Financial Group
153
Baird Financial Group
Wisconsin
$647K -$73.9K -2,106 -10%
MML Investors Services
154
MML Investors Services
Massachusetts
$633K -$23.8K -679 -4%
SW
155
SlateStone Wealth
Florida
$609K -$98.2K -2,800 -14%
SWM
156
SeaCrest Wealth Management
New York
$600K +$597K +17,009 New
A
157
AdvicePeriod
California
$596K +$592K +16,875 New
BRC
158
Bell Rock Capital
Delaware
$593K +$160K +4,560 +37%
CB
159
Commerce Bank
Missouri
$591K
Creative Planning
160
Creative Planning
Kansas
$584K +$45.4K +1,294 +8%
SCM
161
Smith Capital Management
Arkansas
$576K -$76.6K -2,183 -12%
MFG
162
MidWestOne Financial Group
Iowa
$572K -$80.1K -2,282 -12%
AFP
163
Ausdal Financial Partners
Iowa
$560K +$982 +28 +0.2%
OWP
164
Obermeyer Wealth Partners
Colorado
$528K
Carson Wealth (CWM LLC)
165
Carson Wealth (CWM LLC)
Nebraska
$522K
CWSR
166
Chessman Wealth Strategies RIA
Texas
$508K -$1.21M -34,383 -70%
WWM
167
Western Wealth Management
Colorado
$505K +$11.5K +328 +2%
FFS
168
Founders Financial Securities
Maryland
$486K -$152K -4,346 -24%
Franklin Resources
169
Franklin Resources
California
$481K -$40.8K -1,164 -8%
IWM
170
IHT Wealth Management
Illinois
$475K +$472K +13,467 New
QCM
171
Quest Capital Management
Texas
$468K +$465K +13,258 New
APCM
172
Alaska Permanent Capital Management
Alaska
$466K
AWA
173
Alaska Wealth Advisors
Alaska
$466K
VFA
174
Voya Financial Advisors
Connecticut
$463K +$2.21K +63 +0.5%
TFS
175
TrustCore Financial Services
Tennessee
$460K +$97.6K +2,783 +27%