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State Street SPDR Portfolio Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SC
51
Syon Capital
California
$30.4M -$848K -33,235 -3%
LEFP
52
Leading Edge Financial Planning
Tennessee
$30M +$3.03M +118,927 +11%
CIC
53
Cutler Investment Counsel
Oregon
$29.6M +$1.07M +41,906 +4%
Royal Bank of Canada
54
Royal Bank of Canada
Ontario, Canada
$29.6M -$7.86K -308 -0%
Janney Montgomery Scott
55
Janney Montgomery Scott
Pennsylvania
$27.2M +$1.4M +55,052 +5%
Rockefeller Capital Management
56
Rockefeller Capital Management
New York
$27.1M +$828K +32,460 +3%
CCFM
57
Clear Creek Financial Management
Washington
$27M +$2.8M +109,687 +12%
Jones Financial Companies
58
Jones Financial Companies
Missouri
$26.9M +$1.73M +67,637 +7%
OIA
59
OneDigital Investment Advisors
Kansas
$26.7M +$1.11M +43,382 +4%
PWPS
60
Pinnacle Wealth Planning Services
Ohio
$26.6M +$2.17M +84,914 +9%
Cambridge Investment Research Advisors
61
Cambridge Investment Research Advisors
Iowa
$26M +$2M +78,554 +8%
CF
62
Convergence Financial
Missouri
$25.5M -$46.4M -1,817,950 -65%
WIM
63
WealthPlan Investment Management
Nebraska
$25.3M +$1.07M +42,056 +4%
WFPG
64
Waller Financial Planning Group
Ohio
$24.5M -$122K -4,790 -0.5%
AA
65
Advisory Alpha
Michigan
$24.4M +$538K +21,096 +2%
MW
66
Mueller Wealth
Wisconsin
$24M +$2.32M +90,906 +11%
MML Investors Services
67
MML Investors Services
Massachusetts
$21.8M +$1.78M +69,779 +9%
VCM
68
Virtue Capital Management
Tennessee
$21.7M -$9.65M -378,374 -31%
AssetMark Inc
69
AssetMark Inc
California
$21.3M -$14.2M -556,459 -40%
MGIA
70
Moneta Group Investment Advisors
Missouri
$21.2M -$542K -21,263 -3%
AQR Capital Management
71
AQR Capital Management
Connecticut
$21M +$2.2M +86,165 +12%
APC
72
Aspire Private Capital
North Carolina
$20.1M -$3.57M -140,025 -15%
IWM
73
IHT Wealth Management
Illinois
$19.1M -$54.3K -2,127 -0.3%
TFGT
74
TS Financial Group (TSFG)
Illinois
$19M +$8.31M +325,826 +78%
WFS
75
Weitzel Financial Services
Iowa
$18.9M +$813K +31,888 +4%