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State Street SPDR Portfolio Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EH
26
Equitable Holdings
New York
$56.8M -$1.51M -58,430 -3%
SIM
27
Stratos Investment Management
Ohio
$55.5M +$2.76M +106,668 +5%
TC
28
Trilogy Capital
California
$55.3M +$1.66M +64,265 +3%
NEWAS
29
N.E.W. Advisory Services
Wisconsin
$54.3M +$7.87M +304,080 +17%
MCM
30
MAI Capital Management
Ohio
$49.7M +$2.11M +81,531 +4%
NA
31
NewEdge Advisors
Louisiana
$48.4M +$7.36M +284,295 +18%
FSG
32
Financial Strategies Group
Michigan
$47.5M +$1.86M +72,000 +4%
GAG
33
GM Advisory Group
New York
$45.9M +$2.44M +94,247 +6%
CAAM
34
Cornerstone Advisors Asset Management
Pennsylvania
$40.7M +$602K +23,251 +1%
VAS
35
Vestmark Advisory Solutions
Massachusetts
$37.6M +$14.8M +569,983 +64%
Cetera Investment Advisers
36
Cetera Investment Advisers
Illinois
$37.3M +$5.52M +213,448 +17%
WMN
37
Wealth Management Nebraska
Nebraska
$36.5M +$1.49M +57,612 +4%
GVAG
38
Great Valley Advisor Group
Delaware
$36.4M -$29.7M -1,149,079 -45%
SMM
39
Stadion Money Management
Georgia
$34.9M +$541K +20,900 +2%
SA
40
Sanctuary Advisors
Indiana
$34.8M +$1.17M +45,341 +3%
AC
41
Apella Capital
Connecticut
$34.4M +$6.82M +263,546 +25%
AI
42
Arrien Investments
Idaho
$34.4M +$3.38M +130,597 +11%
CF
43
Convergence Financial
Missouri
$33.4M +$1.72M +66,452 +5%
WA
44
Waverly Advisors
Alabama
$32.9M -$10M -386,853 -23%
DF
45
Donoghue Forlines
Massachusetts
$32.8M +$32.9M +1,272,713 New
TWM
46
Trinity Wealth Management
Pennsylvania
$32.6M +$424K +16,402 +1%
LPAM
47
Lodestar Private Asset Management
California
$32.3M +$2.37M +91,650 +8%
OIA
48
OneDigital Investment Advisors
Kansas
$31.5M +$7.67M +296,221 +32%
SC
49
Syon Capital
California
$31.1M +$658K +25,428 +2%
Creative Planning
50
Creative Planning
Kansas
$30.7M +$6.4M +247,135 +26%