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State Street SPDR Portfolio Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
51
United Capital Financial Advisors
Texas
$21.8M +$1.26M +41,772 +6%
HWA
52
Heartwood Wealth Advisors
Virginia
$20.9M +$588K +19,500 +3%
SWM
53
SigFig Wealth Management
California
$19.6M +$1.63M +54,168 +9%
Qube Research & Technologies (QRT)
54
Qube Research & Technologies (QRT)
United Kingdom
$19.3M -$3.94M -130,736 -17%
CCFM
55
Clear Creek Financial Management
Washington
$19.2M +$755K +25,047 +4%
Bank of America
56
Bank of America
North Carolina
$18.7M +$2.78M +92,251 +17%
T
57
TrueFG
Texas
$18.5M +$2.08M +68,899 +13%
PAS
58
Park Avenue Securities
New York
$17.8M +$8.04M +266,589 +81%
BlackRock
59
BlackRock
New York
$17.6M +$3.02M +100,203 +20%
WI
60
WrapManager Inc
California
$17.6M -$588K -19,490 -3%
PI
61
PFS Investments
Georgia
$17.5M +$435K +14,437 +3%
Cambridge Investment Research Advisors
62
Cambridge Investment Research Advisors
Iowa
$17.4M +$549K +18,205 +3%
AC
63
Alexandria Capital
Virginia
$16.8M +$848K +28,120 +5%
WFS
64
Weitzel Financial Services
Iowa
$15.7M +$274K +9,093 +2%
WP
65
WealthPLAN Partners
Nebraska
$15.5M +$1.32M +43,937 +9%
TWM
66
Trinity Wealth Management
Pennsylvania
$14.4M -$9.12M -302,639 -39%
GSWM
67
Golden State Wealth Management
California
$13.4M +$809K +26,830 +6%
Jane Street
68
Jane Street
New York
$12.9M -$1.15M -38,060 -8%
SA
69
Stewardship Advisors
Pennsylvania
$12.8M -$107K -3,550 -0.8%
UBS Group
70
UBS Group
Switzerland
$12.5M -$152K -5,041 -1%
JSL
71
JT Stratford LLC
Georgia
$12.3M -$755K -25,052 -6%
OMC
72
Old Mission Capital
Illinois
$12.1M +$2.34M +77,561 +24%
PFG
73
PAX Financial Group
Texas
$12.1M +$1.55M +51,292 +14%
MIAN
74
Mariner Independent Advisor Network
Kansas
$12M -$4.21M -139,502 -26%
LFG
75
Larson Financial Group
Missouri
$10.9M +$886K +29,399 +9%