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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
APCM
176
Alaska Permanent Capital Management
Alaska
$718K +$40.7K +1,116 +6%
DI
177
DFPG Investments
Utah
$700K +$697K +19,082 New
SS
178
Simplicity Solutions
Minnesota
$697K -$915K -25,061 -57%
MCM
179
Mainstay Capital Management
Michigan
$695K -$63.1K -1,728 -8%
IWM
180
IHT Wealth Management
Illinois
$680K -$189K -5,177 -22%
VVP
181
Venture Visionary Partners
Ohio
$676K -$36.5K -1,001 -5%
TCBWMS
182
Texas Capital Bank Wealth Management Services
Texas
$631K +$7.16K +196 +1%
AFAS
183
Acorn Financial Advisory Services
Virginia
$624K +$10.6K +290 +2%
WWM
184
Western Wealth Management
Colorado
$619K +$160K +4,395 +35%
PNC Financial Services Group
185
PNC Financial Services Group
Pennsylvania
$616K -$45.3K -1,241 -7%
IHWM
186
Iron Horse Wealth Management
Iowa
$607K -$25.4K -695 -4%
LFAS
187
Level Four Advisory Services
Texas
$603K +$24.5K +670 +4%
CAG
188
Csenge Advisory Group
Florida
$589K +$588K +16,095 New
ATPW
189
Ashton Thomas Private Wealth
Arizona
$582K -$138K -3,784 -19%
FFG
190
Fullen Financial Group
Ohio
$577K +$2.23K +61 +0.4%
Creative Planning
191
Creative Planning
Kansas
$557K +$171K +4,696 +45%
OWP
192
Obermeyer Wealth Partners
Colorado
$549K – – –
HCM
193
Hollencrest Capital Management
California
$548K -$35K -960 -6%
CS
194
Credit Suisse
Switzerland
$534K +$531K +14,541 New
CF
195
Centaurus Financial
California
$530K +$110K +3,026 +27%
Carson Wealth (CWM LLC)
196
Carson Wealth (CWM LLC)
Nebraska
$522K – – –
UCFA
197
United Capital Financial Advisors
Texas
$521K +$40.3K +1,105 +8%
IWC
198
Integrated Wealth Concepts
Massachusetts
$519K -$106K -2,897 -17%
RCIM
199
Red Cedar Investment Management
Michigan
$516K – – –
Stifel Financial
200
Stifel Financial
Missouri
$511K -$124K -3,400 -20%