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State Street SPDR Portfolio Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GFPC
26
Global Financial Private Capital
Florida
$14M +$4.79M +174,394 +53%
WA
27
Waverly Advisors
Alabama
$14M +$469K +17,058 +4%
FWM
28
Focused Wealth Management
New York
$13.5M +$1.04M +37,717 +8%
PFA
29
Pure Financial Advisors
California
$12.7M -$4.85M -176,262 -28%
HCM
30
Horan Capital Management
Maryland
$12.6M +$63.2K +2,300 +0.5%
SFG
31
StrategIQ Financial Group
Indiana
$11.5M -$1.16M -42,310 -9%
WP
32
WealthPLAN Partners
Nebraska
$10.5M +$114K +4,147 +1%
WI
33
WrapManager Inc
California
$10.3M -$405K -14,740 -4%
Morgan Stanley
34
Morgan Stanley
New York
$10.1M +$6.23M +226,539 +164%
SWM
35
SigFig Wealth Management
California
$9.93M +$20K +729 +0.2%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$9.55M +$8.07M +293,678 +598%
SAM
37
Stringer Asset Management
Tennessee
$9.33M +$9.21M +335,070 New
LTFS
38
Ladenburg Thalmann Financial Services
Florida
$8.69M +$2.55M +92,729 +42%
PWPS
39
Pinnacle Wealth Planning Services
Ohio
$8.66M +$1.55M +56,516 +22%
TCM
40
Towercrest Capital Management
Pennsylvania
$7.75M -$985K -35,826 -11%
PI
41
PFS Investments
Georgia
$7.73M +$7.63M +277,686 New
ZIM
42
Zacks Investment Management
Illinois
$7.73M +$7.63M +277,477 New
AF
43
Advisornet Financial
Minnesota
$7.64M +$320K +11,635 +4%
MFS
44
McNamara Financial Services
Massachusetts
$7.22M -$27K -982 -0.4%
ACA
45
Aptus Capital Advisors
Alabama
$6.95M +$6.86M +249,663 New
WFPG
46
Waller Financial Planning Group
Ohio
$6.78M +$6.69M +243,373 New
AWMG
47
Alliance Wealth Management Group
New Jersey
$6.67M -$168K -6,106 -2%
William Blair & Company
48
William Blair & Company
Illinois
$6.23M +$726K +26,406 +33%
EFL
49
ERn Financial LLC
Wisconsin
$6.22M +$6.14M +223,272 New
WFWM
50
Wechter Feldman Wealth Management
New Jersey
$5.87M +$4.39M +159,580 +312%