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State Street SPDR Portfolio Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OMC
76
Old Mission Capital
Illinois
$10.5M -$1.52M -51,188 -13%
TCM
77
Towercrest Capital Management
Pennsylvania
$10.5M -$194K -6,517 -2%
SWP
78
Stratos Wealth Partners
Ohio
$10.4M +$672K +22,603 +7%
LA
79
LexAurum Advisors
Kansas
$10.2M +$1.42M +47,736 +16%
SFG
80
StrategIQ Financial Group
Indiana
$9.67M -$369K -12,415 -4%
UBS Group
81
UBS Group
Switzerland
$9.34M -$3.04M -102,246 -24%
AWMG
82
Alliance Wealth Management Group
New Jersey
$8.96M -$208K -7,008 -2%
SW
83
Simplicity Wealth
New Jersey
$8.56M +$8.6M +289,166 New
MPW
84
Melone Private Wealth
Michigan
$8.51M +$8.54M +287,151 New
GFS
85
GYL Financial Synergies
Connecticut
$8.41M +$7.99M +268,782 +1,777%
NAS
86
Nicolet Advisory Services
Wisconsin
$8.13M -$306K -10,279 -4%
CAPTRUST Financial Advisors
87
CAPTRUST Financial Advisors
North Carolina
$8.13M +$251K +8,426 +3%
BS
88
Banco Santander
Spain
$8.12M +$175K +5,893 +2%
VBFP
89
Valtinson Bruner Financial Planning
Minnesota
$7.82M -$2.58M -86,688 -25%
FWM
90
Focused Wealth Management
New York
$7.75M +$51.5K +1,733 +0.7%
JCM
91
Jacobi Capital Management
Pennsylvania
$7.74M +$4.22M +142,044 +119%
UWM
92
USAdvisors Wealth Management
Minnesota
$7.58M +$324K +10,897 +4%
AFS
93
Amtrust Financial Services
New York
$7.42M
RIM
94
Rockbridge Investment Management
New York
$7.38M +$207K +6,952 +3%
WMS
95
Wealth Management Solutions
Pennsylvania
$7.27M +$7.3M +245,364 New
TA
96
TrueWealth Advisors
Alabama
$7.22M -$860K -28,924 -11%
ZIM
97
Zacks Investment Management
Illinois
$7.13M +$7.16M +240,899 New
PFA
98
Pure Financial Advisors
California
$6.96M -$139K -4,688 -2%
LWAC
99
Laurel Wealth Advisors (California)
California
$6.94M +$6.96M +234,196 New
CSIC
100
Clifford Swan Investment Counsel
California
$6.79M +$2.39M +80,400 +54%