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State Street SPDR Portfolio Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$36.9M -$1.06M -34,487 -3%
BCI
27
Brinker Capital Investments
Pennsylvania
$36.5M -$1.55M -50,374 -4%
WFPG
28
Waller Financial Planning Group
Ohio
$34.7M +$8.09M +263,546 +31%
SPA
29
Sentinel Pension Advisors
Massachusetts
$34.5M +$1.49M +48,360 +5%
NEWAS
30
N.E.W. Advisory Services
Wisconsin
$33.9M +$6.17M +201,038 +22%
Bank of America
31
Bank of America
North Carolina
$33.6M +$8.24M +268,158 +33%
SA
32
Stewardship Advisors
Pennsylvania
$32.2M +$815K +26,540 +3%
UBS Group
33
UBS Group
Switzerland
$31.9M +$1.84M +59,765 +6%
MD
34
Money Design
Japan
$31.9M -$1.25M -40,823 -4%
Qube Research & Technologies (QRT)
35
Qube Research & Technologies (QRT)
United Kingdom
$31.6M +$4.08M +132,710 +15%
GP
36
Girard Partners
Pennsylvania
$31.5M +$3.42M +111,257 +12%
MFS
37
McNamara Financial Services
Massachusetts
$31.4M
GLA
38
Good Life Advisors
Pennsylvania
$29.7M +$1.81M +58,787 +7%
ASW
39
Astoria Strategic Wealth
Texas
$29.2M -$315K -10,256 -1%
KW
40
KWB Wealth
California
$28.9M +$28.8M +937,441 New
BSWM
41
Boston Standard Wealth Management
Massachusetts
$27.9M +$959K +31,218 +4%
SMM
42
Stadion Money Management
Georgia
$27.7M -$115M -3,728,562 -81%
WA
43
Waverly Advisors
Alabama
$26.8M +$2.66M +86,729 +11%
Wells Fargo
44
Wells Fargo
California
$25.3M +$1.18M +38,323 +5%
TWM
45
Trinity Wealth Management
Pennsylvania
$24.9M +$24.8M +808,942 New
HWA
46
Heartwood Wealth Advisors
Virginia
$24.7M +$770K +25,077 +3%
WAP
47
Wealthcare Advisory Partners
Pennsylvania
$24.4M +$3.19M +104,010 +15%
UCFA
48
United Capital Financial Advisors
Texas
$23.6M -$4.59M -149,498 -16%
ACM
49
AlphaStar Capital Management
North Carolina
$23.3M +$2.83M +92,226 +14%
CCFM
50
Clear Creek Financial Management
Washington
$20.5M +$20.5M +666,106 New