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State Street SPDR Portfolio Long Term Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
101
Avior Wealth Management
Nebraska
$23K +$24.5K +786 New
CFD
102
Creative Financial Designs
Indiana
$21K -$674K -21,591 -97%
BWM
103
Baystate Wealth Management
Massachusetts
$21K +$21.2K +680 New
CAPTRUST Financial Advisors
104
CAPTRUST Financial Advisors
North Carolina
$17K
PFA
105
Professional Financial Advisors
Nebraska
$17K +$17.7K +566 New
WAP
106
Wealthcare Advisory Partners
Pennsylvania
$15K +$15K +481 New
MAM
107
Meeder Asset Management
Ohio
$3K
Rockefeller Capital Management
108
Rockefeller Capital Management
New York
$3K
TRCT
109
Tower Research Capital (TRC)
New York
$3K +$2.81K +90 New
WP
110
WealthShield Partners
North Carolina
$2K +$2.28K +73 New
TCWM
111
Total Clarity Wealth Management
Illinois
$2K +$2.34K +75 New
NFSG
112
Newbridge Financial Services Group
Florida
$1K
SW
113
SteelPeak Wealth
California
-$12.4M -375,489 Closed
APW
114
Austin Private Wealth
Texas
-$3.7M -111,894 Closed
MML Investors Services
115
MML Investors Services
Massachusetts
-$3.57M -107,723 Closed
SPAS
116
Spectrum Planning & Advisory Services
California
-$3.33M -100,546 Closed
OMC
117
Old Mission Capital
Illinois
-$1.9M -57,305 Closed
FCA
118
FLC Capital Advisors
California
-$1.72M -51,867 Closed
First Trust Advisors
119
First Trust Advisors
Illinois
-$1.58M -47,774 Closed
BAM
120
Belpointe Asset Management
Nevada
-$1.03M -31,070 Closed
FWP
121
Firethorn Wealth Partners
Georgia
-$699K -21,113 Closed
TCA
122
Transcend Capital Advisors
New Jersey
-$659K -19,912 Closed
LA
123
LexAurum Advisors
Kansas
-$658K -19,892 Closed
TFA
124
Teamwork Financial Advisors
Texas
-$594K -17,945 Closed
BTWM
125
Baker Tilly Wealth Management
Wisconsin
-$525K -15,859 Closed