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State Street SPDR Portfolio Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFG
26
Barber Financial Group
Kansas
$40.7M +$4.13M +133,482 +11%
RA
27
RFG Advisory
Alabama
$39.9M +$2.45M +79,224 +7%
BCI
28
Brinker Capital Investments
Pennsylvania
$38.1M -$648K -20,930 -2%
Morgan Stanley
29
Morgan Stanley
New York
$38M +$365K +11,791 +1%
MD
30
Money Design
Japan
$33.2M +$319K +10,316 +1%
SPA
31
Sentinel Pension Advisors
Massachusetts
$33.1M +$2.3M +74,313 +7%
EWF
32
Epstein & White Financial
California
$33M +$2.77M +89,343 +9%
MFS
33
McNamara Financial Services
Massachusetts
$31.4M +$948K +30,611 +3%
SA
34
Stewardship Advisors
Pennsylvania
$31.4M +$6.04M +194,983 +24%
UBS Group
35
UBS Group
Switzerland
$30.1M +$23.4M +756,801 +345%
ASW
36
Astoria Strategic Wealth
Texas
$29.5M -$61.4K -1,985 -0.2%
UCFA
37
United Capital Financial Advisors
Texas
$28.2M +$2.02M +65,309 +8%
GP
38
Girard Partners
Pennsylvania
$28.1M +$2.13M +68,953 +8%
GLA
39
Good Life Advisors
Pennsylvania
$27.9M +$1.93M +62,299 +7%
NEWAS
40
N.E.W. Advisory Services
Wisconsin
$27.7M +$2.41M +77,777 +9%
Qube Research & Technologies (QRT)
41
Qube Research & Technologies (QRT)
United Kingdom
$27.5M +$4.52M +145,907 +20%
BSWM
42
Boston Standard Wealth Management
Massachusetts
$26.9M +$1.39M +44,760 +5%
WFPG
43
Waller Financial Planning Group
Ohio
$26.6M +$2.08M +67,203 +8%
Bank of America
44
Bank of America
North Carolina
$25.4M -$3.77M -121,761 -13%
WA
45
Waverly Advisors
Alabama
$24.2M +$605K +19,561 +3%
Wells Fargo
46
Wells Fargo
California
$24.2M -$10.1M -326,275 -29%
HWA
47
Heartwood Wealth Advisors
Virginia
$23.9M -$3.61M -116,463 -13%
WAP
48
Wealthcare Advisory Partners
Pennsylvania
$21.3M +$2.56M +82,651 +14%
ACM
49
AlphaStar Capital Management
North Carolina
$20.6M +$3.9M +125,981 +23%
Janney Montgomery Scott
50
Janney Montgomery Scott
Pennsylvania
$20.2M +$2.21M +71,290 +12%