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State Street SPDR Portfolio Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ACM
26
AlphaStar Capital Management
North Carolina
$52.9M +$19.1K +759 +0%
TC
27
Trilogy Capital
California
$52.5M -$1.68M -66,492 -3%
KWM
28
Kingsview Wealth Management
Oregon
$52.5M -$3.64M -144,088 -7%
SIM
29
Stratos Investment Management
Ohio
$48.8M +$3.03M +120,123 +7%
NA
30
NewEdge Advisors
Louisiana
$45.2M -$1.37M -54,156 -3%
Morgan Stanley
31
Morgan Stanley
New York
$45M -$472K -18,692 -1%
GAG
32
GM Advisory Group
New York
$41.7M +$3.75M +148,735 +10%
MCM
33
MAI Capital Management
Ohio
$41.4M +$1.03M +40,954 +3%
FSG
34
Financial Strategies Group
Michigan
$41.2M +$226K +8,957 +0.6%
WA
35
Waverly Advisors
Alabama
$40.1M +$1.24M +49,092 +3%
SA
36
Sanctuary Advisors
Indiana
$39.9M -$19.2K -762 -0%
Mariner
37
Mariner
Kansas
$37.5M +$2.55M +101,108 +7%
SMM
38
Stadion Money Management
Georgia
$36.9M -$2.21M -87,610 -6%
MFS
39
McNamara Financial Services
Massachusetts
$35.1M +$2.71M +107,502 +8%
SC
40
Syon Capital
California
$33.8M -$57.5M -2,280,862 -63%
AssetMark Inc
41
AssetMark Inc
California
$33.5M +$3.74M +148,355 +13%
CAAM
42
Cornerstone Advisors Asset Management
Pennsylvania
$33.1M +$2.08M +82,607 +7%
WMN
43
Wealth Management Nebraska
Nebraska
$31.6M +$809K +32,048 +3%
CCFM
44
Clear Creek Financial Management
Washington
$31.1M +$8.69M +344,548 +40%
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$31M +$1.23M +48,893 +4%
US Bancorp
46
US Bancorp
Minnesota
$29.9M +$450K +17,834 +2%
Cetera Investment Advisers
47
Cetera Investment Advisers
Illinois
$29.4M +$1.8M +71,353 +7%
IWM
48
IHT Wealth Management
Illinois
$28.6M -$2.28M -90,360 -7%
CF
49
Convergence Financial
Missouri
$28.6M +$1.68M +66,461 +6%
TWM
50
Trinity Wealth Management
Pennsylvania
$28.4M +$374K +14,837 +1%