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State Street SPDR Portfolio Long Term Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CC
51
Copperleaf Capital
North Carolina
$698K +$714K +21,968 New
MA
52
Mutual Advisors
Nebraska
$685K +$158K +4,863 +29%
IA
53
IndexIQ Advisors
New York
$652K +$666K +20,495 +85,396%
Bank of New York Mellon
54
Bank of New York Mellon
New York
$645K +$393K +12,095 +148%
BAM
55
Belpointe Asset Management
Nevada
$632K +$92.2K +2,839 +17%
CAS
56
Cascadia Advisory Services
Oregon
$625K +$204K +6,277 +47%
SWA
57
Stratos Wealth Advisors
Ohio
$597K +$362K +11,148 +146%
CFD
58
Creative Financial Designs
Indiana
$581K +$565K +17,409 +2,027%
TFA
59
Teamwork Financial Advisors
Texas
$580K +$593K +18,252 New
LFG
60
LifePlan Financial Group
Ohio
$569K +$72.5K +2,231 +14%
TCA
61
Transcend Capital Advisors
New Jersey
$562K +$9.78K +301 +2%
US Bancorp
62
US Bancorp
Minnesota
$556K -$226K -6,948 -28%
SB
63
Strategic Blueprint
Georgia
$540K +$58.4K +1,798 +12%
HI
64
Horizon Investments
North Carolina
$532K +$265K +8,150 +95%
SFS
65
Sowell Financial Services
Arkansas
$513K -$45.4K -1,399 -8%
ASN
66
Advisory Services Network
Georgia
$408K +$44.7K +1,376 +12%
GWM
67
Geneos Wealth Management
Colorado
$407K +$12.3K +380 +3%
Baird Financial Group
68
Baird Financial Group
Wisconsin
$363K +$24.1K +741 +7%
Goldman Sachs
69
Goldman Sachs
New York
$356K +$119K +3,669 +49%
ACS
70
Archford Capital Strategies
Illinois
$351K +$47.1K +1,449 +15%
Truist Financial
71
Truist Financial
North Carolina
$342K +$350K +10,772 New
RFN
72
RDA Financial Network
Iowa
$340K -$552 -17 -0.2%
PAS
73
Park Avenue Securities
New York
$333K +$4.94K +152 +1%
NFG
74
Next Financial Group
Texas
$318K +$69.5K +2,141 +27%
ACM
75
AlphaStar Capital Management
North Carolina
$305K +$26.2K +808 +9%