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State Street SPDR Portfolio Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WFPG
26
Waller Financial Planning Group
Ohio
$42.1M +$1.53M +51,318 +4%
BFG
27
Barber Financial Group
Kansas
$41.1M +$3.26M +109,157 +9%
SPA
28
Sentinel Pension Advisors
Massachusetts
$38.3M +$2.16M +72,298 +6%
GP
29
Girard Partners
Pennsylvania
$36.3M +$3.7M +123,981 +11%
EWF
30
Epstein & White Financial
California
$35.7M +$1.42M +47,747 +4%
TFA
31
Tobias Financial Advisors
Florida
$34.9M -$1.15M -38,485 -3%
MFS
32
McNamara Financial Services
Massachusetts
$34.8M +$3.54M +118,759 +11%
BSWM
33
Boston Standard Wealth Management
Massachusetts
$34.1M +$2.06M +69,091 +6%
Truist Financial
34
Truist Financial
North Carolina
$34M +$13.8M +462,051 +69%
KW
35
KWB Wealth
California
$32.3M -$193K -6,471 -0.6%
RWM
36
Reston Wealth Management
Virginia
$32.3M +$4.93M +165,278 +18%
WA
37
Waverly Advisors
Alabama
$30.5M +$1.69M +56,542 +6%
BCI
38
Brinker Capital Investments
Pennsylvania
$29.9M -$985K -33,035 -3%
GLA
39
Good Life Advisors
Pennsylvania
$29.4M +$3.25M +109,020 +13%
WAP
40
Wealthcare Advisory Partners
Pennsylvania
$29.4M +$1.97M +66,062 +7%
ASW
41
Astoria Strategic Wealth
Texas
$28.5M -$248K -8,313 -0.9%
SMM
42
Stadion Money Management
Georgia
$27.6M +$466K +15,608 +2%
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$26.8M +$7.61M +255,015 +40%
MD
44
Money Design
Japan
$26.7M -$3.9M -130,849 -13%
ACM
45
AlphaStar Capital Management
North Carolina
$25.7M +$5.36M +179,769 +27%
Janney Montgomery Scott
46
Janney Montgomery Scott
Pennsylvania
$25.6M +$8.89M +297,909 +54%
Wells Fargo
47
Wells Fargo
California
$24.4M -$545K -18,282 -2%
TWM
48
Trinity Wealth Management
Pennsylvania
$23.5M -$1.09M -36,582 -4%
Qube Research & Technologies (QRT)
49
Qube Research & Technologies (QRT)
United Kingdom
$23.3M +$21.2M +709,725 +1,064%
MML Investors Services
50
MML Investors Services
Massachusetts
$22.5M +$2.11M +70,742 +10%