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State Street SPDR Portfolio Long Term Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
51
CFS Investment Advisory Services
New Jersey
$373K +$90.2K +3,861 +32%
GWM
52
Geneos Wealth Management
Colorado
$369K +$19.5K +833 +6%
PWM
53
Peterson Wealth Management
Nevada
$353K +$2.31K +99 +0.7%
CFGS
54
Concourse Financial Group Securities
Alabama
$336K -$23.4K -1,003 -7%
KAS
55
Kestra Advisory Services
Texas
$332K +$33.7K +1,443 +11%
HAG
56
HF Advisory Group
Maryland
$230K -$21.6K -924 -9%
C1AG
57
Client 1st Advisory Group
Florida
$223K -$28.9K -1,238 -12%
JPLA
58
Joseph P. Lucia & Associates
New York
$221K -$51.6K -2,207 -19%
EWA
59
EP Wealth Advisors
California
$209K -$103K -4,390 -50%
VA
60
Valmark Advisers
Ohio
$207K +$204K +8,749 New
AIC
61
Archer Investment Corporation
Indiana
$163K – – –
AAM
62
Advisors Asset Management
Colorado
$86.2K -$64.5K -2,760 -43%
SS
63
Sunbelt Securities
Texas
$72.1K +$72.3K +3,093 New
NEAM
64
New England Asset Management
Connecticut
$70.9K – – –
SIS
65
Sound Income Strategies
Florida
$65K -$1.61K -69 -2%
National Bank of Canada
66
National Bank of Canada
Quebec, Canada
$60.8K +$48.7K +2,082 +421%
IHWM
67
Iron Horse Wealth Management
Iowa
$51.8K -$654 -28 -1%
CP
68
Castleview Partners
Texas
$48K -$1.1K -47 -2%
BAM
69
Belpointe Asset Management
Nevada
$37.8K -$3.62K -155 -9%
ASN
70
Advisory Services Network
Georgia
$29.9K +$2.43K +104 +9%
TAM
71
Tucker Asset Management
Colorado
$23.9K – – –
CFD
72
Creative Financial Designs
Indiana
$19.1K – – –
WWP
73
WR Wealth Planners
Missouri
$14.9K – – –
MBFW
74
Morton Brown Family Wealth
Pennsylvania
$13.2K +$13.1K +559 New
HGERS
75
Householder Group Estate & Retirement Specialist
Arizona
$11K +$10.5K +450 New