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State Street SPDR Portfolio Long Term Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWAM
126
Boyd Watterson Asset Management
Ohio
$14.7K +$15.3K +660 New
CAS
127
Coppell Advisory Solutions
Texas
$13.6K +$11.5K +496 +435%
IHWM
128
Iron Horse Wealth Management
Iowa
$12.2K – – –
CFD
129
Creative Financial Designs
Indiana
$10.9K +$2.31K +100 +26%
TAM
130
Tucker Asset Management
Colorado
$8.45K – – –
Qube Research & Technologies (QRT)
131
Qube Research & Technologies (QRT)
United Kingdom
$4.98K – – –
BWM
132
Bullock Wealth Management
Indiana
$4.2K – – –
William Blair & Company
133
William Blair & Company
Illinois
$3.87K – – –
RWPA
134
Richard W. Paul & Associates
Michigan
$3.42K – – –
TFA
135
Transamerica Financial Advisors
Florida
$2K -$859K -37,147 -100%
TRCT
136
Tower Research Capital (TRC)
New York
$1.98K – – –
OSAM
137
O'Shaughnessy Asset Management
Connecticut
$1.89K -$46 -2 -2%
Franklin Resources
138
Franklin Resources
California
$1.56K – – –
FFA
139
Frazier Financial Advisors
Ohio
$1.19K +$1.23K +53 New
IWM
140
IMG Wealth Management
Florida
$1.11K +$1.16K +50 New
VWWMG
141
Vermillion & White Wealth Management Group
Pennsylvania
$959 +$23 +1 +2%
DWM
142
Darwin Wealth Management
Florida
$400 – – –
PA
143
Pineridge Advisors
Missouri
$333 -$36.6K -1,583 -99%
CIAS
144
Capital Investment Advisory Services
North Carolina
$208 – – –
Barclays
145
Barclays
United Kingdom
$22 +$23 +1 New
FFA
146
Farther Finance Advisors
California
$20 – – –
Squarepoint
147
Squarepoint
New York
– -$5.02M -207,889 Closed
IAIM
148
International Assets Investment Management
Florida
– -$9.28M -176,365 Closed
Goldman Sachs
149
Goldman Sachs
New York
– -$3.59M -148,730 Closed
GLA
150
Good Life Advisors
Pennsylvania
– -$2.35M -97,268 Closed