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icono de ULST

State Street Ultra Short Term Bond ETF
ULST

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
LPL Financial
1
LPL Financial
California
USD 56 M +USD 3.69 M +91,332 +7%
Morgan Stanley
2
Morgan Stanley
New York
USD 31 M +USD 3 M +74,220 +11%
BIP Wealth
3
BIP Wealth
Georgia
USD 26.9 M +USD 3.11 M +76,924 +13%
Avestar Capital
4
Avestar Capital
New York
USD 25.4 M +USD 1.56 M +38,718 +7%
PWM
5
PTM Wealth Management
United States
USD 20.8 M +USD 1.77 M +43,742 +9%
AQR Capital Management
6
AQR Capital Management
Connecticut
USD 14.5 M -USD 4.11 M -101,644 -22%
Raymond James Financial
7
Raymond James Financial
Florida
USD 11 M -USD 175 k -4,339 -2%
Bank of America
8
Bank of America
North Carolina
USD 11 M -USD 210 k -5,195 -2%
Stablepoint Partners
9
Stablepoint Partners
Massachusetts
USD 8.93 M +USD 206 k +5,106 +2%
OWA
10
ORBA Wealth Advisors
Illinois
USD 6.39 M +USD 1.42 M +35,169 +29%
NFG
11
Norris Financial Group
South Carolina
USD 4.98 M +USD 680 k +16,823 +16%
Wealth Enhancement Advisory Services
12
Wealth Enhancement Advisory Services
Minnesota
USD 4.83 M -USD 65.3 k -1,617 -1%
DK
13
David Kennon
Florida
USD 4.29 M -USD 59.9 k -1,483 -1%
KDA
14
Kraft Davis & Associates
Missouri
USD 4.23 M +USD 4.24 M +104,871 Nuevas
WWM
15
WT Wealth Management
Arizona
USD 3.21 M +USD 314 k +7,782 +11%
UBS Group
16
UBS Group
Switzerland
USD 2.99 M -USD 580 k -14,351 -16%
Verus Capital Partners
17
Verus Capital Partners
Arizona
USD 2.92 M +USD 400 k +9,900 +16%
BFS
18
BridgePort Financial Solutions
Iowa
USD 2.78 M -USD 303 k -7,500 -10%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
USD 2.4 M -USD 47.4 k -1,173 -2%
Focus Partners Wealth
20
Focus Partners Wealth
Massachusetts
USD 2.29 M +USD 2.21 M +54,602 +2,738%
CWMS
21
Cannon Wealth Management Services
North Carolina
USD 2.17 M +USD 159 k +3,937 +8%
EWM
22
Elmwood Wealth Management
California
USD 2.02 M +USD 76.1 k +1,883 +4%
Osaic Holdings
23
Osaic Holdings
Arizona
USD 1.96 M -USD 134 k -3,328 -6%
BWMG
24
Barnes Wealth Management Group
California
USD 1.93 M -USD 86.8 k -2,149 -4%
GVCM
25
Global View Capital Management
Wisconsin
USD 1.86 M +USD 46.1 k +1,142 +3%
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