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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
$21M +$107K +3,738 +0.5%
Truist Financial
52
Truist Financial
North Carolina
$21M -$2.81M -98,219 -12%
IA
53
IFP Advisors
Florida
$20.6M +$8.95M +313,249 +888%
Mercer Global Advisors
54
Mercer Global Advisors
Colorado
$20.6M -$219K -7,653 -1%
PI
55
PFS Investments
Georgia
$20.5M +$1.95M +68,356 +10%
HighTower Advisors
56
HighTower Advisors
Illinois
$19.7M +$871K +30,492 +4%
WAP
57
Wealthcare Advisory Partners
Pennsylvania
$19.3M +$771K +26,989 +4%
SWM
58
SigFig Wealth Management
California
$18.4M -$561K -19,619 -3%
Citadel Advisors
59
Citadel Advisors
Florida
$17.8M +$2.69M +94,275 +17%
T
60
TrueFG
Texas
$17.8M +$185K +6,474 +1%
Cambridge Investment Research Advisors
61
Cambridge Investment Research Advisors
Iowa
$17.5M -$476K -16,651 -3%
EH
62
Equitable Holdings
New York
$17.1M +$15.6M +544,597 +755%
WI
63
WrapManager Inc
California
$16.4M +$1.27M +44,517 +8%
Toronto Dominion Bank
64
Toronto Dominion Bank
Ontario, Canada
$16.3M +$16.8M +587,000 New
AA
65
Advisory Alpha
Michigan
$16.2M -$69.6M -2,436,808 -81%
FSG
66
Financial Strategies Group
Michigan
$15.7M -$6.67M -233,482 -29%
WFS
67
Weitzel Financial Services
Iowa
$15.5M +$273K +9,557 +2%
CFO
68
Capitol Family Office
Oregon
$15M +$14.4M +504,134 +1,355%
LFG
69
Larson Financial Group
Missouri
$14.6M +$2.69M +94,024 +22%
GSWM
70
Golden State Wealth Management
California
$14.5M +$520K +18,214 +4%
WP
71
WealthPLAN Partners
Nebraska
$14.3M -$106K -3,715 -0.7%
WIM
72
WealthPlan Investment Management
Nebraska
$14.3M +$15.4M +537,609 New
Bank of Nova Scotia
73
Bank of Nova Scotia
Ontario, Canada
$13.9M +$14.3M +500,000 New
BCM
74
Beaumont Capital Management
Massachusetts
$13.8M +$82.3K +2,881 +0.6%
AWM
75
AE Wealth Management
Kansas
$13.6M +$1.9M +66,563 +16%