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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
176
PNC Financial Services Group
Pennsylvania
$668K -$128K -3,587 -16%
GRP
177
Global Retirement Partners
California
$667K -$88.6K -2,490 -12%
FAIM
178
Financial Advocates Investment Management
Washington
$638K +$153K +4,304 +32%
JP Morgan Chase
179
JP Morgan Chase
New York
$638K +$582K +16,367 +1,495%
SW
180
SlateStone Wealth
Florida
$630K -$1.14K -32 -0.2%
Mariner
181
Mariner
Kansas
$628K -$21.3K -599 -3%
PFM
182
Phillips Financial Management
Indiana
$626K -$17.5K -493 -3%
OAP
183
One Advisory Partners
Kansas
$626K +$609K +17,134 New
GLA
184
Good Life Advisors
Pennsylvania
$596K +$63.6K +1,787 +12%
FFG
185
Fullen Financial Group
Ohio
$596K +$580K +16,312 New
SCM
186
Smith Capital Management
Arkansas
$570K -$25.5K -718 -4%
RIM
187
Rockbridge Investment Management
New York
$559K +$545K +15,315 New
Financial Engines Advisors
188
Financial Engines Advisors
California
$555K +$209K +5,887 +63%
SIA
189
Strategic Investment Advisors
Michigan
$552K +$537K +15,107 New
APCM
190
Alaska Permanent Capital Management
Alaska
$547K +$20.1K +565 +4%
OWP
191
Obermeyer Wealth Partners
Colorado
$546K
WP
192
WealthPLAN Partners
Nebraska
$545K +$48.2K +1,354 +10%
AFAS
193
Acorn Financial Advisory Services
Virginia
$539K +$2.52K +71 +0.5%
GWM
194
Geneos Wealth Management
Colorado
$533K +$61.2K +1,720 +13%
CAAS
195
Capital Asset Advisory Services
Michigan
$527K +$40.8K +1,146 +9%
HighTower Advisors
196
HighTower Advisors
Illinois
$524K -$223K -6,259 -30%
Carson Wealth (CWM LLC)
197
Carson Wealth (CWM LLC)
Nebraska
$522K
WWM
198
Western Wealth Management
Colorado
$504K -$69.1K -1,944 -12%
IWC
199
Integrated Wealth Concepts
Massachusetts
$476K +$217K +6,106 +88%
VFA
200
Voya Financial Advisors
Connecticut
$459K +$173K +4,851 +63%