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State Street SPDR Portfolio Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MD
26
Money Design
Japan
$28.6M +$1.61M +54,594 +6%
MFS
27
McNamara Financial Services
Massachusetts
$28.4M +$20.9M +709,214 +274%
SPA
28
Sentinel Pension Advisors
Massachusetts
$28.1M +$28.2M +956,048 New
UCFA
29
United Capital Financial Advisors
Texas
$25.8M +$3.95M +133,893 +18%
BSWM
30
Boston Standard Wealth Management
Massachusetts
$25.8M +$692K +23,468 +3%
Wells Fargo
31
Wells Fargo
California
$24.8M +$1.14M +38,841 +5%
NEWAS
32
N.E.W. Advisory Services
Wisconsin
$22.9M +$23M +778,878 New
RIM
33
Redwood Investment Management
Arizona
$21M +$839K +28,463 +4%
AG
34
Advisor Group
Arizona
$20.6M +$3.81M +129,192 +23%
Bank of America
35
Bank of America
North Carolina
$20.1M +$1.12M +38,030 +6%
WA
36
Waverly Advisors
Alabama
$19.7M +$1.64M +55,515 +9%
GP
37
Girard Partners
Pennsylvania
$19.5M +$1.41M +47,672 +8%
CCFM
38
Clear Creek Financial Management
Washington
$19.4M -$1.24M -42,236 -6%
FSG
39
Financial Strategies Group
Michigan
$18.7M +$18.7M +635,342 New
LPL Financial
40
LPL Financial
California
$18.3M +$8.87M +301,036 +93%
HR
41
Hayden Royal
North Carolina
$18M +$17.7M +601,145 New
Qube Research & Technologies (QRT)
42
Qube Research & Technologies (QRT)
United Kingdom
$17M +$17.1M +579,450 New
HWA
43
Heartwood Wealth Advisors
Virginia
$16.4M +$16.5M +558,452 New
BC
44
Brio Consultants
California
$16.4M +$1.95M +66,126 +13%
WI
45
WrapManager Inc
California
$15.9M +$751K +25,493 +5%
SFG
46
StrategIQ Financial Group
Indiana
$15.2M +$641K +21,764 +4%
PI
47
PFS Investments
Georgia
$14.7M +$419K +14,232 +3%
FI
48
FormulaFolio Investments
Michigan
$14.6M +$1.46M +49,534 +11%
SA
49
Stewardship Advisors
Pennsylvania
$14.4M +$14.5M +491,320 New
FWM
50
Focused Wealth Management
New York
$14.4M +$1.81M +61,428 +14%