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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
$654K -$52.3K -1,424 -7%
ACM
177
Anfield Capital Management
California
$649K +$259K +7,052 +65%
DWM
178
Dakota Wealth Management
Florida
$642K +$127K +3,474 +24%
Stifel Financial
179
Stifel Financial
Missouri
$628K -$131K -3,574 -17%
IHWM
180
Iron Horse Wealth Management
Iowa
$625K -$13.4K -364 -2%
IWC
181
Integrated Wealth Concepts
Massachusetts
$618K -$41K -1,116 -6%
TCBWMS
182
Texas Capital Bank Wealth Management Services
Texas
$616K +$37.3K +1,017 +6%
AFAS
183
Acorn Financial Advisory Services
Virginia
$606K -$14.8K -404 -2%
HCM
184
Hollencrest Capital Management
California
$576K -$98K -2,670 -14%
LFAS
185
Level Four Advisory Services
Texas
$572K -$107K -2,920 -16%
FFG
186
Fullen Financial Group
Ohio
$568K -$24.3K -661 -4%
CFG
187
Cooper Financial Group
California
$563K -$11.6M -317,022 -95%
FAIM
188
Financial Advocates Investment Management
Washington
$554K -$58.8K -1,603 -9%
AP
189
Advisor Partners
California
$545K +$17.4K +473 +3%
OWP
190
Obermeyer Wealth Partners
Colorado
$542K
Carson Wealth (CWM LLC)
191
Carson Wealth (CWM LLC)
Nebraska
$522K
GM
192
GeoWealth Management
Illinois
$510K -$459K -12,507 -47%
RCIM
193
Red Cedar Investment Management
Michigan
$509K +$20.3K +552 +4%
PFM
194
Phillips Financial Management
Indiana
$508K -$99K -2,699 -16%
IFWM
195
Institute for Wealth Management
Colorado
$506K -$10.3K -280 -2%
FTS
196
Fifth Third Securities
Ohio
$501K -$553K -15,063 -52%
RIM
197
Rockbridge Investment Management
New York
$495K -$1.5K -41 -0.3%
CAM
198
Cresset Asset Management
Illinois
$475K
UCFA
199
United Capital Financial Advisors
Texas
$474K -$339K -9,244 -41%
WWM
200
Western Wealth Management
Colorado
$452K +$3.16K +86 +0.7%