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State Street SPDR Portfolio Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MD
51
Money Design
Japan
$27.2M -$2.44M -96,104 -8%
RWM
52
Reston Wealth Management
Virginia
$27.2M +$297K +11,683 +1%
Cetera Investment Advisers
53
Cetera Investment Advisers
Illinois
$27M +$221K +8,706 +0.8%
B
54
Bensler
Washington
$26.7M +$2.63M +103,502 +11%
CF
55
Convergence Financial
Missouri
$26.3M -$11.9M -468,261 -31%
OIA
56
OneDigital Investment Advisors
Kansas
$26.3M -$5.82M -228,838 -18%
T
57
TrueFG
Texas
$25.8M +$1.45M +56,928 +6%
LPAM
58
Lodestar Private Asset Management
California
$25.4M +$2.37M +93,398 +10%
BNP Paribas Financial Markets
59
BNP Paribas Financial Markets
France
$25.1M -$114K -4,487 -0.4%
BA
60
Bristlecone Advisors
Washington
$24.6M +$853K +33,566 +4%
WFPG
61
Waller Financial Planning Group
Ohio
$23.2M +$30.2K +1,189 +0.1%
HWA
62
Heartwood Wealth Advisors
Virginia
$22.9M +$41.1K +1,615 +0.2%
HighTower Advisors
63
HighTower Advisors
Illinois
$21.9M +$11.2M +440,089 +101%
CCFM
64
Clear Creek Financial Management
Washington
$21.8M +$573K +22,525 +3%
AWA
65
Arete Wealth Advisors
Illinois
$21.6M +$2.11M +82,811 +11%
Bank of New York Mellon
66
Bank of New York Mellon
New York
$21.5M +$871K +34,277 +4%
BS
67
Banco Santander
Spain
$21.4M +$311K +12,221 +1%
CIC
68
Cutler Investment Counsel
Oregon
$21.2M +$3.84M +151,162 +22%
Envestnet Portfolio Solutions
69
Envestnet Portfolio Solutions
Illinois
$21.2M -$13M -511,126 -38%
AA
70
Advisory Alpha
Michigan
$21M +$1.7M +66,934 +9%
Wells Fargo
71
Wells Fargo
California
$20.1M -$10.1M -396,341 -33%
LEFP
72
Leading Edge Financial Planning
Tennessee
$19.4M -$17.3M -679,441 -47%
Janney Montgomery Scott
73
Janney Montgomery Scott
Pennsylvania
$19.3M -$556K -21,878 -3%
Cambridge Investment Research Advisors
74
Cambridge Investment Research Advisors
Iowa
$18.9M -$679K -26,715 -3%
WIM
75
WealthPlan Investment Management
Nebraska
$18.7M +$2.09M +82,167 +12%