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State Street SPDR Portfolio Mortgage Backed Bond ETF
SPMB

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
D.J. St. Germain
26
D.J. St. Germain
Massachusetts
USD 15.7 M +USD 437 k +19,597 +3%
T
27
Tidemark
California
USD 15.7 M +USD 2.7 M +120,946 +21%
Summit Financial
28
Summit Financial
New Jersey
USD 15.5 M +USD 510 k +22,860 +3%
Private Advisory Group
29
Private Advisory Group
Washington
USD 14.6 M +USD 1.54 M +69,124 +12%
LFPWM
30
Leicht Financial Planning & Wealth Management
New Jersey
USD 13.8 M -USD 6.64 M -297,667 -32%
Equitable Holdings
31
Equitable Holdings
New York
USD 13 M +USD 3.22 M +144,592 +33%
CF
32
Collier Financial
Colorado
USD 11 M -USD 2.98 M -133,709 -21%
Stokes Family Office
33
Stokes Family Office
Louisiana
USD 10.9 M -USD 2.56 M -114,674 -19%
Stratos Wealth Partners
34
Stratos Wealth Partners
Ohio
USD 10.5 M +USD 1.08 M +48,213 +11%
Vise Technologies
35
Vise Technologies
New York
USD 9.25 M +USD 6.29 M +281,982 +213%
Mariner
36
Mariner
Kansas
USD 8.79 M -USD 1.53 M -68,554 -15%
DA
37
Detalus Advisors
Missouri
USD 7.34 M +USD 1.1 M +49,209 +18%
LGW
38
Leslie Global Wealth
Illinois
USD 7.28 M +USD 7.28 M +326,291 Nuevas
Flagship Harbor Advisors
39
Flagship Harbor Advisors
Massachusetts
USD 7.25 M -USD 1.46 M -65,401 -17%
CWM
40
Chesapeake Wealth Management
Virginia
USD 7.1 M +USD 35.9 k +1,611 +0.5%
Cantor Fitzgerald Investment Advisors
41
Cantor Fitzgerald Investment Advisors
New York
USD 6.82 M +USD 31.5 k +1,413 +0.5%
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
USD 6.56 M -USD 262 k -11,732 -4%
TBF
43
True Blue Financial
Michigan
USD 6.45 M +USD 6.05 M +271,465 +1,525%
Waverly Advisors
44
Waverly Advisors
Alabama
USD 6.39 M +USD 1.69 M +75,583 +36%
Portside Wealth Group
45
Portside Wealth Group
Utah
USD 6.36 M +USD 389 k +17,433 +7%
TS Financial Group (TSFG)
46
TS Financial Group (TSFG)
Illinois
USD 6.06 M +USD 532 k +23,880 +10%
MCA
47
Midwest Capital Advisors
Michigan
USD 5.98 M +USD 1.28 M +57,274 +27%
AF
48
Abound Financial
California
USD 5.92 M -USD 29.8 k -1,336 -0.5%
Drucker Wealth 3.0
49
Drucker Wealth 3.0
New Jersey
USD 5.03 M +USD 459 k +20,594 +10%
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
USD 5.02 M +USD 461 k +20,652 +10%
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