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State Street SPDR Portfolio Aggregate Bond ETF
SPAB

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Syon Capital
51
Syon Capital
California
USD 30.4 M -USD 848 k -33,235 -3%
LEFP
52
Leading Edge Financial Planning
Tennessee
USD 30 M +USD 3.03 M +118,927 +11%
Cutler Investment Counsel
53
Cutler Investment Counsel
Oregon
USD 29.6 M +USD 1.07 M +41,906 +4%
Royal Bank of Canada
54
Royal Bank of Canada
Ontario, Canada
USD 29.6 M -USD 7.86 k -308 -0%
Janney Montgomery Scott
55
Janney Montgomery Scott
Pennsylvania
USD 27.2 M +USD 1.4 M +55,052 +5%
Rockefeller Capital Management
56
Rockefeller Capital Management
New York
USD 27.1 M +USD 828 k +32,460 +3%
Clear Creek Financial Management
57
Clear Creek Financial Management
Washington
USD 27 M +USD 2.8 M +109,687 +12%
Jones Financial Companies
58
Jones Financial Companies
Missouri
USD 26.9 M +USD 1.73 M +67,637 +7%
OneDigital Investment Advisors
59
OneDigital Investment Advisors
Kansas
USD 26.7 M +USD 1.11 M +43,382 +4%
Pinnacle Wealth Planning Services
60
Pinnacle Wealth Planning Services
Ohio
USD 26.6 M +USD 2.17 M +84,914 +9%
Cambridge Investment Research Advisors
61
Cambridge Investment Research Advisors
Iowa
USD 26 M +USD 2 M +78,554 +8%
Convergence Financial
62
Convergence Financial
Missouri
USD 25.5 M -USD 46.4 M -1,817,950 -65%
WealthPlan Investment Management
63
WealthPlan Investment Management
Nebraska
USD 25.3 M +USD 1.07 M +42,056 +4%
WFPG
64
Waller Financial Planning Group
Ohio
USD 24.5 M -USD 122 k -4,790 -0.5%
Advisory Alpha
65
Advisory Alpha
Michigan
USD 24.4 M +USD 538 k +21,096 +2%
MW
66
Mueller Wealth
Wisconsin
USD 24 M +USD 2.32 M +90,906 +11%
MML Investors Services
67
MML Investors Services
Massachusetts
USD 21.8 M +USD 1.78 M +69,779 +9%
Virtue Capital Management
68
Virtue Capital Management
Tennessee
USD 21.7 M -USD 9.7 M -378,374 -31%
AssetMark Inc
69
AssetMark Inc
California
USD 21.3 M -USD 14.2 M -556,459 -40%
Moneta Group Investment Advisors
70
Moneta Group Investment Advisors
Missouri
USD 21.2 M -USD 542 k -21,263 -3%
AQR Capital Management
71
AQR Capital Management
Connecticut
USD 21 M +USD 2.2 M +86,165 +12%
APC
72
Aspire Private Capital
North Carolina
USD 20.1 M -USD 3.57 M -140,025 -15%
IHT Wealth Management
73
IHT Wealth Management
Illinois
USD 19.1 M -USD 54.3 k -2,127 -0.3%
TS Financial Group (TSFG)
74
TS Financial Group (TSFG)
Illinois
USD 19 M +USD 8.31 M +325,826 +78%
WFS
75
Weitzel Financial Services
Iowa
USD 18.9 M +USD 813 k +31,888 +4%
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