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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DWM
176
Destination Wealth Management
California
$88K +$33.7K +1,012 +62%
AWM
177
Avior Wealth Management
Nebraska
$87K – – –
Carson Wealth (CWM LLC)
178
Carson Wealth (CWM LLC)
Nebraska
$84K +$73.9K +2,217 +739%
IA
179
IndexIQ Advisors
New York
$84K +$83.8K +2,517 New
Northwestern Mutual Wealth Management
180
Northwestern Mutual Wealth Management
Wisconsin
$62K +$58.7K +1,763 +1,959%
PCP
181
Proficio Capital Partners
Massachusetts
$49K – – –
IAS
182
INR Advisory Services
Pennsylvania
$46K -$2.56K -77 -5%
Citigroup
183
Citigroup
New York
$41K +$133 +4 +0.3%
AIM
184
Anchor Investment Management
South Carolina
$37.3K – – –
1IA
185
1834 Investment Advisors
Wisconsin
$31K +$1.67K +50 +6%
BC
186
Bartlett & Co
Ohio
$30K – – –
LFG
187
LifePlan Financial Group
Ohio
$30K – – –
MWPCG
188
Measured Wealth Private Client Group
New Hampshire
$30K +$30K +900 New
BCWM
189
Bartlett & Co Wealth Management
Ohio
$30K – – –
SCA
190
Stuart Chaussee & Associates
California
$29K – – –
PFGIA
191
Patriot Financial Group Insurance Agency
Massachusetts
$27K +$6.7K +201 +33%
Fifth Third Bancorp
192
Fifth Third Bancorp
Ohio
$25K – – –
TFA
193
Transamerica Financial Advisors
Florida
$22K -$1.29M -38,775 -98%
SFM
194
Signet Financial Management
New Jersey
$17K -$12K -361 -42%
WAP
195
Wealthcare Advisory Partners
Pennsylvania
$17K – – –
BlackRock
196
BlackRock
New York
$17K +$2.17K +65 +15%
FHA
197
Flagship Harbor Advisors
Massachusetts
$16K +$10.5K +314 +185%
Fidelity Investments
198
Fidelity Investments
Massachusetts
$12K +$12.6K +379 New
MFW
199
Mosaic Family Wealth
Missouri
$9K -$19.9K -597 -69%
TC
200
Trilogy Capital
California
$9K +$100 +3 +1%