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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFGIA
201
Patriot Financial Group Insurance Agency
Massachusetts
$163K +$136K +4,118 +507%
APSP
202
Asset Planning Services (Pennsylvania)
Pennsylvania
$157K +$560 +17 +0.4%
JP Morgan Chase
203
JP Morgan Chase
New York
$152K -$15.4K -468 -9%
William Blair & Company
204
William Blair & Company
Illinois
$150K -$88.5K -2,686 -38%
APA
205
American Portfolios Advisors
New York
$139K +$2.9K +88 +2%
SWM
206
SeaCrest Wealth Management
New York
$121K +$11.1K +337 +10%
IAS
207
INR Advisory Services
Pennsylvania
$117K +$71.2K +2,162 +156%
FWM
208
Focused Wealth Management
New York
$99K – – –
AWM
209
Avior Wealth Management
Nebraska
$98K +$12.4K +376 +14%
SFA
210
Semmax Financial Advisors
North Carolina
$95K +$95K +2,883 New
GWMIA
211
Global Wealth Management Investment Advisory
Florida
$93K +$92.7K +2,812 New
RFC
212
Regions Financial Corp
Alabama
$75K +$75K +2,275 New
CB
213
Community Bank
New York
$70K -$441K -13,374 -86%
Carson Wealth (CWM LLC)
214
Carson Wealth (CWM LLC)
Nebraska
$61K -$22K -669 -27%
Fifth Third Bancorp
215
Fifth Third Bancorp
Ohio
$58K +$32.9K +999 +131%
PCP
216
Proficio Capital Partners
Massachusetts
$48K – – –
DWM
217
Destination Wealth Management
California
$45K -$42.3K -1,283 -48%
LDFR
218
Lehman & Derafelo Financial Resources
Pennsylvania
$44K +$43.6K +1,322 New
Citigroup
219
Citigroup
New York
$41K +$132 +4 +0.3%
GSC
220
G&S Capital
Colorado
$41K +$41.3K +1,254 New
PGAM
221
Princeton Global Asset Management
New Jersey
$40K +$39.5K +1,200 New
MPWT
222
MassMutual Private Wealth & Trust
Connecticut
$39.6K -$2.7M -82,000 -99%
AIM
223
Anchor Investment Management
South Carolina
$37K – – –
AIC
224
Ameritas Investment Company
Nebraska
$37K +$36.5K +1,107 New
NFG
225
Next Financial Group
Texas
$34K +$33.7K +1,023 New