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State Street SPDR Portfolio Long Term Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GWM
51
Geneos Wealth Management
Colorado
$332K +$5.7K +256 +2%
KAS
52
Kestra Advisory Services
Texas
$284K +$6.37K +286 +2%
CIAS
53
CFS Investment Advisory Services
New Jersey
$267K -$4.82M -216,455 -95%
JPLA
54
Joseph P. Lucia & Associates
New York
$259K -$12.2K -547 -5%
QPWM
55
Quadrant Private Wealth Management
Pennsylvania
$242K +$240K +10,758 New
HAG
56
HF Advisory Group
Maryland
$240K +$238K +10,671 New
C1AG
57
Client 1st Advisory Group
Florida
$239K -$406K -18,238 -63%
Legacy Financial Group (Iowa)
58
Legacy Financial Group (Iowa)
Iowa
$233K -$10.9K -490 -5%
CCM
59
Crew Capital Management
Ohio
$204K -$27.8K -1,250 -12%
KFS
60
Kaizen Financial Strategies
California
$202K +$187K +8,395 New
EWA
61
EP Wealth Advisors
California
$198K +$196K +8,809 New
AIC
62
Archer Investment Corporation
Indiana
$155K
AAM
63
Advisors Asset Management
Colorado
$144K -$66.8K -2,999 -32%
PTC
64
Private Trust Company
Ohio
$93K
Royal Bank of Canada
65
Royal Bank of Canada
Ontario, Canada
$89K -$377K -16,921 -81%
Bank of Montreal
66
Bank of Montreal
Ontario, Canada
$78K +$77K +3,456 New
HWMA
67
Heritage Wealth Management (Arizona)
Arizona
$73.1K +$30.6K +1,372 +73%
NEAM
68
New England Asset Management
Connecticut
$67.3K
SIS
69
Sound Income Strategies
Florida
$63.3K -$1.45K -65 -2%
IHWM
70
Iron Horse Wealth Management
Iowa
$50K +$42.8K +1,922 +643%
CP
71
Castleview Partners
Texas
$46.7K +$2.69K +121 +6%
BAM
72
Belpointe Asset Management
Nevada
$39.4K +$39.1K +1,757 New
ASN
73
Advisory Services Network
Georgia
$26.1K +$25.9K +1,162 New
TAM
74
Tucker Asset Management
Colorado
$22.9K
MCC
75
Money Concepts Capital
Florida
$22.9K +$22.7K +1,020 New