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State Street Global Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Raymond James Financial
1
Raymond James Financial
Florida
$28M +$1.41M +28,452 +5%
MFIM
2
Mesirow Financial Investment Management
Illinois
$18.6M -$6.25M -125,885 -25%
MWM
3
Manske Wealth Management
Texas
$11.5M -$85.9K -1,731 -0.7%
FFA
4
First Foundation Advisors
California
$11.2M -$4.43M -89,346 -28%
BFA
5
Bright Financial Advisors
Michigan
$8.58M -$230K -4,637 -3%
4PL
6
46 Peaks LLC
Pennsylvania
$8.45M +$8.49M +170,957 New
PAYA
7
Phil A. Younker & Associates
Alaska
$8.38M -$1.03M -20,654 -11%
LPL Financial
8
LPL Financial
California
$7.66M -$581K -11,697 -7%
Morgan Stanley
9
Morgan Stanley
New York
$5.95M +$2.8M +56,317 +88%
Bank of America
10
Bank of America
North Carolina
$4.74M +$2.14M +43,197 +82%
Wells Fargo
11
Wells Fargo
California
$3.89M +$142K +2,859 +4%
TFG
12
Taylor Financial Group
Virginia
$3.72M -$2.78K -56 -0.1%
HW
13
Hancock Whitney
Mississippi
$2.4M
Osaic Holdings
14
Osaic Holdings
Arizona
$2.33M -$13K -261 -0.6%
RF
15
Robinswood Financial
Washington
$2.2M +$907K +18,276 +70%
NA
16
NewEdge Advisors
Louisiana
$1.1M
AAS
17
Ameritas Advisory Services
Nebraska
$1.08M -$242K -4,876 -18%
RPC
18
Rossmore Private Capital
Connecticut
$1.04M +$26.1K +526 +3%
IA
19
IFG Advisory
Georgia
$1.04M +$298 +6 +0%
GWM
20
Geneos Wealth Management
Colorado
$975K +$874K +17,610 +839%
PP
21
PDS Planning
Ohio
$868K -$10.9K -219 -1%
GSWM
22
Golden State Wealth Management
California
$839K -$75.5K -1,522 -8%
Creative Planning
23
Creative Planning
Kansas
$796K +$104K +2,097 +15%
KFI
24
Key Financial Inc
Pennsylvania
$770K +$698K +14,061 +926%
ONB
25
Old National Bancorp
Indiana
$685K +$20.3K +408 +3%