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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IFWM
201
Institute for Wealth Management
Colorado
$417K -$62K -1,686 -13%
CWA
202
Clearview Wealth Advisors
Oregon
$406K -$8.64K -235 -2%
BIA
203
BHK Investment Advisors
Alabama
$402K
AWA
204
Acorn Wealth Advisors
Michigan
$398K +$5.33K +145 +1%
HIS
205
Harvest Investment Services
Illinois
$396K +$1.51K +41 +0.4%
RFA
206
Reilly Financial Advisors
California
$392K -$15.3K -417 -4%
1CM
207
1492 Capital Management
Wisconsin
$387K -$21.8K -592 -5%
MWC
208
MBM Wealth Consultants
Missouri
$387K +$10.3K +280 +3%
IA
209
IFG Advisory
Georgia
$384K +$8.42K +229 +2%
WT
210
Whittier Trust
California
$371K
RTL
211
Red Tortoise LLC
Georgia
$371K +$436K +11,855 New
CAN
212
Cetera Advisor Networks
California
$370K -$2.57K -70 -0.7%
IFG
213
Investors Financial Group
Minnesota
$370K +$8.09K +220 +2%
LNC
214
Lincoln National Corp
Pennsylvania
$352K +$5.63K +153 +2%
G
215
GenTrust
Florida
$352K +$354K +9,637 New
HGWM
216
Horst & Graben Wealth Management
Oregon
$349K -$111K -3,027 -24%
MHR
217
Matthew Hamilton Rosenberg
$340K +$305K +8,284 +815%
Stifel Financial
218
Stifel Financial
Missouri
$336K -$173K -4,719 -34%
SFA
219
Sequoia Financial Advisors
Ohio
$335K -$412K -11,205 -55%
BJL
220
Brighton Jones LLC
Washington
$331K -$1.29K -35 -0.4%
CIAS
221
Capital Investment Advisory Services
North Carolina
$330K -$294 -8 -0.1%
BS
222
Boenning & Scattergood
Pennsylvania
$329K -$772 -21 -0.2%
MCM
223
Maryland Capital Management
Maryland
$328K -$331 -9 -0.1%
OWA
224
Outlook Wealth Advisors
Texas
$311K +$846 +23 +0.3%
WI
225
WBI Investments
New Jersey
$304K -$22.5K -612 -7%