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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
201
Stifel Financial
Missouri
$511K -$124K -3,400 -20%
RIM
202
Rockbridge Investment Management
New York
$501K
EWA
203
EP Wealth Advisors
California
$501K +$499K +13,656 New
SC
204
Scotia Capital
Ontario, Canada
$493K +$35.7K +978 +8%
AP
205
Advisor Partners
California
$487K -$63.8K -1,748 -12%
IFWM
206
Institute for Wealth Management
Colorado
$481K -$30.6K -839 -6%
CAM
207
Cresset Asset Management
Illinois
$481K
VFM
208
Vivid Financial Management
California
$468K -$724K -19,822 -61%
PFM
209
Phillips Financial Management
Indiana
$463K -$51.6K -1,413 -10%
HGWM
210
Horst & Graben Wealth Management
Oregon
$462K -$576K -15,780 -56%
Fidelity Investments
211
Fidelity Investments
Massachusetts
$460K +$110K +3,021 +32%
JCM
212
Jacobi Capital Management
Pennsylvania
$449K +$42.9K +1,176 +11%
Financial Engines Advisors
213
Financial Engines Advisors
California
$444K +$7.04K +193 +2%
PMG
214
ProVise Management Group
Florida
$433K +$431K +11,794 New
CWA
215
Clearview Wealth Advisors
Oregon
$417K -$600K -16,440 -59%
1CM
216
1492 Capital Management
Wisconsin
$411K +$87.1K +2,386 +27%
RFA
217
Reilly Financial Advisors
California
$409K +$16.6K +454 +4%
BIA
218
BHK Investment Advisors
Alabama
$404K +$36.5K +1,000 +10%
MAFM
219
Mid Atlantic Financial Management
Pennsylvania
$402K +$73 +2 +0%
HIS
220
Harvest Investment Services
Illinois
$396K +$1.53K +42 +0.4%
AWA
221
Acorn Wealth Advisors
Michigan
$395K +$365 +10 +0.1%
CAAS
222
Capital Asset Advisory Services
Michigan
$394K +$475 +13 +0.1%
MWC
223
MBM Wealth Consultants
Missouri
$379K -$15.4K -422 -4%
IA
224
IFG Advisory
Georgia
$378K +$9.71K +266 +3%
CAN
225
Cetera Advisor Networks
California
$375K +$8.21K +225 +2%