We are live on ! Find out more
SPAB icon

State Street SPDR Portfolio Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FSG
51
Financial Strategies Group
Michigan
$23.1M +$6.88M +272,310 +42%
HWA
52
Heartwood Wealth Advisors
Virginia
$22.5M +$1.7M +67,315 +8%
CCFM
53
Clear Creek Financial Management
Washington
$22.4M +$12.5M +493,427 +125%
Janney Montgomery Scott
54
Janney Montgomery Scott
Pennsylvania
$21.8M -$698K -27,614 -3%
T
55
TrueFG
Texas
$21.8M +$1.05M +41,403 +5%
Toronto Dominion Bank
56
Toronto Dominion Bank
Ontario, Canada
$21.5M +$21.5M +850,000 New
Bank of America
57
Bank of America
North Carolina
$21.3M +$1.89M +74,804 +10%
Mariner
58
Mariner
Kansas
$21.3M +$4.63M +183,197 +28%
LPAM
59
Lodestar Private Asset Management
California
$21.2M +$972K +38,455 +5%
AI
60
Arrien Investments
Idaho
$20.4M -$274K -10,840 -1%
SWM
61
SigFig Wealth Management
California
$19.8M -$4.2M -166,100 -18%
B
62
Bensler
Washington
$19.8M +$2.67M +105,686 +16%
TWM
63
Trinity Wealth Management
Pennsylvania
$19.4M +$4.3M +170,065 +28%
IWM
64
IHT Wealth Management
Illinois
$19.4M +$2.35M +93,067 +14%
BS
65
Banco Santander
Spain
$19.4M +$607K +24,011 +3%
Bank of New York Mellon
66
Bank of New York Mellon
New York
$19.3M -$694K -27,467 -3%
RJFSA
67
Raymond James Financial Services Advisors
Florida
$18.2M -$38.7M -1,529,959 -68%
Envestnet Portfolio Solutions
68
Envestnet Portfolio Solutions
Illinois
$17.5M -$6.33M -250,512 -27%
Cambridge Investment Research Advisors
69
Cambridge Investment Research Advisors
Iowa
$17.4M +$1.06M +41,952 +7%
LFG
70
Larson Financial Group
Missouri
$17.2M +$928K +36,700 +6%
MCC
71
Money Concepts Capital
Florida
$17.2M +$11.1M +438,517 +182%
MML Investors Services
72
MML Investors Services
Massachusetts
$16.9M -$4.38M -173,128 -21%
OIA
73
OneDigital Investment Advisors
Kansas
$16.8M +$346K +13,685 +2%
Creative Planning
74
Creative Planning
Kansas
$16.7M -$1.11M -43,906 -6%
RI
75
Rinkey Investments
California
$15.9M +$161K +6,351 +1%