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State Street SPDR Portfolio Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FWI
26
Facet Wealth Inc
Maryland
$51.3M -$1.04M -42,334 -2%
GLR
27
Great Lakes Retirement
Ohio
$49M -$1.36M -55,417 -3%
TC
28
Trilogy Capital
California
$48.2M -$187K -7,582 -0.4%
RJA
29
Raymond James & Associates
Florida
$48M -$2.89M -117,592 -6%
WAP
30
Wealthcare Advisory Partners
Pennsylvania
$45.4M +$1.85M +75,228 +4%
Truist Financial
31
Truist Financial
North Carolina
$44.4M +$2.48M +100,688 +6%
Morgan Stanley
32
Morgan Stanley
New York
$42.9M -$10M -407,083 -20%
HighTower Advisors
33
HighTower Advisors
Illinois
$41.9M +$31.2M +1,269,209 +349%
GVAG
34
Great Valley Advisor Group
Delaware
$40.7M +$130K +5,298 +0.3%
JP Morgan Chase
35
JP Morgan Chase
New York
$40.1M +$2.2M +89,434 +6%
AssetMark Inc
36
AssetMark Inc
California
$39.9M +$12.1M +490,005 +46%
GP
37
Girard Partners
Pennsylvania
$37.7M -$743K -30,216 -2%
US Bancorp
38
US Bancorp
Minnesota
$34.9M +$17.5M +710,574 +109%
MD
39
Money Design
Japan
$31.2M +$469K +19,051 +2%
UBS Group
40
UBS Group
Switzerland
$29.4M -$2.65M -107,755 -9%
Wells Fargo
41
Wells Fargo
California
$29.2M +$2.21M +89,961 +9%
NA
42
NewEdge Advisors
Louisiana
$29.2M +$20.5M +831,893 +272%
TCPWM
43
Traverso Chambers Private Wealth Management
California
$29.1M +$27.9M +1,134,340 New
PAS
44
Park Avenue Securities
New York
$27.9M +$3.97M +161,487 +17%
GAG
45
GM Advisory Group
New York
$27.6M -$49.1M -1,996,322 -65%
AWM
46
AE Wealth Management
Kansas
$25.7M +$4.63M +188,222 +23%
RWM
47
Reston Wealth Management
Virginia
$25.6M -$95.5K -3,884 -0.4%
Goldman Sachs
48
Goldman Sachs
New York
$24.7M -$57.5M -2,338,115 -71%
Envestnet Portfolio Solutions
49
Envestnet Portfolio Solutions
Illinois
$24.2M +$7.9M +321,071 +52%
SWM
50
SigFig Wealth Management
California
$23.8M -$6.54M -265,908 -22%