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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
201
Marion Wealth Management
Pennsylvania
$642K +$644K +17,754 New
IP
202
Ignite Planners
California
$639K +$651K +17,952 New
TCBWMS
203
Texas Capital Bank Wealth Management Services
Texas
$622K -$2.83K -78 -0.5%
MHB
204
Midwest Heritage Bank
Iowa
$608K +$610K +16,823 New
RCIM
205
Red Cedar Investment Management
Michigan
$606K
CFA
206
Compass Financial Advisors
Indiana
$590K +$591K +16,311 New
CAG
207
Csenge Advisory Group
Florida
$589K +$353K +9,749 +154%
AP
208
Advisor Partners
California
$576K +$94.4K +2,605 +20%
IWC
209
Integrated Wealth Concepts
Massachusetts
$573K -$68.6K -1,893 -11%
FFG
210
Fullen Financial Group
Ohio
$573K +$1.34K +37 +0.2%
EFSCE
211
Enterprise Financial Services Corp (EFSC)
Missouri
$565K -$17.8M -490,679 -97%
MA
212
Mutual Advisors
Nebraska
$564K -$111K -3,070 -16%
OWP
213
Obermeyer Wealth Partners
Colorado
$541K +$542K +14,960 New
HCM
214
Hollencrest Capital Management
California
$540K
AG
215
Ascent Group
Virginia
$537K +$546K +15,076 New
Stifel Financial
216
Stifel Financial
Missouri
$530K +$198K +5,463 +59%
CS
217
Credit Suisse
Switzerland
$526K
BCA
218
Biltmore Capital Advisors
New Jersey
$525K +$526K +14,524 New
Fidelity Investments
219
Fidelity Investments
Massachusetts
$513K -$1.12K -31 -0.2%
ACK
220
Andrew C. Karlinski
$513K +$515K +14,199 New
JCM
221
Jacobi Capital Management
Pennsylvania
$502K +$616 +17 +0.1%
T
222
TNF
Montana
$499K
IHWM
223
Iron Horse Wealth Management
Iowa
$490K -$22.9K -631 -4%
CF
224
Centaurus Financial
California
$475K -$42.3K -1,166 -8%
CAM
225
Cresset Asset Management
Illinois
$474K