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ALLW

State Street Bridgewater All Weather ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OWA
76
OakTrust Wealth Advisors
Connecticut
$598K +$117K +4,038 +24%
OBWG
77
Onyx Bridge Wealth Group
New York
$542K +$544K +18,802 New
BWM
78
BNB Wealth Management
Maryland
$509K +$511K +17,655 New
GSWM
79
Golden State Wealth Management
California
$462K +$149K +5,156 +47%
SWM
80
Silverlake Wealth Management
Vermont
$462K -$271K -9,372 -37%
IWA
81
Independent Wealth Advisors
North Carolina
$455K +$457K +15,774 New
PPWM
82
Paragon Private Wealth Management
Kentucky
$434K +$206K +7,118 +90%
FSBI
83
Fearless Solutions (Best Invest)
Texas
$417K +$419K +14,460 New
BA
84
Bluesphere Advisors
Pennsylvania
$404K +$406K +14,010 New
SEIA
85
Signature Estate & Investment Advisors
California
$395K +$396K +13,692 New
RAS
86
RPS Advisory Solutions
Kentucky
$388K -$941K -32,509 -71%
BPA
87
Beacon Pointe Advisors
California
$350K +$351K +12,116 New
Morgan Stanley
88
Morgan Stanley
New York
$289K +$287K +9,900 +9,900%
EWM
89
Elevatus Welath Management
New York
$264K
CAPTRUST Financial Advisors
90
CAPTRUST Financial Advisors
North Carolina
$258K +$259K +8,955 New
AQR Capital Management
91
AQR Capital Management
Connecticut
$252K +$253K +8,726 New
Raymond James Financial
92
Raymond James Financial
Florida
$247K +$248K +8,571 New
FIA
93
Foundations Investment Advisors
Arizona
$246K +$247K +8,526 New
MWM
94
Maridea Wealth Management
New York
$235K +$236K +8,147 New
RIA
95
Regal Investment Advisors
Michigan
$231K +$232K +8,005 New
GM
96
GeoWealth Management
Illinois
$224K -$145K -5,012 -39%
BIM
97
Breakwater Investment Management
Washington
$202K +$166K +5,729 +444%
AP
98
Aspect Partners
Virginia
$197K +$49.3K +1,704 +33%
JSAM
99
J. Safra Asset Management
New York
$195K +$5.62K +194 +3%
HIA
100
Harbor Investment Advisory
Maryland
$186K -$13.5K -465 -7%