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State Street SPDR Portfolio Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WA
26
Waverly Advisors
Alabama
$15.1M +$748K +26,635 +5%
BC
27
Brio Consultants
California
$15M -$353K -12,571 -2%
HCM
28
Horan Capital Management
Maryland
$13.5M +$633K +22,544 +5%
GFPC
29
Global Financial Private Capital
Florida
$13.4M -$991K -35,285 -7%
SFG
30
StrategIQ Financial Group
Indiana
$13.4M +$1.53M +54,542 +13%
WI
31
WrapManager Inc
California
$12.6M +$1.94M +69,057 +19%
PFA
32
Pure Financial Advisors
California
$12.2M -$764K -27,228 -6%
PI
33
PFS Investments
Georgia
$12.1M +$4.07M +145,085 +52%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$11.9M +$2.04M +72,701 +21%
WP
35
WealthPLAN Partners
Nebraska
$11.1M +$412K +14,689 +4%
Morgan Stanley
36
Morgan Stanley
New York
$10.8M +$407K +14,485 +4%
SWM
37
SigFig Wealth Management
California
$10.5M +$336K +11,956 +3%
Bank of America
38
Bank of America
North Carolina
$10.2M -$5.8M -206,707 -37%
SAM
39
Stringer Asset Management
Tennessee
$9.84M +$269K +9,594 +3%
ACA
40
Aptus Capital Advisors
Alabama
$9.29M +$2.13M +75,915 +30%
ACM
41
AlphaStar Capital Management
North Carolina
$8.97M +$5.57M +198,383 +165%
SB
42
Strategic Blueprint
Georgia
$8.45M +$4.59M +163,518 +123%
FI
43
FormulaFolio Investments
Michigan
$8.22M +$3.68M +131,264 +84%
AF
44
Advisornet Financial
Minnesota
$7.94M +$105K +3,723 +1%
RWM
45
Ritholtz Wealth Management
New York
$7.81M -$14M -499,690 -65%
TCM
46
Towercrest Capital Management
Pennsylvania
$7.64M -$293K -10,452 -4%
WFPG
47
Waller Financial Planning Group
Ohio
$7.51M +$616K +21,946 +9%
UCFA
48
United Capital Financial Advisors
Texas
$7.46M +$5.99M +213,480 +445%
MFS
49
McNamara Financial Services
Massachusetts
$7.32M +$65.6K +2,338 +0.9%
LTFS
50
Ladenburg Thalmann Financial Services
Florida
$7.3M -$1.58M -56,327 -18%