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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SMG
201
Smart Money Group
Texas
$448K +$437K +12,287 New
Franklin Resources
202
Franklin Resources
California
$437K -$44.8K -1,260 -10%
NL
203
NWAM LLC
Washington
$433K +$421K +11,849 New
RFA
204
Reilly Financial Advisors
California
$430K -$34.4K -968 -8%
TFS
205
TrustCore Financial Services
Tennessee
$414K -$12.6K -353 -3%
SFA
206
Sequoia Financial Advisors
Ohio
$413K -$83.5K -2,348 -17%
TFA
207
Transamerica Financial Advisors
Florida
$411K +$399K +11,229 +140,363%
Creative Planning
208
Creative Planning
Kansas
$406K -$59.3K -1,668 -13%
CAG
209
Csenge Advisory Group
Florida
$401K +$164K +4,619 +73%
CL
210
CPWM LLC
Washington
$393K -$2.21K -62 -0.6%
HIS
211
Harvest Investment Services
Illinois
$387K +$2.42K +68 +0.6%
BRC
212
Bell Rock Capital
Delaware
$385K -$60K -1,687 -14%
BIA
213
BHK Investment Advisors
Alabama
$384K
UCFA
214
United Capital Financial Advisors
Texas
$372K -$129K -3,619 -26%
WT
215
Whittier Trust
California
$372K +$119K +3,350 +49%
JSL
216
JT Stratford LLC
Georgia
$371K -$883K -24,826 -71%
AP
217
Advisor Partners
California
$366K +$54.9K +1,544 +18%
SWP
218
Summit Wealth Partners
Florida
$361K +$352K +9,891 New
IA
219
IFP Advisors
Florida
$361K +$32.1K +902 +10%
EK
220
Evensky & Katz
Florida
$359K +$30K +843 +9%
OWA
221
Outlook Wealth Advisors
Texas
$353K -$22.7K -639 -6%
MIS
222
Morningstar Investment Services
Illinois
$347K -$24M -674,479 -99%
DWM
223
Dakota Wealth Management
Florida
$341K +$22.7K +637 +7%
BS
224
Boenning & Scattergood
Pennsylvania
$340K +$331K +9,317 New
CIAS
225
Capital Investment Advisory Services
North Carolina
$337K -$78.8K -2,215 -19%