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State Street SPDR Portfolio Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TC
26
Trilogy Capital
California
$52.5M -$78.5K -3,107 -0.2%
KW
27
KWB Wealth
California
$50.4M -$12.1M -477,882 -19%
SIM
28
Stratos Investment Management
Ohio
$50.3M +$1.3M +51,582 +3%
ACM
29
AlphaStar Capital Management
North Carolina
$48.9M -$4.05M -160,100 -8%
NA
30
NewEdge Advisors
Louisiana
$48.8M +$3.44M +136,200 +8%
PAS
31
Park Avenue Securities
New York
$44.6M +$44M +1,741,499 New
NEWAS
32
N.E.W. Advisory Services
Wisconsin
$44.4M -$13.8M -546,886 -24%
MCM
33
MAI Capital Management
Ohio
$43.9M +$2.4M +94,846 +6%
FSG
34
Financial Strategies Group
Michigan
$42.8M +$1.56M +61,601 +4%
GAG
35
GM Advisory Group
New York
$42.2M +$421K +16,662 +1%
Morgan Stanley
36
Morgan Stanley
New York
$41.8M -$3.2M -126,565 -7%
WA
37
Waverly Advisors
Alabama
$41.4M +$1.19M +47,013 +3%
SA
38
Sanctuary Advisors
Indiana
$38.5M -$1.46M -57,829 -4%
CAAM
39
Cornerstone Advisors Asset Management
Pennsylvania
$37.6M +$4.35M +172,229 +13%
Envestnet Portfolio Solutions
40
Envestnet Portfolio Solutions
Illinois
$36.8M +$15M +595,173 +71%
MFS
41
McNamara Financial Services
Massachusetts
$35.5M +$317K +12,535 +0.9%
SMM
42
Stadion Money Management
Georgia
$35.3M -$1.59M -62,700 -4%
SC
43
Syon Capital
California
$33.7M -$246K -9,730 -0.7%
WMN
44
Wealth Management Nebraska
Nebraska
$32.2M +$699K +27,635 +2%
OIA
45
OneDigital Investment Advisors
Kansas
$31.5M +$7M +276,898 +29%
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$31.4M +$270K +10,698 +0.9%
TWM
47
Trinity Wealth Management
Pennsylvania
$31.3M +$2.8M +110,784 +10%
US Bancorp
48
US Bancorp
Minnesota
$30.2M +$187K +7,386 +0.6%
AI
49
Arrien Investments
Idaho
$29.1M +$894K +35,379 +3%
BS
50
Banco Santander
Spain
$28.8M +$6.72M +265,912 +31%