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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DI
176
DFPG Investments
Utah
$1.08M +$93.7K +2,585 +9%
CFGS
177
Concourse Financial Group Securities
Alabama
$1.07M +$8.99K +248 +0.8%
TFA
178
Tranquilli Financial Advisor
New Jersey
$1.03M +$1.03M +28,399 New
GFS
179
GYL Financial Synergies
Connecticut
$997K +$1,000K +27,582 New
RTL
180
Red Tortoise LLC
Georgia
$959K +$532K +14,672 +124%
FHA
181
Flagship Harbor Advisors
Massachusetts
$937K +$939K +25,919 New
CWM
182
Collaborative Wealth Management
Florida
$931K +$933K +25,751 New
HVIA
183
Hudson Valley Investment Advisors
New York
$920K +$7.79K +215 +0.9%
SWA
184
Stratos Wealth Advisors
Ohio
$902K -$367K -10,127 -29%
CST
185
Charles Schwab Trust
Nevada
$819K -$7.41M -204,464 -90%
SAM
186
Strategy Asset Managers
California
$814K -$2.9K -80 -0.4%
AFAS
187
Acorn Financial Advisory Services
Virginia
$797K -$12.3K -339 -2%
PNC Financial Services Group
188
PNC Financial Services Group
Pennsylvania
$752K +$54.2K +1,496 +8%
CAG
189
Crestwood Advisors Group
Massachusetts
$750K
BFA
190
Beaumont Financial Advisors
Massachusetts
$746K -$144K -3,978 -16%
SFA
191
Sequoia Financial Advisors
Ohio
$739K +$408K +11,267 +123%
APCM
192
Alaska Permanent Capital Management
Alaska
$737K +$12K +330 +2%
MPW
193
Melone Private Wealth
Michigan
$737K +$739K +20,386 New
WWM
194
Western Wealth Management
Colorado
$724K +$723K +19,940 New
HI
195
Harbour Investments
Wisconsin
$714K -$281K -7,755 -28%
NB
196
NBT Bank
New York
$709K
RIM
197
Rockbridge Investment Management
New York
$684K +$196K +5,414 +40%
Bank of Montreal
198
Bank of Montreal
Ontario, Canada
$672K +$539K +14,883 +402%
VVP
199
Venture Visionary Partners
Ohio
$659K
G
200
GenTrust
Florida
$659K +$324K +8,928 +93%