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State Street SPDR Portfolio Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FSG
51
Financial Strategies Group
Michigan
$23.2M -$8.43K -338 -0%
BA
52
Bristlecone Advisors
Washington
$23.1M -$1.45M -58,371 -6%
WFPG
53
Waller Financial Planning Group
Ohio
$23M +$166K +6,667 +0.7%
HWA
54
Heartwood Wealth Advisors
Virginia
$22.8M +$383K +15,370 +2%
T
55
TrueFG
Texas
$22.6M +$934K +37,491 +4%
LPAM
56
Lodestar Private Asset Management
California
$22.1M +$1.05M +42,016 +5%
AI
57
Arrien Investments
Idaho
$22M +$1.79M +71,750 +9%
B
58
Bensler
Washington
$22M +$2.36M +94,653 +12%
Janney Montgomery Scott
59
Janney Montgomery Scott
Pennsylvania
$20.7M -$1.01M -40,692 -5%
Bank of New York Mellon
60
Bank of New York Mellon
New York
$20.5M +$1.36M +54,427 +7%
IWM
61
IHT Wealth Management
Illinois
$20.3M +$991K +39,775 +5%
CCFM
62
Clear Creek Financial Management
Washington
$20.2M -$2.05M -82,118 -9%
TWM
63
Trinity Wealth Management
Pennsylvania
$20M +$744K +29,832 +4%
CAAM
64
Cornerstone Advisors Asset Management
Pennsylvania
$19.2M +$6.45M +258,721 +51%
Bank of America
65
Bank of America
North Carolina
$19.1M -$2M -80,385 -10%
RJFSA
66
Raymond James Financial Services Advisors
Florida
$18.2M +$207K +8,288 +1%
BS
67
Banco Santander
Spain
$18.1M -$1.19M -47,739 -6%
Cambridge Investment Research Advisors
68
Cambridge Investment Research Advisors
Iowa
$17.5M +$313K +12,571 +2%
Envestnet Portfolio Solutions
69
Envestnet Portfolio Solutions
Illinois
$17.5M +$113K +4,518 +0.7%
MCC
70
Money Concepts Capital
Florida
$17.4M +$354K +14,198 +2%
AA
71
Advisory Alpha
Michigan
$17.4M +$10.6M +425,386 +159%
Rockefeller Capital Management
72
Rockefeller Capital Management
New York
$17.2M -$14.5M -582,150 -46%
CF
73
Convergence Financial
Missouri
$17M +$4.23M +169,836 +33%
MML Investors Services
74
MML Investors Services
Massachusetts
$16.5M -$339K -13,591 -2%
LFG
75
Larson Financial Group
Missouri
$16.3M -$745K -29,898 -4%