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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ATPW
176
Ashton Thomas Private Wealth
Arizona
$836K +$116K +3,139 +16%
UCFA
177
United Capital Financial Advisors
Texas
$830K +$302K +8,192 +58%
ACM
178
Advisors Capital Management
New Jersey
$826K -$11M -296,773 -93%
Mariner
179
Mariner
Kansas
$823K +$74.2K +2,010 +10%
US Bancorp
180
US Bancorp
Minnesota
$812K -$21.5K -582 -3%
ACS
181
Archford Capital Strategies
Illinois
$807K -$11.5K -312 -1%
SAM
182
SignalPoint Asset Management
Missouri
$807K +$322K +8,713 +67%
Prudential Financial
183
Prudential Financial
New Jersey
$795K +$184K +4,994 +30%
MCM
184
Mainstay Capital Management
Michigan
$783K -$9.3K -252 -1%
VVP
185
Venture Visionary Partners
Ohio
$780K -$26.4K -716 -3%
TCWM
186
Total Clarity Wealth Management
Illinois
$779K +$8.71K +236 +1%
Stifel Financial
187
Stifel Financial
Missouri
$776K -$99.8K -2,703 -11%
LA
188
LexAurum Advisors
Kansas
$774K +$189K +5,124 +33%
TFA
189
Teamwork Financial Advisors
Texas
$761K +$63.2K +1,712 +9%
SFA
190
Sequoia Financial Advisors
Ohio
$747K +$249K +6,753 +51%
MIA
191
MainStreet Investment Advisors
Illinois
$746K -$1.83M -49,471 -71%
PNC Financial Services Group
192
PNC Financial Services Group
Pennsylvania
$724K +$70.8K +1,919 +11%
PFA
193
Peak Financial Advisors
Colorado
$713K +$708K +19,177 New
NB
194
NBT Bank
New York
$704K -$33K -894 -5%
LFAS
195
Level Four Advisory Services
Texas
$695K -$130K -3,528 -16%
HCM
196
Hollencrest Capital Management
California
$690K
IWC
197
Integrated Wealth Concepts
Massachusetts
$675K +$16.9K +457 +3%
IHWM
198
Iron Horse Wealth Management
Iowa
$655K +$650K +17,606 New
FAIM
199
Financial Advocates Investment Management
Washington
$643K -$13K -352 -2%
AFAS
200
Acorn Financial Advisory Services
Virginia
$637K +$34.9K +946 +6%