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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
176
Collaborative Wealth Management
Florida
$803K +$814K +24,612 New
CB
177
Community Bank
New York
$781K +$784K +23,715 +10,540%
FFG
178
Ford Financial Group
California
$763K +$463K +14,013 +149%
F4L
179
Fortune 45 LLC
Louisiana
$753K -$1.32M -39,791 -63%
C1AG
180
Client 1st Advisory Group
Florida
$722K -$474K -14,351 -39%
GWSG
181
GPS Wealth Strategies Group
Colorado
$709K +$718K +21,725 +1,086,250%
SFA
182
Sequoia Financial Advisors
Ohio
$701K -$19.7K -595 -3%
FWM
183
Focused Wealth Management
New York
$670K -$39.4M -1,190,204 -98%
CAG
184
Crestwood Advisors Group
Massachusetts
$661K -$15.5K -470 -2%
TW
185
Towerpoint Wealth
California
$658K +$666K +20,155 New
NB
186
NBT Bank
New York
$640K
HI
187
Harbour Investments
Wisconsin
$634K +$642K +19,429 New
TCBWMS
188
Texas Capital Bank Wealth Management Services
Texas
$629K +$59.3K +1,794 +10%
WCM
189
Windsor Capital Management
Arizona
$628K -$7.58M -229,259 -92%
VVP
190
Venture Visionary Partners
Ohio
$596K
Truist Financial
191
Truist Financial
North Carolina
$589K -$184K -5,558 -24%
IA
192
IFG Advisory
Georgia
$584K -$56.4K -1,707 -9%
MPW
193
Melone Private Wealth
Michigan
$561K -$2.78K -84 -0.5%
CFMC
194
Curbstone Financial Management Corp
New Hampshire
$555K -$830K -25,100 -60%
CAN
195
Cetera Advisor Networks
California
$546K +$256K +7,729 +86%
WAS
196
Winch Advisory Services
Wisconsin
$541K -$698K -21,113 -56%
IP
197
Ignite Planners
California
$539K +$546K +16,502 New
CFP
198
Cypress Financial Planning
New Jersey
$538K +$545K +16,474 New
MFG
199
Merit Financial Group
Georgia
$536K +$543K +16,422 New
AP
200
Advisor Partners
California
$532K -$18.8K -569 -3%