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State Street SPDR Portfolio Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
26
SigFig Wealth Management
California
$38.2M +$20.5M +800,574 +132%
Ameriprise
27
Ameriprise
Minnesota
$37.2M +$32.5M +1,270,483 +747%
GP
28
Girard Partners
Pennsylvania
$36.6M +$2.82M +110,125 +8%
MD
29
Money Design
Japan
$34.9M +$1.49M +58,296 +5%
KW
30
KWB Wealth
California
$34.6M +$398K +15,552 +1%
GVAG
31
Great Valley Advisor Group
Delaware
$33.7M -$903K -35,282 -3%
Wells Fargo
32
Wells Fargo
California
$27.5M -$5.41M -211,452 -17%
GKWIM
33
Gerber Kawasaki Wealth & Investment Management
California
$27.4M +$1.26M +49,358 +5%
EH
34
Equitable Holdings
New York
$27.3M +$3.18M +124,202 +13%
RWM
35
Reston Wealth Management
Virginia
$24.9M +$2.1M +82,208 +9%
WA
36
Waverly Advisors
Alabama
$24.7M -$1.09M -42,566 -4%
Bank of America
37
Bank of America
North Carolina
$24.6M +$4.17M +163,062 +21%
WFPG
38
Waller Financial Planning Group
Ohio
$24M +$6.79M +265,415 +40%
WAP
39
Wealthcare Advisory Partners
Pennsylvania
$23.9M +$1.86M +72,528 +8%
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$23.5M +$334K +13,073 +1%
Creative Planning
41
Creative Planning
Kansas
$21M -$2.19M -85,773 -10%
HWA
42
Heartwood Wealth Advisors
Virginia
$20.6M +$690K +26,957 +3%
MML Investors Services
43
MML Investors Services
Massachusetts
$20.5M -$2.96M -115,812 -13%
GWP
44
Gateway Wealth Partners
Wisconsin
$20.3M -$1.74M -67,893 -8%
AWM
45
AE Wealth Management
Kansas
$20M -$944K -36,913 -5%
AI
46
Arrien Investments
Idaho
$18.7M +$18.6M +726,679 New
BA
47
Bristlecone Advisors
Washington
$18.6M -$221K -8,647 -1%
MGIA
48
Moneta Group Investment Advisors
Missouri
$18.6M +$758K +29,638 +4%
PI
49
PFS Investments
Georgia
$18.3M +$4.75M +185,802 +36%
PAS
50
Park Avenue Securities
New York
$18.3M -$2.95M -115,198 -14%