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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$3.6B -$29.1K -878 -0.8%
Charles Schwab
2
Charles Schwab
California
$1.42B -$35.6M -1,074,571 -2%
LPL Financial
3
LPL Financial
California
$1.26B +$111M +3,353,932 +10%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$314M -$17.2M -518,441 -5%
Creative Planning
5
Creative Planning
Kansas
$224M -$3.41M -102,921 -1%
Morgan Stanley
6
Morgan Stanley
New York
$180M +$20.4M +616,000 +13%
DADC
7
D.A. Davidson & Co
Montana
$169M +$7.18M +216,822 +4%
JFG
8
Jefferies Financial Group
New York
$168M +$153M +4,630,273 +926%
AssetMark Inc
9
AssetMark Inc
California
$159M +$49.6M +1,498,890 +45%
D.E. Shaw & Co
10
D.E. Shaw & Co
New York
$139M +$51.1M +1,543,500 +57%
WMN
11
Wealth Management Nebraska
Nebraska
$136M +$138M +4,160,759 New
Wells Fargo
12
Wells Fargo
California
$133M -$32.3M -976,629 -19%
Point72 Asset Management
13
Point72 Asset Management
Connecticut
$133M +$3.31M +100,000 +3%
State Street
14
State Street
Massachusetts
$128M +$113M +3,425,082 +726%
CCWA
15
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$126M +$7.56M +228,359 +6%
CM
16
Castleark Management
Illinois
$123M +$124M +3,757,660 New
MWM
17
Mission Wealth Management
California
$111M +$8.3M +250,659 +8%
TLFA
18
True Link Financial Advisors
California
$105M +$29.5M +891,252 +39%
BCMO
19
Buckingham Capital Management (Ohio)
Ohio
$105M +$7.88M +238,037 +8%
HighTower Advisors
20
HighTower Advisors
Illinois
$94.5M +$5.88M +177,554 +7%
Ameriprise
21
Ameriprise
Minnesota
$90.9M +$57M +1,722,266 +163%
EB
22
Eastern Bank
Massachusetts
$62.9M -$2.83M -85,529 -4%
CAI
23
Capital Advisors Inc
Oklahoma
$59.5M -$3.38M -102,094 -5%
State of New Jersey Common Pension Fund D
24
State of New Jersey Common Pension Fund D
New Jersey
$54.2M -$24.8M -750,000 -31%
MWM
25
McMill Wealth Management
Nebraska
$50.5M +$51M +1,541,549 New