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State Street SPDR Portfolio Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WAP
51
Wealthcare Advisory Partners
Pennsylvania
$16.3M +$16M +539,432 New
VBFP
52
Valtinson Bruner Financial Planning
Minnesota
$15.9M +$1.16M +38,913 +8%
FWM
53
Focused Wealth Management
New York
$15.2M +$357K +12,026 +2%
SFG
54
StrategIQ Financial Group
Indiana
$14.1M -$1.55M -52,165 -10%
PI
55
PFS Investments
Georgia
$13.8M -$1.31M -43,913 -9%
HR
56
Hayden Royal
North Carolina
$13.1M -$5M -168,080 -28%
TWM
57
Trinity Wealth Management
Pennsylvania
$12.9M +$1.93M +64,934 +18%
APC
58
Aspire Private Capital
North Carolina
$12.2M +$632K +21,272 +6%
T
59
TrueFG
Texas
$11.9M -$2.52M -84,912 -18%
MA
60
Mutual Advisors
Nebraska
$11.7M +$909K +30,578 +9%
RWM
61
Reston Wealth Management
Virginia
$11.5M +$10.6M +356,767 +1,458%
WFPG
62
Waller Financial Planning Group
Ohio
$11.4M +$2.12M +71,329 +23%
WI
63
WrapManager Inc
California
$11.2M -$5.12M -172,207 -32%
SWM
64
SigFig Wealth Management
California
$11.1M -$558K -18,784 -5%
WP
65
WealthPLAN Partners
Nebraska
$10.8M -$1.52M -50,969 -13%
PFG
66
PAX Financial Group
Texas
$10.5M -$298K -10,013 -3%
AF
67
Advisornet Financial
Minnesota
$10.3M +$653K +21,969 +7%
JSL
68
JT Stratford LLC
Georgia
$10M +$699K +23,523 +8%
DWM
69
Darwin Wealth Management
Florida
$9.67M +$1.03M +34,532 +12%
EGA
70
E&G Advisors
Texas
$9.38M -$367K -12,354 -4%
ACM
71
AlphaStar Capital Management
North Carolina
$9.36M -$3.78M -127,049 -29%
FHC
72
First Heartland Consultants
Missouri
$8.96M +$8.81M +296,330 New
MGIA
73
Moneta Group Investment Advisors
Missouri
$8.88M -$3.14M -105,543 -26%
Cambridge Investment Research Advisors
74
Cambridge Investment Research Advisors
Iowa
$8.69M +$675K +22,703 +9%
OMC
75
Old Mission Capital
Illinois
$8.55M -$3.59M -120,700 -30%