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State Street SPDR Portfolio Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CF
51
Convergence Financial
Missouri
$28.8M +$98.5K +3,895 +0.3%
APC
52
Aspire Private Capital
North Carolina
$28.5M +$7.61M +300,993 +37%
CCFM
53
Clear Creek Financial Management
Washington
$28.1M -$3.01M -119,211 -10%
MD
54
Money Design
Japan
$28.1M +$1.31M +51,742 +5%
AWA
55
Arete Wealth Advisors
Illinois
$27.8M +$3.16M +124,810 +13%
Mariner
56
Mariner
Kansas
$27.7M -$9.75M -385,508 -26%
T
57
TrueFG
Texas
$27.4M +$249K +9,844 +0.9%
LPAM
58
Lodestar Private Asset Management
California
$27.1M +$821K +32,491 +3%
UBS Group
59
UBS Group
Switzerland
$26.9M +$3.4M +134,506 +15%
IWM
60
IHT Wealth Management
Illinois
$26.5M -$2.16M -85,619 -8%
CIC
61
Cutler Investment Counsel
Oregon
$26.2M +$950K +37,573 +4%
Cambridge Investment Research Advisors
62
Cambridge Investment Research Advisors
Iowa
$25.4M +$4.9M +193,847 +24%
AP
63
Americana Partners
Texas
$24.6M +$1.63M +64,335 +7%
RWM
64
Reston Wealth Management
Virginia
$23.8M +$197K +7,801 +0.8%
AA
65
Advisory Alpha
Michigan
$23.3M +$912K +36,091 +4%
BA
66
Bristlecone Advisors
Washington
$23.2M -$550K -21,752 -2%
WFPG
67
Waller Financial Planning Group
Ohio
$22.4M +$360K +14,232 +2%
B
68
Bensler
Washington
$22.4M -$3.5M -138,391 -14%
LEFP
69
Leading Edge Financial Planning
Tennessee
$21.6M +$828K +32,742 +4%
AC
70
Apella Capital
Connecticut
$21.2M +$8.28M +327,649 +64%
MML Investors Services
71
MML Investors Services
Massachusetts
$20.9M +$2.22M +87,948 +12%
WIM
72
WealthPlan Investment Management
Nebraska
$20.8M +$1.07M +42,188 +5%
PWPS
73
Pinnacle Wealth Planning Services
Ohio
$20.3M +$472K +18,678 +2%
Rockefeller Capital Management
74
Rockefeller Capital Management
New York
$20.3M +$97.9K +3,873 +0.5%
Jones Financial Companies
75
Jones Financial Companies
Missouri
$19.8M +$1.97M +78,021 +11%