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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JWM
176
JPL Wealth Management
Colorado
$4.95M +$2.29M +68,322 +86%
M&T Bank
177
M&T Bank
New York
$4.92M -$43.9K -1,311 -0.9%
WIA
178
Wetzel Investment Advisors
Indiana
$4.79M +$150K +4,485 +3%
PWM
179
Perigon Wealth Management
California
$4.74M +$135K +4,032 +3%
DWM
180
Diversify Wealth Management
Utah
$4.72M +$112K +3,339 +2%
DAS
181
Diversify Advisory Services
Utah
$4.72M +$4.23M +126,245 +782%
CFG
182
Cornerstone Financial Group
Nebraska
$4.68M +$165K +4,932 +4%
EP
183
Edgestream Partners
New Jersey
$4.66M +$4.66M +139,285 New
SPIA
184
Steward Partners Investment Advisory
New York
$4.66M +$46.2K +1,380 +1%
IFA
185
Interactive Financial Advisors
Illinois
$4.62M -$6.29K -188 -0.1%
Financial Engines Advisors
186
Financial Engines Advisors
California
$4.6M +$67.4K +2,015 +1%
KAS
187
Kestra Advisory Services
Texas
$4.44M -$282K -8,430 -6%
RCP
188
Roan Capital Partners
Tennessee
$4.33M +$254K +7,586 +6%
SL
189
Sentinus LLC
Illinois
$4.28M -$2.28M -68,192 -35%
AWM
190
Aureum Wealth Management
Florida
$4.23M +$206K +6,159 +5%
AF
191
ASL Financial
California
$4.21M -$8.1K -242 -0.2%
William Blair & Company
192
William Blair & Company
Illinois
$4.18M +$62.9K +1,880 +2%
HGA
193
Hobbs Group Advisors
South Carolina
$4.09M -$42.2K -1,260 -1%
FCH
194
Freestone Capital Holdings
Washington
$4.07M -$941K -28,123 -19%
MWM
195
Mission Wealth Management
California
$4.01M +$701K +20,939 +21%
AWM
196
Accurate Wealth Management
Florida
$3.88M +$312K +9,325 +9%
WAS
197
Wealth Advisory Solutions
Indiana
$3.82M -$65.8K -1,967 -2%
ASN
198
Advisory Services Network
Georgia
$3.78M -$1K -30 -0%
CC
199
Climber Capital
Switzerland
$3.78M +$30.4K +907 +0.8%
GCP
200
GSA Capital Partners
United Kingdom
$3.76M -$2.11M -62,925 -36%