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State Street SPDR Portfolio Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PI
26
PFS Investments
Georgia
$37M +$22.7M +741,875 +163%
BFG
27
Barber Financial Group
Kansas
$36.6M +$2.83M +92,591 +8%
Wells Fargo
28
Wells Fargo
California
$34.3M +$6.21M +203,256 +22%
MD
29
Money Design
Japan
$32.9M +$677K +22,155 +2%
SMM
30
Stadion Money Management
Georgia
$30.9M -$183M -5,998,185 -86%
SPA
31
Sentinel Pension Advisors
Massachusetts
$30.8M -$2.33M -76,323 -7%
MFS
32
McNamara Financial Services
Massachusetts
$30.5M +$125K +4,089 +0.4%
EWF
33
Epstein & White Financial
California
$30.3M -$14.6M -479,478 -33%
ASW
34
Astoria Strategic Wealth
Texas
$29.8M -$10.6K -347 -0%
Bank of America
35
Bank of America
North Carolina
$29.2M +$3.56M +116,621 +14%
UCFA
36
United Capital Financial Advisors
Texas
$26.2M -$1.15M -37,762 -4%
GP
37
Girard Partners
Pennsylvania
$26M -$54.8K -1,794 -0.2%
GLA
38
Good Life Advisors
Pennsylvania
$26M +$6.8M +222,507 +36%
BSWM
39
Boston Standard Wealth Management
Massachusetts
$25.6M -$276K -9,024 -1%
SA
40
Stewardship Advisors
Pennsylvania
$25.5M +$885K +28,960 +4%
NEWAS
41
N.E.W. Advisory Services
Wisconsin
$25.3M +$25.1M +821,432 New
WFPG
42
Waller Financial Planning Group
Ohio
$24.6M +$12.8M +418,209 +111%
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$24.2M -$1.15M -37,594 -5%
HWA
44
Heartwood Wealth Advisors
Virginia
$24M +$4.49M +147,033 +20%
WA
45
Waverly Advisors
Alabama
$23.9M +$2.06M +67,480 +10%
CCFM
46
Clear Creek Financial Management
Washington
$23.1M -$7.24M -237,065 -24%
GFPC
47
Global Financial Private Capital
Florida
$23.1M -$5.8M -189,794 -20%
Qube Research & Technologies (QRT)
48
Qube Research & Technologies (QRT)
United Kingdom
$23.1M +$3.62M +118,371 +19%
WAP
49
Wealthcare Advisory Partners
Pennsylvania
$18.7M +$2.07M +67,824 +13%
Truist Financial
50
Truist Financial
North Carolina
$18.6M +$479K +15,671 +3%