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State Street SPDR Portfolio Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
51
Creative Planning
Kansas
$20M -$698K -27,273 -3%
PI
52
PFS Investments
Georgia
$19.7M +$1.87M +73,179 +10%
AA
53
Advisory Alpha
Michigan
$19.5M +$6.95M +271,795 +55%
PAS
54
Park Avenue Securities
New York
$18.9M +$914K +35,727 +5%
T
55
TrueFG
Texas
$18.6M +$929K +36,309 +5%
WWA
56
WCG Wealth Advisors
Nevada
$17.6M +$1.04M +40,470 +6%
TFA
57
Tobias Financial Advisors
Florida
$17.5M +$29.5K +1,153 +0.2%
GWAG
58
Garrett Wealth Advisory Group
Texas
$17.4M +$708K +27,690 +4%
MML Investors Services
59
MML Investors Services
Massachusetts
$16.9M -$3.25M -126,972 -16%
MGIA
60
Moneta Group Investment Advisors
Missouri
$16.5M -$1.78M -69,589 -10%
IWM
61
IHT Wealth Management
Illinois
$16M +$1.19M +46,433 +8%
FSG
62
Financial Strategies Group
Michigan
$16M +$2.44M +95,443 +18%
LFG
63
Larson Financial Group
Missouri
$15.2M +$2.14M +83,556 +16%
OIA
64
OneDigital Investment Advisors
Kansas
$14.7M +$2.04M +79,700 +16%
Mariner
65
Mariner
Kansas
$14.6M +$1.15M +44,850 +8%
WP
66
WealthPLAN Partners
Nebraska
$14.3M +$646K +25,259 +5%
US Bancorp
67
US Bancorp
Minnesota
$14.2M +$2.79M +109,002 +24%
TWM
68
Trinity Wealth Management
Pennsylvania
$14.1M +$798K +31,204 +6%
BCM
69
Beaumont Capital Management
Massachusetts
$13.6M -$2.35M -91,938 -15%
Cambridge Investment Research Advisors
70
Cambridge Investment Research Advisors
Iowa
$13.5M -$850K -33,238 -6%
OMC
71
Old Mission Capital
Illinois
$13.5M +$12.9M +504,103 +1,890%
RI
72
Rinkey Investments
California
$13.3M +$435K +17,019 +3%
IWC
73
Integrated Wealth Concepts
Massachusetts
$13.3M +$12.4M +484,771 +1,181%
ASW
74
Astoria Strategic Wealth
Texas
$13.1M -$141K -5,518 -1%
LEFP
75
Leading Edge Financial Planning
Tennessee
$13M +$1.83M +71,369 +16%