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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LGW
151
Leslie Global Wealth
Illinois
$4.9M +$1.48M +44,640 +43%
SPG
152
Strategic Planning Group
Utah
$4.89M +$219K +6,611 +5%
SWP
153
Stratos Wealth Partners
Ohio
$4.86M +$497K +15,007 +11%
FPAS
154
Focus Partners Advisor Solutions
Missouri
$4.84M +$949K +28,670 +24%
AWS
155
Atria Wealth Solutions
New York
$4.74M +$1.67M +50,340 +53%
LC
156
Legacy CG
Texas
$4.68M +$1.01M +30,510 +27%
IA
157
IFG Advisory
Georgia
$4.48M +$1.59M +47,971 +54%
WFS
158
Walker Financial Services
Kentucky
$4.42M +$308K +9,295 +7%
PWM
159
Perigon Wealth Management
California
$4.25M +$95K +2,869 +2%
FPCG
160
Forum Private Client Group
Indiana
$4.07M +$172K +5,210 +4%
1IA
161
1620 Investment Advisors
Massachusetts
$4.04M -$104K -3,153 -2%
TB
162
Treynor Bancshares
Iowa
$4.01M +$893K +26,982 +28%
WAS
163
Wealth Advisory Solutions
Indiana
$3.98M +$257K +7,767 +7%
IWC
164
Integrated Wealth Concepts
Massachusetts
$3.96M +$189K +5,701 +5%
WWM
165
Western Wealth Management
Colorado
$3.88M +$647K +19,538 +20%
IPW
166
Impact Partnership Wealth
Georgia
$3.84M +$328K +9,899 +9%
SPIA
167
Steward Partners Investment Advisory
New York
$3.79M +$55.1K +1,665 +1%
TPW
168
Transatlantique Private Wealth
New York
$3.73M +$6.12K +185 +0.2%
AWMG
169
Alliance Wealth Management Group
New Jersey
$3.66M +$246K +7,435 +7%
AWM
170
Adams Wealth Management
Utah
$3.64M +$75.1K +2,269 +2%
CI
171
CacheTech Inc
Utah
$3.64M +$75.1K +2,269 +2%
EWA
172
EP Wealth Advisors
California
$3.63M +$69.1K +2,088 +2%
HPC
173
HM Payson & Co
Maine
$3.62M – – –
NAM
174
NorthCrest Asset Manangement
Minnesota
$3.61M +$34.3K +1,036 +1%
Koshinski Asset Management
175
Koshinski Asset Management
Illinois
$3.6M -$29.1K -878 -0.8%