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State Street SPDR Portfolio Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SIM
26
Stratos Investment Management
Ohio
$52.9M +$2.18M +85,213 +4%
ACM
27
AlphaStar Capital Management
North Carolina
$49.9M +$494K +19,307 +1%
PAG
28
Private Advisor Group
New Jersey
$48.5M -$65.3M -2,551,697 -58%
MCM
29
MAI Capital Management
Ohio
$47.8M +$3.45M +134,894 +8%
NEWAS
30
N.E.W. Advisory Services
Wisconsin
$46.6M +$1.75M +68,346 +4%
FSG
31
Financial Strategies Group
Michigan
$45.6M +$1.92M +75,109 +4%
KW
32
KWB Wealth
California
$45.3M -$5.21M -203,529 -10%
GAG
33
GM Advisory Group
New York
$43.7M +$1.02M +39,763 +2%
WA
34
Waverly Advisors
Alabama
$43M +$1.23M +48,201 +3%
PAS
35
Park Avenue Securities
New York
$41.8M -$3.21M -125,265 -7%
NA
36
NewEdge Advisors
Louisiana
$41.3M -$7.95M -310,713 -16%
Morgan Stanley
37
Morgan Stanley
New York
$41.2M -$1.07M -41,881 -3%
CAAM
38
Cornerstone Advisors Asset Management
Pennsylvania
$40.3M +$2.25M +87,918 +6%
MFS
39
McNamara Financial Services
Massachusetts
$36.5M +$620K +24,241 +2%
WMN
40
Wealth Management Nebraska
Nebraska
$35.2M +$2.51M +98,119 +8%
SMM
41
Stadion Money Management
Georgia
$34.4M -$1.2M -46,744 -3%
SA
42
Sanctuary Advisors
Indiana
$33.8M -$5.06M -197,703 -13%
TWM
43
Trinity Wealth Management
Pennsylvania
$32.3M +$658K +25,727 +2%
Cetera Investment Advisers
44
Cetera Investment Advisers
Illinois
$31.9M +$13.4M +523,002 +74%
CF
45
Convergence Financial
Missouri
$31.9M +$2.77M +108,164 +10%
AI
46
Arrien Investments
Idaho
$31.1M +$1.72M +67,181 +6%
CCFM
47
Clear Creek Financial Management
Washington
$30.9M +$2.46M +96,267 +9%
SC
48
Syon Capital
California
$30.6M -$3.37M -131,838 -10%
LPAM
49
Lodestar Private Asset Management
California
$30.1M +$2.7M +105,339 +10%
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$30M -$1.65M -64,536 -5%