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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
$43.2M +$1.35M +44,648 +3%
ACM
27
AlphaStar Capital Management
North Carolina
$40.5M +$15.3M +508,620 +59%
GP
28
Girard Partners
Pennsylvania
$40.2M +$4.14M +137,341 +11%
TFA
29
Tobias Financial Advisors
Florida
$37.5M +$2.87M +95,182 +8%
KW
30
KWB Wealth
California
$36.8M +$4.32M +143,455 +13%
MFS
31
McNamara Financial Services
Massachusetts
$35.4M +$804K +26,663 +2%
BSWM
32
Boston Standard Wealth Management
Massachusetts
$35M +$1.13M +37,546 +3%
Truist Financial
33
Truist Financial
North Carolina
$34.1M +$268K +8,903 +0.8%
RWM
34
Reston Wealth Management
Virginia
$33.3M +$1.25M +41,421 +4%
GLA
35
Good Life Advisors
Pennsylvania
$31.3M +$2.1M +69,620 +7%
WAP
36
Wealthcare Advisory Partners
Pennsylvania
$31.1M +$1.9M +62,940 +6%
ASW
37
Astoria Strategic Wealth
Texas
$28.3M +$100K +3,328 +0.4%
BCI
38
Brinker Capital Investments
Pennsylvania
$28.1M -$1.65M -54,822 -5%
MD
39
Money Design
Japan
$28.1M +$1.55M +51,263 +6%
WA
40
Waverly Advisors
Alabama
$28M -$2.12M -70,265 -7%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$27.9M +$1.23M +40,644 +5%
SMM
42
Stadion Money Management
Georgia
$26.7M -$764K -25,331 -3%
Janney Montgomery Scott
43
Janney Montgomery Scott
Pennsylvania
$25.9M +$426K +14,126 +2%
Citadel Advisors
44
Citadel Advisors
Florida
$25.4M +$10.2M +339,071 +66%
BC
45
Brio Consultants
California
$24.8M +$2.47M +81,916 +11%
Mercer Global Advisors
46
Mercer Global Advisors
Colorado
$24.3M +$24.6M +814,564 New
Wells Fargo
47
Wells Fargo
California
$24.3M +$75.5K +2,503 +0.3%
MML Investors Services
48
MML Investors Services
Massachusetts
$23.3M +$945K +31,333 +4%
FSG
49
Financial Strategies Group
Michigan
$22.4M +$716K +23,755 +3%
MGIA
50
Moneta Group Investment Advisors
Missouri
$22.2M +$4.8M +159,114 +27%