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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BHWM
176
Bay Harbor Wealth Management
Maryland
$764K -$263K -7,152 -26%
TCWM
177
Total Clarity Wealth Management
Illinois
$761K -$48.9K -1,328 -6%
Mariner
178
Mariner
Kansas
$740K +$108K +2,940 +17%
NB
179
NBT Bank
New York
$729K – – –
ATPW
180
Ashton Thomas Private Wealth
Arizona
$711K +$712K +19,346 New
TFA
181
Teamwork Financial Advisors
Texas
$690K +$691K +18,769 New
HCM
182
Hollencrest Capital Management
California
$682K – – –
ACP
183
Aveo Capital Partners
Colorado
$671K +$672K +18,252 New
IWC
184
Integrated Wealth Concepts
Massachusetts
$651K +$172K +4,668 +36%
PNC Financial Services Group
185
PNC Financial Services Group
Pennsylvania
$644K -$26.6K -722 -4%
Renaissance Technologies
186
Renaissance Technologies
New York
$636K -$4.1M -111,400 -87%
FAIM
187
Financial Advocates Investment Management
Washington
$634K -$21.2K -576 -3%
PFM
188
Phillips Financial Management
Indiana
$632K +$2.06K +56 +0.3%
SIA
189
Strategic Investment Advisors
Michigan
$632K +$77.1K +2,094 +14%
GLA
190
Good Life Advisors
Pennsylvania
$622K +$20.9K +567 +3%
APCM
191
Alaska Permanent Capital Management
Alaska
$610K +$60K +1,629 +11%
Prudential Financial
192
Prudential Financial
New Jersey
$602K -$294K -7,978 -33%
FFG
193
Fullen Financial Group
Ohio
$600K – – –
AFAS
194
Acorn Financial Advisory Services
Virginia
$595K +$52.5K +1,425 +10%
TCBWMS
195
Texas Capital Bank Wealth Management Services
Texas
$578K -$451K -12,243 -44%
LA
196
LexAurum Advisors
Kansas
$577K +$344K +9,354 +147%
CW
197
CreativeOne Wealth
Kansas
$572K +$285K +7,755 +99%
CWM
198
Cornerstone Wealth Management
Missouri
$565K +$236K +6,409 +72%
RIM
199
Rockbridge Investment Management
New York
$563K -$479 -13 -0.1%
WWM
200
Western Wealth Management
Colorado
$556K +$48.3K +1,313 +10%