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State Street SPDR Portfolio Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MCM
26
MAI Capital Management
Ohio
$56.8M +$4.17M +163,491 +8%
AC
27
Apella Capital
Connecticut
$56.3M +$10.6M +416,473 +23%
NEWAS
28
N.E.W. Advisory Services
Wisconsin
$56.3M +$2.42M +94,699 +4%
FSG
29
Financial Strategies Group
Michigan
$53.3M +$3.97M +155,469 +8%
EH
30
Equitable Holdings
New York
$52.6M +$8.63M +338,170 +20%
WANY
31
Wealthspire Advisors (New York)
New York
$52.5M +$52.5M +2,058,853 New
BS
32
Banco Santander
Spain
$45.3M +$19.2M +752,316 +74%
NA
33
NewEdge Advisors
Louisiana
$42.6M -$750K -29,399 -2%
Cetera Investment Advisers
34
Cetera Investment Advisers
Illinois
$42M +$662K +25,947 +2%
GVAG
35
Great Valley Advisor Group
Delaware
$41.7M +$3.38M +132,449 +9%
VAS
36
Vestmark Advisory Solutions
Massachusetts
$41.5M -$5.97M -233,996 -13%
SA
37
Sanctuary Advisors
Indiana
$39.1M +$3.24M +126,995 +9%
AI
38
Arrien Investments
Idaho
$36.5M +$1.75M +68,665 +5%
WMN
39
Wealth Management Nebraska
Nebraska
$36.3M +$11.6K +456 +0%
LPAM
40
Lodestar Private Asset Management
California
$36M +$2.27M +89,032 +7%
SMM
41
Stadion Money Management
Georgia
$35.2M +$434K +17,000 +1%
CL
42
Choreo LLC
Illinois
$35.1M -$678K -26,576 -2%
AWA
43
Arete Wealth Advisors
Illinois
$34.4M +$485 +19 +0%
RWM
44
Reston Wealth Management
Virginia
$34.4M +$2.12M +83,010 +7%
T
45
TrueFG
Texas
$33.2M +$1.53M +59,863 +5%
TWM
46
Trinity Wealth Management
Pennsylvania
$32.1M -$2.53M -99,034 -7%
RF
47
RetireMitten Financial
Michigan
$32M +$2.81M +110,313 +10%
Creative Planning
48
Creative Planning
Kansas
$31.9M -$399K -15,659 -1%
PAG
49
Private Advisor Group
New Jersey
$31.9M +$1.95M +76,373 +7%
WA
50
Waverly Advisors
Alabama
$30.6M +$474K +18,591 +2%