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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFGS
176
Concourse Financial Group Securities
Alabama
$789K -$231K -6,586 -22%
SAM
177
Strategy Asset Managers
California
$769K +$175 +5 +0%
SFA
178
Sequoia Financial Advisors
Ohio
$754K +$57.3K +1,637 +8%
CST
179
Charles Schwab Trust
Nevada
$746K -$28.1K -803 -4%
LMGAM
180
Liberty Mutual Group Asset Management
Massachusetts
$741K +$760K +21,710 New
CAG
181
Crestwood Advisors Group
Massachusetts
$709K +$875 +25 +0.1%
PNC Financial Services Group
182
PNC Financial Services Group
Pennsylvania
$705K -$5.25K -150 -0.7%
NB
183
NBT Bank
New York
$670K
IA
184
IFG Advisory
Georgia
$669K +$317K +9,055 +86%
AFAS
185
Acorn Financial Advisory Services
Virginia
$668K -$87.2K -2,492 -11%
Stifel Financial
186
Stifel Financial
Missouri
$648K +$151K +4,303 +29%
RT
187
Rockland Trust
Massachusetts
$646K +$662K +18,906 New
TPWM
188
Twelve Points Wealth Management
Massachusetts
$637K +$324K +9,248 +98%
VVP
189
Venture Visionary Partners
Ohio
$623K
TCBWMS
190
Texas Capital Bank Wealth Management Services
Texas
$597K +$9.73K +278 +2%
AP
191
Advisor Partners
California
$577K +$33.9K +968 +6%
MPW
192
Melone Private Wealth
Michigan
$574K -$109K -3,106 -15%
RCIM
193
Red Cedar Investment Management
Michigan
$573K
FPCG
194
Forum Private Client Group
Indiana
$571K +$586K +16,729 New
FFG
195
Fullen Financial Group
Ohio
$543K +$1.36K +39 +0.2%
BPA
196
Beacon Pointe Advisors
California
$515K +$528K +15,084 New
OWP
197
Obermeyer Wealth Partners
Colorado
$511K
HCM
198
Hollencrest Capital Management
California
$510K
CFA
199
Compass Financial Advisors
Indiana
$492K -$67.1K -1,917 -12%
HWMA
200
Heritage Wealth Management (Arizona)
Arizona
$488K +$500K +14,287 New