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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GWM
201
Geneos Wealth Management
Colorado
$555K +$18K +490 +3%
OWP
202
Obermeyer Wealth Partners
Colorado
$550K – – –
Carson Wealth (CWM LLC)
203
Carson Wealth (CWM LLC)
Nebraska
$522K – – –
UCFA
204
United Capital Financial Advisors
Texas
$520K +$146K +3,953 +39%
HF
205
HRT Financial
New York
$519K +$520K +14,134 New
CAAS
206
Capital Asset Advisory Services
Michigan
$517K -$7.77K -211 -1%
HighTower Advisors
207
HighTower Advisors
Illinois
$516K -$9.98K -271 -2%
WP
208
WealthPLAN Partners
Nebraska
$510K -$34.3K -933 -6%
BPA
209
Beacon Pointe Advisors
California
$506K +$507K +13,772 New
AP
210
Advisor Partners
California
$495K +$126K +3,418 +34%
SFA
211
Sequoia Financial Advisors
Ohio
$490K +$74.5K +2,023 +18%
LNC
212
Lincoln National Corp
Pennsylvania
$484K -$311K -8,455 -39%
CAM
213
Cresset Asset Management
Illinois
$482K +$482K +13,103 New
SAM
214
SignalPoint Asset Management
Missouri
$478K +$478K +12,995 New
Financial Engines Advisors
215
Financial Engines Advisors
California
$469K -$90.2K -2,449 -16%
SCM
216
Smith Capital Management
Arkansas
$468K -$106K -2,884 -18%
GM
217
GeoWealth Management
Illinois
$443K +$210K +5,699 +91%
IA
218
IFP Advisors
Florida
$435K +$72.9K +1,980 +20%
JSL
219
JT Stratford LLC
Georgia
$433K +$60K +1,631 +16%
Franklin Resources
220
Franklin Resources
California
$416K -$18.9K -513 -4%
TFS
221
TrustCore Financial Services
Tennessee
$416K -$184 -5 -0%
OAP
222
One Advisory Partners
Kansas
$397K -$233K -6,339 -37%
HIS
223
Harvest Investment Services
Illinois
$392K +$2.06K +56 +0.5%
WT
224
Whittier Trust
California
$374K – – –
CAN
225
Cetera Advisor Networks
California
$372K +$127K +3,453 +52%