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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
201
Avior Wealth Management
Nebraska
$154K +$52.2K +1,553 +52%
EFSCE
202
Enterprise Financial Services Corp (EFSC)
Missouri
$146K +$143K +4,262 New
IAS
203
INR Advisory Services
Pennsylvania
$143K +$21.1K +629 +18%
William Blair & Company
204
William Blair & Company
Illinois
$126K -$23.4K -698 -16%
LPWM
205
Lake Point Wealth Management
Texas
$105K -$2.31M -68,658 -96%
TFGT
206
TS Financial Group (TSFG)
Illinois
$101K +$99.5K +2,963 New
Deutsche Bank
207
Deutsche Bank
Germany
$83K -$164K -4,874 -67%
RFC
208
Regions Financial Corp
Alabama
$78K – – –
TWA
209
TCI Wealth Advisors
Arizona
$72K +$55.9K +1,664 +383%
Rockefeller Capital Management
210
Rockefeller Capital Management
New York
$60K +$32.5K +967 +122%
JP Morgan Chase
211
JP Morgan Chase
New York
$58K -$97.7K -2,908 -63%
TFA
212
Transamerica Financial Advisors
Florida
$53K -$1.29M -38,547 -96%
Fidelity Investments
213
Fidelity Investments
Massachusetts
$51K +$25.6K +762 +108%
PCP
214
Proficio Capital Partners
Massachusetts
$50K – – –
Fifth Third Bancorp
215
Fifth Third Bancorp
Ohio
$47K -$12.5K -371 -21%
SFA
216
Semmax Financial Advisors
North Carolina
$46K -$51.7K -1,539 -53%
LDFR
217
Lehman & Derafelo Financial Resources
Pennsylvania
$45K – – –
MAM
218
Marquette Asset Management
Minnesota
$45K +$44.2K +1,316 New
RWA
219
Ropes Wealth Advisors
Massachusetts
$44K +$43.1K +1,282 New
GSC
220
G&S Capital
Colorado
$43K – – –
Citigroup
221
Citigroup
New York
$42K +$34 +1 +0.1%
MPWT
222
MassMutual Private Wealth & Trust
Connecticut
$41K – – –
PGAM
223
Princeton Global Asset Management
New Jersey
$41K – – –
AIM
224
Anchor Investment Management
South Carolina
$38.3K – – –
LFG
225
LifePlan Financial Group
Ohio
$33K +$2.62K +78 +9%