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State Street SPDR Portfolio Long Term Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RFS
101
Richardson Financial Services
Massachusetts
$453K +$450K +20,067 New
WP
102
WealthShield Partners
North Carolina
$449K +$219K +9,760 +96%
TPWM
103
Twelve Points Wealth Management
Massachusetts
$447K -$768K -34,217 -63%
LFAS
104
Level Four Advisory Services
Texas
$444K -$24.9K -1,110 -5%
AG
105
Ascent Group
Virginia
$439K +$437K +19,472 New
IPWA
106
International Private Wealth Advisors
California
$430K +$428K +19,071 New
BS
107
Banco Santander
Spain
$402K
AI
108
Atria Investments
North Carolina
$349K +$115K +5,106 +49%
GM
109
GeoWealth Management
Illinois
$332K +$331K +14,724 New
LWA
110
LifeGoal Wealth Advisors
New York
$329K +$327K +14,588 New
SFC
111
Strategic Financial Concepts
Texas
$320K +$33.2K +1,481 +12%
IWM
112
Iams Wealth Management
Nebraska
$318K +$316K +14,092 New
GS
113
GTS Securities
Florida
$318K +$316K +14,078 New
CCAL
114
City Center Advisors LLC
Michigan
$317K +$44.5K +1,984 +16%
GEM
115
Global Endowment Management
North Carolina
$295K +$8.85K +394 +3%
ACM
116
Absolute Capital Management
Pennsylvania
$289K +$288K +12,808 New
HAS
117
HBW Advisory Services
California
$285K +$12.7K +565 +5%
AA
118
Advisory Alpha
Michigan
$282K -$318K -14,145 -53%
VA
119
Valmark Advisers
Ohio
$271K
GJIA
120
Glass Jacobson Investment Advisors
Maryland
$258K
Carson Wealth (CWM LLC)
121
Carson Wealth (CWM LLC)
Nebraska
$254K +$9.05K +403 +4%
TC
122
TownSquare Capital
Utah
$232K +$231K +10,282 New
HAG
123
HF Advisory Group
Maryland
$232K -$6.62K -295 -3%
Mariner
124
Mariner
Kansas
$231K +$230K +10,249 New
CA
125
CoreCap Advisors
Michigan
$228K -$42.9K -1,911 -16%