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State Street SPDR Portfolio Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AI
51
Arrien Investments
Idaho
$28.1M +$411K +16,283 +1%
T
52
TrueFG
Texas
$27.1M +$666K +26,404 +3%
MD
53
Money Design
Japan
$26.7M -$1.02M -40,397 -4%
LPAM
54
Lodestar Private Asset Management
California
$26.2M +$203K +8,040 +0.8%
B
55
Bensler
Washington
$25.8M -$1.48M -58,834 -5%
CIC
56
Cutler Investment Counsel
Oregon
$25.1M +$3.4M +134,889 +16%
AWA
57
Arete Wealth Advisors
Illinois
$24.5M +$2.41M +95,364 +11%
OIA
58
OneDigital Investment Advisors
Kansas
$24.4M -$2.52M -99,962 -9%
BA
59
Bristlecone Advisors
Washington
$23.7M -$1.48M -58,795 -6%
RWM
60
Reston Wealth Management
Virginia
$23.6M -$4.14M -164,199 -15%
UBS Group
61
UBS Group
Switzerland
$23.4M +$16.2M +642,670 +235%
Bank of New York Mellon
62
Bank of New York Mellon
New York
$23.3M +$1.3M +51,457 +6%
AP
63
Americana Partners
Texas
$22.9M +$7.36M +291,699 +48%
AA
64
Advisory Alpha
Michigan
$22.3M +$830K +32,891 +4%
WFPG
65
Waller Financial Planning Group
Ohio
$22M -$1.63M -64,652 -7%
BS
66
Banco Santander
Spain
$21.9M +$53.1K +2,105 +0.2%
Envestnet Portfolio Solutions
67
Envestnet Portfolio Solutions
Illinois
$21.5M -$133K -5,256 -0.6%
AO
68
Advisor OS
Illinois
$21.4M +$20.9M +828,830 +7,829%
Jane Street
69
Jane Street
New York
$21.3M +$13.7M +543,447 +186%
APC
70
Aspire Private Capital
North Carolina
$20.8M +$5.93M +234,921 +41%
LEFP
71
Leading Edge Financial Planning
Tennessee
$20.7M +$820K +32,505 +4%
Cambridge Investment Research Advisors
72
Cambridge Investment Research Advisors
Iowa
$20.3M +$1.03M +40,793 +5%
Rockefeller Capital Management
73
Rockefeller Capital Management
New York
$20.1M +$1.24M +49,286 +7%
PWPS
74
Pinnacle Wealth Planning Services
Ohio
$19.8M +$1.01M +40,010 +5%
WIM
75
WealthPlan Investment Management
Nebraska
$19.7M +$530K +21,024 +3%