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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BS
201
Boenning & Scattergood
Pennsylvania
$523K +$231K +7,000 +78%
AFAS
202
Acorn Financial Advisory Services
Virginia
$509K -$131K -3,976 -20%
CST
203
Charles Schwab Trust
Nevada
$507K -$208K -6,301 -29%
FFG
204
Fullen Financial Group
Ohio
$507K -$11.4K -346 -2%
OWP
205
Obermeyer Wealth Partners
Colorado
$488K
CRI
206
Colonial River Investments
Virginia
$469K -$607K -18,366 -56%
WFS
207
Walker Financial Services
Kentucky
$464K +$470K +14,216 New
CFA
208
Compass Financial Advisors
Indiana
$463K -$7.24K -219 -2%
SOS
209
Silver Oak Securities
Tennessee
$445K +$167K +5,058 +60%
FTS
210
Fifth Third Securities
Ohio
$442K +$448K +13,542 New
BCI
211
Brinker Capital Investments
Pennsylvania
$441K +$447K +13,520 New
SWP
212
Stratos Wealth Partners
Ohio
$432K -$4.71M -142,336 -91%
SAM
213
Strategy Asset Managers
California
$432K -$307K -9,275 -41%
HWMA
214
Heritage Wealth Management (Arizona)
Arizona
$430K -$36.7K -1,111 -8%
CAM
215
Cresset Asset Management
Illinois
$428K
IHWM
216
Iron Horse Wealth Management
Iowa
$419K -$16.9K -510 -4%
SWA
217
Stratos Wealth Advisors
Ohio
$417K +$423K +12,794 New
AWAP
218
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$414K -$39.9K -1,206 -9%
CS
219
Credit Suisse
Switzerland
$402K
AWA
220
Acorn Wealth Advisors
Michigan
$398K +$42.9K +1,299 +12%
JP Morgan Chase
221
JP Morgan Chase
New York
$393K -$71.4M -2,160,000 -99%
CT
222
Cambridge Trust
Massachusetts
$392K +$225K +6,801 +131%
PFM
223
Phillips Financial Management
Indiana
$389K +$1.12K +34 +0.3%
MHB
224
Midwest Heritage Bank
Iowa
$372K -$56.9K -1,720 -13%
MCM
225
Mainstay Capital Management
Michigan
$367K +$198 +6 +0.1%