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State Street SPDR Portfolio Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GLR
26
Great Lakes Retirement
Ohio
$48.8M +$529K +20,919 +1%
TC
27
Trilogy Capital
California
$48.6M +$1.15M +45,600 +2%
FWI
28
Facet Wealth Inc
Maryland
$43.5M -$6.94M -274,691 -14%
RJA
29
Raymond James & Associates
Florida
$43.4M -$3.9M -154,333 -8%
JP Morgan Chase
30
JP Morgan Chase
New York
$43.3M +$3.78M +149,484 +10%
GVAG
31
Great Valley Advisor Group
Delaware
$42.3M +$2.15M +85,087 +5%
GP
32
Girard Partners
Pennsylvania
$40.8M +$3.59M +141,957 +10%
ACM
33
AlphaStar Capital Management
North Carolina
$37.8M +$37.2M +1,471,389 +6,440%
WA
34
Waverly Advisors
Alabama
$37.7M +$15.9M +627,129 +73%
Morgan Stanley
35
Morgan Stanley
New York
$37.3M -$5.01M -198,054 -12%
AssetMark Inc
36
AssetMark Inc
California
$34.7M -$4.68M -185,211 -12%
US Bancorp
37
US Bancorp
Minnesota
$34M -$444K -17,554 -1%
NA
38
NewEdge Advisors
Louisiana
$33.5M +$4.73M +186,982 +16%
Rockefeller Capital Management
39
Rockefeller Capital Management
New York
$32M +$18.7M +740,332 +141%
GAG
40
GM Advisory Group
New York
$31.6M +$4.38M +173,444 +16%
UBS Group
41
UBS Group
Switzerland
$30.1M +$1.03M +40,800 +4%
Wells Fargo
42
Wells Fargo
California
$29.6M +$856K +33,868 +3%
LEFP
43
Leading Edge Financial Planning
Tennessee
$28.9M +$6.14M +242,754 +27%
MD
44
Money Design
Japan
$28.5M -$2.31M -91,567 -8%
PAS
45
Park Avenue Securities
New York
$26.7M -$797K -31,523 -3%
RWM
46
Reston Wealth Management
Virginia
$26.3M +$1.07M +42,297 +4%
DF
47
Donoghue Forlines
Massachusetts
$26M +$26M +1,027,050 New
BA
48
Bristlecone Advisors
Washington
$24.7M +$2.09M +82,594 +9%
Cetera Investment Advisers
49
Cetera Investment Advisers
Illinois
$24M +$17.1M +677,819 +248%
WFPG
50
Waller Financial Planning Group
Ohio
$23.1M -$54.9K -2,171 -0.2%