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State Street SPDR Portfolio Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
51
Royal Bank of Canada
Ontario, Canada
$20M -$24.5M -796,609 -55%
RWM
52
Reston Wealth Management
Virginia
$19.5M +$865K +28,179 +5%
Truist Financial
53
Truist Financial
North Carolina
$18.7M -$478K -15,560 -2%
FSG
54
Financial Strategies Group
Michigan
$18.6M +$1.65M +53,843 +10%
RA
55
Rational Advisors
New York
$18.4M +$12.5M +406,816 +212%
FWM
56
Focused Wealth Management
New York
$17.5M +$957K +31,149 +6%
Janney Montgomery Scott
57
Janney Montgomery Scott
Pennsylvania
$17.5M -$2.62M -85,208 -13%
AFG
58
Affinia Financial Group
Massachusetts
$17.4M +$1.1M +35,949 +7%
W
59
Wealthquest
Ohio
$17.2M +$510K +16,604 +3%
WI
60
WrapManager Inc
California
$16.9M +$1.09M +35,455 +7%
MML Investors Services
61
MML Investors Services
Massachusetts
$16.8M +$14M +454,634 +493%
T
62
TrueFG
Texas
$16.8M +$1.52M +49,420 +10%
BC
63
Brio Consultants
California
$16.8M +$2.78M +90,398 +20%
PI
64
PFS Investments
Georgia
$16.2M -$25.7M -838,006 -61%
VBFP
65
Valtinson Bruner Financial Planning
Minnesota
$15.9M +$975K +31,744 +6%
MCC
66
Money Concepts Capital
Florida
$14.4M +$14.4M +467,315 New
WFS
67
Weitzel Financial Services
Iowa
$14.3M +$14.5M +470,864 New
SWM
68
SigFig Wealth Management
California
$14.2M +$907K +29,525 +7%
FAIM
69
Financial Advocates Investment Management
Washington
$14.2M +$1.65M +53,656 +14%
JSL
70
JT Stratford LLC
Georgia
$12.9M +$386K +12,574 +3%
WP
71
WealthPLAN Partners
Nebraska
$12.5M +$1.01M +32,932 +9%
AC
72
Alexandria Capital
Virginia
$12.5M +$3.52M +114,677 +39%
SFG
73
StrategIQ Financial Group
Indiana
$12.2M -$160K -5,199 -1%
MGIA
74
Moneta Group Investment Advisors
Missouri
$12M +$753K +24,530 +7%
BS
75
Banco Santander
Spain
$11.9M -$5.75M -187,088 -33%