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State Street SPDR Portfolio Long Term Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SA
76
Strategic Advocates
Utah
$832K -$29.4K -1,317 -3%
Ameriprise
77
Ameriprise
Minnesota
$762K -$82.1K -3,678 -10%
AWM
78
AE Wealth Management
Kansas
$740K +$25.7K +1,150 +4%
CFD
79
Creative Financial Designs
Indiana
$724K +$333K +14,931 +86%
NA
80
Novus Advisors
South Carolina
$711K -$24.6K -1,102 -3%
SWM
81
SHP Wealth Management
Massachusetts
$700K -$227K -10,154 -25%
IA
82
Insight Advisors
Pennsylvania
$689K -$63.7K -2,853 -8%
LWPC
83
Legacy Wealth Partners (Colorado)
Colorado
$672K +$90.3K +4,049 +16%
SHJ
84
Sharkey, Howes & Javer
Colorado
$660K -$803K -35,971 -55%
LFG
85
Lockerman Financial Group
California
$600K +$111K +4,964 +23%
AO
86
Advisor OS
Illinois
$576K -$37.2K -1,666 -6%
RCM
87
RMR Capital Management
California
$537K
AWM
88
Axxcess Wealth Management
California
$514K +$512K +22,949 New
CW
89
CreativeOne Wealth
Kansas
$500K -$394K -17,645 -44%
BAM
90
Belpointe Asset Management
Nevada
$489K +$178K +7,965 +57%
IWM
91
IHT Wealth Management
Illinois
$453K +$29K +1,298 +7%
GFPC
92
Global Financial Private Client
Florida
$434K -$16.7K -750 -4%
IPWA
93
International Private Wealth Advisors
California
$431K -$31.6K -1,417 -7%
LFAS
94
Level Four Advisory Services
Texas
$411K
KAS
95
Kestra Advisory Services
Texas
$395K -$231K -10,367 -37%
P
96
&Partners
Tennessee
$366K -$39K -1,749 -10%
E
97
Entelevest
Florida
$366K -$32.4K -1,450 -8%
HAG
98
HF Advisory Group
Maryland
$345K +$21.9K +982 +7%
TPWM
99
Twelve Points Wealth Management
Massachusetts
$342K -$13.2K -591 -4%
RIG
100
RiverFront Investment Group
Virginia
$339K