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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
$57.1M +$2.12M +82,132 +4%
NEWAS
27
N.E.W. Advisory Services
Wisconsin
$54.1M +$55.7K +2,160 +0.1%
MCM
28
MAI Capital Management
Ohio
$52.9M +$3.39M +131,498 +7%
FSG
29
Financial Strategies Group
Michigan
$50.2M +$3.06M +118,589 +6%
GAG
30
GM Advisory Group
New York
$47.7M +$2.01M +77,988 +4%
VAS
31
Vestmark Advisory Solutions
Massachusetts
$47.7M +$10.3M +400,050 +27%
AC
32
Apella Capital
Connecticut
$46.5M +$12.1M +470,528 +35%
IAA
33
Independent Advisor Alliance
North Carolina
$45.5M +$45.5M +1,763,900 +13,939%
ACM
34
AlphaStar Capital Management
North Carolina
$45.3M -$13.2M -510,224 -22%
EH
35
Equitable Holdings
New York
$44.4M -$12.4M -482,560 -22%
NA
36
NewEdge Advisors
Louisiana
$43.5M -$4.72M -182,871 -10%
CAAM
37
Cornerstone Advisors Asset Management
Pennsylvania
$43.1M +$2.58M +100,187 +6%
Cetera Investment Advisers
38
Cetera Investment Advisers
Illinois
$41.5M +$4.43M +171,816 +12%
GVAG
39
Great Valley Advisor Group
Delaware
$38.5M +$2.28M +88,238 +6%
WMN
40
Wealth Management Nebraska
Nebraska
$36.4M +$29.3K +1,134 +0.1%
SA
41
Sanctuary Advisors
Indiana
$36M +$1.38M +53,657 +4%
CL
42
Choreo LLC
Illinois
$35.9M +$23.5M +911,954 +186%
AssetMark Inc
43
AssetMark Inc
California
$35.7M +$8.94M +346,596 +33%
SMM
44
Stadion Money Management
Georgia
$35M +$240K +9,300 +0.7%
AI
45
Arrien Investments
Idaho
$34.9M +$708K +27,432 +2%
TWM
46
Trinity Wealth Management
Pennsylvania
$34.8M +$2.35M +90,978 +7%
AWA
47
Arete Wealth Advisors
Illinois
$34.5M +$4.37M +169,271 +14%
LPAM
48
Lodestar Private Asset Management
California
$33.9M +$1.73M +67,071 +5%
Creative Planning
49
Creative Planning
Kansas
$32.5M +$1.97M +76,235 +6%
RWM
50
Reston Wealth Management
Virginia
$32.4M +$7.29M +282,760 +29%