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State Street SPDR Portfolio Long Term Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
76
SHP Wealth Management
Massachusetts
$920K -$113K -4,987 -11%
AIA
77
Ally Invest Advisors
North Carolina
$903K +$23.4K +1,036 +3%
CW
78
CreativeOne Wealth
Kansas
$888K +$646K +28,566 +251%
GWM
79
Geneos Wealth Management
Colorado
$870K -$6.2K -274 -0.7%
SA
80
Strategic Advocates
Utah
$854K -$17.6M -779,932 -95%
GS
81
GWN Securities
Florida
$841K +$51.6K +2,281 +6%
Ameriprise
82
Ameriprise
Minnesota
$836K -$139K -6,162 -14%
MAM
83
Milestone Asset Management
Pennsylvania
$813K -$18K -795 -2%
KF
84
KKM Financial
Illinois
$771K
IA
85
Insight Advisors
Pennsylvania
$747K +$47.7K +2,110 +7%
NA
86
Novus Advisors
South Carolina
$730K +$503K +22,227 +209%
AWM
87
AE Wealth Management
Kansas
$709K +$495K +21,887 +219%
MFN
88
Midwest Financial Network
Illinois
$644K -$64K -2,831 -9%
KAS
89
Kestra Advisory Services
Texas
$622K +$408K +18,059 +182%
Susquehanna International Group
90
Susquehanna International Group
Pennsylvania
$610K +$621K +27,470 New
AO
91
Advisor OS
Illinois
$608K -$174K -7,697 -22%
RA
92
RFG Advisory
Alabama
$597K -$170K -7,517 -22%
XT
93
XTX Topco
Cayman Islands
$594K +$605K +26,729 New
LWPC
94
Legacy Wealth Partners (Colorado)
Colorado
$577K +$587K +25,964 New
RCM
95
RMR Capital Management
California
$533K
LFG
96
Lockerman Financial Group
California
$485K +$493K +21,817 New
IPWA
97
International Private Wealth Advisors
California
$459K +$467K +20,641 New
GFPC
98
Global Financial Private Client
Florida
$448K +$161K +7,097 +54%
BWP
99
Balboa Wealth Partners
Arizona
$428K +$435K +19,240 New
CWM
100
Collaborative Wealth Management
Florida
$424K -$1.96M -86,802 -82%