We are live on ! Find out more
SPAB icon

State Street SPDR Portfolio Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MAM
251
Milestone Asset Management
Pennsylvania
$1.61M +$1.59M +62,925 New
BIM
252
Breakwater Investment Management
Washington
$1.61M -$1.05M -41,548 -40%
PFG
253
Prospect Financial Group
Virginia
$1.6M -$20.8K -824 -1%
KPWS
254
Kestra Private Wealth Services
Texas
$1.59M +$52K +2,057 +3%
EFG
255
Elios Financial Group
Ohio
$1.58M +$28.9K +1,145 +2%
GSC
256
G&S Capital
Colorado
$1.57M +$197K +7,790 +15%
FPW
257
Flagship Private Wealth
Massachusetts
$1.57M -$206K -8,161 -12%
GWSG
258
GPS Wealth Strategies Group
Colorado
$1.54M +$495K +19,595 +48%
EWA
259
EverSource Wealth Advisors
Alabama
$1.53M -$94.1K -3,722 -6%
JCFM
260
JBR Co Financial Management
Oklahoma
$1.52M +$699K +27,638 +87%
CAS
261
Coppell Advisory Solutions
Texas
$1.51M +$821K +32,457 +121%
WAS
262
Wealth Advisory Solutions
Indiana
$1.51M -$69.9K -2,765 -4%
Bank of New York Mellon
263
Bank of New York Mellon
New York
$1.49M -$21.6M -853,629 -94%
APA
264
Astoria Portfolio Advisors
New York
$1.47M +$1.47M +58,032 New
DWP
265
Destiny Wealth Partners
Florida
$1.46M -$25.1K -994 -2%
AI
266
Atria Investments
North Carolina
$1.45M +$200K +7,914 +16%
FI
267
FWG Investments
Kentucky
$1.45M -$215K -8,503 -13%
Natixis Advisors
268
Natixis Advisors
Massachusetts
$1.44M +$40.2K +1,590 +3%
SWM
269
Scissortail Wealth Management
Oklahoma
$1.42M -$236K -9,341 -14%
TA
270
TKG Advisors
Indiana
$1.42M +$19K +751 +1%
VWA
271
Visionary Wealth Advisors
Illinois
$1.41M +$14.1K +558 +1%
AG
272
Ascent Group
Virginia
$1.41M +$853K +33,729 +159%
PS
273
Principal Securities
Iowa
$1.41M +$1.26M +49,666 +949%
AWG
274
Altus Wealth Group
Colorado
$1.4M -$583K -23,050 -30%
CIC
275
Carnegie Investment Counsel
Ohio
$1.37M +$72K +2,850 +6%