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State Street SPDR Portfolio Long Term Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
76
MinichMacGregor Wealth Management
New York
$607K +$594K +26,251 New
RCM
77
RMR Capital Management
California
$554K
Truist Financial
78
Truist Financial
North Carolina
$524K -$65.6K -2,900 -11%
Commonwealth Equity Services
79
Commonwealth Equity Services
Massachusetts
$524K +$13.1K +577 +3%
Cambridge Investment Research Advisors
80
Cambridge Investment Research Advisors
Iowa
$522K -$818K -36,135 -62%
P
81
&Partners
Tennessee
$501K -$181K -7,988 -27%
CCAL
82
City Center Advisors LLC
Michigan
$495K +$132K +5,854 +38%
RIG
83
RiverFront Investment Group
Virginia
$455K
LFAS
84
Level Four Advisory Services
Texas
$439K
IWM
85
IHT Wealth Management
Illinois
$429K +$9.91K +438 +2%
GC
86
Guidance Capital
Kentucky
$419K +$453 +20 +0.1%
BS
87
Banco Santander
Spain
$412K
TPWM
88
Twelve Points Wealth Management
Massachusetts
$370K -$32.5K -1,437 -8%
SPC
89
Sigma Planning Corp
Michigan
$368K +$360K +15,899 New
GEM
90
Global Endowment Management
North Carolina
$337K +$14.8K +652 +5%
HAG
91
HF Advisory Group
Maryland
$331K +$85.7K +3,788 +36%
AA
92
Advisory Alpha
Michigan
$300K -$7.33K -324 -2%
WPW
93
Waldron Private Wealth
Pennsylvania
$284K +$278K +12,300 New
AFP
94
Ausdal Financial Partners
Iowa
$282K +$276K +12,210 New
LWA
95
LifeGoal Wealth Advisors
New York
$272K +$1.79K +79 +0.7%
VA
96
Valmark Advisers
Ohio
$267K
VA
97
VestGen Advisors
Illinois
$263K +$25.3K +1,120 +11%
KAS
98
Kestra Advisory Services
Texas
$259K -$65.3K -2,886 -20%
CL
99
Choreo LLC
Illinois
$252K +$2.63K +116 +1%
Carson Wealth (CWM LLC)
100
Carson Wealth (CWM LLC)
Nebraska
$252K +$11.8K +523 +5%