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State Street SPDR Portfolio Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$646M +$15.6M +613,429 +2%
State Street
2
State Street
Massachusetts
$371M -$31.8M -1,244,655 -8%
Cerity Partners
3
Cerity Partners
New York
$368M +$43.4M +1,702,878 +13%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$252M +$1.72M +67,300 +0.7%
CCWA
5
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$250M +$11.7M +457,858 +5%
ETC
6
Exchange Traded Concepts
Oklahoma
$248M +$65.5M +2,566,911 +36%
RIG
7
RiverFront Investment Group
Virginia
$199M +$584K +22,881 +0.3%
Bank of America
8
Bank of America
North Carolina
$182M +$32.8M +1,287,504 +22%
TI
9
Tidal Investments
Wisconsin
$143M -$9.13M -358,082 -6%
HI
10
Horizon Investments
North Carolina
$132M +$65.3M +2,559,763 +36%
Osaic Holdings
11
Osaic Holdings
Arizona
$116M +$5.36M +210,102 +5%
TFA
12
Tobias Financial Advisors
Florida
$113M +$6.36M +249,337 +6%
BAAM
13
Baker Avenue Asset Management
California
$90M +$3.63M +142,152 +4%
WAP
14
Wealthcare Advisory Partners
Pennsylvania
$81.8M +$4.87M +190,995 +6%
Raymond James Financial
15
Raymond James Financial
Florida
$74.9M +$4.58M +179,410 +7%
KWM
16
Kingsview Wealth Management
Oregon
$70.5M +$1.74M +68,285 +3%
Morgan Stanley
17
Morgan Stanley
New York
$68.6M +$3.56M +139,375 +5%
ACM
18
AlphaStar Capital Management
North Carolina
$67.9M +$22.7M +891,025 +50%
Wealth Enhancement Advisory Services
19
Wealth Enhancement Advisory Services
Minnesota
$66.7M -$936K -36,694 -1%
JP Morgan Chase
20
JP Morgan Chase
New York
$66.3M +$3.18M +124,587 +5%
CAAM
21
Cornerstone Advisors Asset Management
Pennsylvania
$64.7M +$21.8M +853,146 +51%
GLR
22
Great Lakes Retirement
Ohio
$61.9M +$1.7M +66,800 +3%
SIM
23
Stratos Investment Management
Ohio
$60.5M +$2.56M +100,171 +4%
UF
24
Univest Financial
Pennsylvania
$60M -$1.67M -65,346 -3%
GI
25
Gradient Investments
Minnesota
$59.6M -$34.8M -1,362,733 -37%