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State Street SPDR Portfolio Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TFA
51
Tobias Financial Advisors
Florida
$18.9M +$2.14M +85,756 +12%
MML Investors Services
52
MML Investors Services
Massachusetts
$18.8M +$2.65M +106,475 +16%
Creative Planning
53
Creative Planning
Kansas
$18.8M -$389K -15,605 -2%
AA
54
Advisory Alpha
Michigan
$18.7M -$66.7K -2,676 -0.3%
WA
55
Waverly Advisors
Alabama
$18.6M -$4.9M -196,602 -20%
GWP
56
Gateway Wealth Partners
Wisconsin
$18.2M -$1.24M -49,770 -6%
GWAG
57
Garrett Wealth Advisory Group
Texas
$17.2M +$476K +19,120 +3%
IWM
58
IHT Wealth Management
Illinois
$16.8M +$1.4M +56,010 +9%
OIA
59
OneDigital Investment Advisors
Kansas
$16.4M +$2.34M +93,767 +16%
CL
60
Choreo LLC
Illinois
$16.3M +$4.18M +167,888 +33%
US Bancorp
61
US Bancorp
Minnesota
$15.8M +$2.3M +92,144 +17%
LFG
62
Larson Financial Group
Missouri
$15.7M +$1.1M +44,282 +7%
RI
63
Rinkey Investments
California
$15.4M +$2.64M +106,021 +20%
MGIA
64
Moneta Group Investment Advisors
Missouri
$15.4M -$442K -17,723 -3%
FSG
65
Financial Strategies Group
Michigan
$15.3M +$247K +9,914 +2%
Envestnet Portfolio Solutions
66
Envestnet Portfolio Solutions
Illinois
$15.1M +$15.5M +621,864 New
LEFP
67
Leading Edge Financial Planning
Tennessee
$14.9M +$2.47M +99,070 +19%
B
68
Bensler
Washington
$14.6M +$8.05M +323,258 +116%
Mariner
69
Mariner
Kansas
$14.5M +$479K +19,222 +3%
TWM
70
Trinity Wealth Management
Pennsylvania
$14.3M +$740K +29,700 +5%
Cambridge Investment Research Advisors
71
Cambridge Investment Research Advisors
Iowa
$14.2M +$1.32M +52,893 +10%
WP
72
WealthPLAN Partners
Nebraska
$13.9M +$199K +7,992 +1%
WWA
73
WCG Wealth Advisors
Nevada
$13.9M -$3.22M -129,363 -19%
RJFSA
74
Raymond James Financial Services Advisors
Florida
$13.5M +$1.26M +50,378 +10%
BCM
75
Beaumont Capital Management
Massachusetts
$13M