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State Street Income Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
1
Manske Wealth Management
Texas
$2.99M +$287K +8,618 +11%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$2.3M +$462K +13,899 +25%
LPL Financial
3
LPL Financial
California
$2.11M +$616K +18,523 +41%
Truist Financial
4
Truist Financial
North Carolina
$1.89M +$58.2K +1,750 +3%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$1.44M -$784K -23,572 -35%
Wells Fargo
6
Wells Fargo
California
$1.33M +$577K +17,362 +76%
RPC
7
Rossmore Private Capital
Connecticut
$891K -$4.32K -130 -0.5%
Raymond James Financial
8
Raymond James Financial
Florida
$717K -$6.88K -207 -0.9%
Morgan Stanley
9
Morgan Stanley
New York
$531K -$79.9K -2,403 -13%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$529K +$63.9K +1,922 +14%
AAS
11
Ameritas Advisory Services
Nebraska
$435K +$409K +12,299 +1,406%
CNBOF
12
City National Bank of Florida
Florida
$401K
RL
13
Retireful LLC
Michigan
$382K +$384K +11,537 New
ACM
14
AlphaStar Capital Management
North Carolina
$358K
IWM
15
IHT Wealth Management
Illinois
$223K +$9.34K +281 +4%
JPLA
16
Joseph P. Lucia & Associates
New York
$201K -$7.48K -225 -4%
Osaic Holdings
17
Osaic Holdings
Arizona
$106K +$233 +7 +0.2%
Jones Financial Companies
18
Jones Financial Companies
Missouri
$71.7K
SS
19
SBI Securities
Japan
$21.6K +$333 +10 +2%
CI
20
CX Institutional
Indiana
$20K -$67 -2 -0.3%
KFAS
21
Keating Financial Advisory Services
Kansas
$990 +$998 +30 New
ECA
22
Elevation Capital Advisory
Oregon
-$5.47M -165,260 Closed
SW
23
Simplicity Wealth
New Jersey
-$402K -12,146 Closed
Citadel Advisors
24
Citadel Advisors
Florida
-$295K -8,901 Closed
FFWM
25
Future Financial Wealth Management
Ohio
-$21K -635 Closed