We are live on ! Find out more
SPAB icon

State Street SPDR Portfolio Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
76
UBS Group
Switzerland
$13.3M +$4.63M +162,187 +51%
PFG
77
PAX Financial Group
Texas
$12.8M +$604K +21,136 +5%
TWM
78
Trinity Wealth Management
Pennsylvania
$12.3M -$1.36M -47,514 -10%
APWA
79
Atlas Private Wealth Advisors
New Jersey
$12.3M +$6.66M +232,939 +112%
MIAN
80
Mariner Independent Advisor Network
Kansas
$12M -$1.46M -51,219 -11%
Ameriprise
81
Ameriprise
Minnesota
$10.7M -$14.1M -495,009 -56%
Bank of America
82
Bank of America
North Carolina
$10.6M -$2.88M -100,751 -21%
RI
83
Rinkey Investments
California
$10.3M +$354K +12,377 +3%
FTA
84
Financial & Tax Architects
Missouri
$10.1M +$9.13M +319,402 +716%
GVAG
85
Great Valley Advisor Group
Delaware
$9.89M +$3.72M +130,228 +58%
PWPS
86
Pinnacle Wealth Planning Services
Ohio
$9.55M -$1.05M -36,906 -10%
TCM
87
Towercrest Capital Management
Pennsylvania
$9.32M -$551K -19,294 -5%
SPA
88
Sentinel Pension Advisors
Massachusetts
$9.13M -$31.2M -1,090,822 -77%
SFG
89
StrategIQ Financial Group
Indiana
$8.7M -$386K -13,509 -4%
AWMG
90
Alliance Wealth Management Group
New Jersey
$8.66M +$255K +8,919 +3%
HI
91
Horizon Investments
North Carolina
$7.92M +$3.54M +123,950 +77%
FWM
92
Focused Wealth Management
New York
$7.87M +$610K +21,362 +8%
DA
93
Detalus Advisors
Missouri
$7.87M +$1.92M +67,319 +31%
VAG
94
VisionPoint Advisory Group
Texas
$7.78M +$6.19M +216,648 +289%
UWM
95
USAdvisors Wealth Management
Minnesota
$7.75M +$655K +22,941 +9%
JCM
96
Jacobi Capital Management
Pennsylvania
$7.59M +$341K +11,930 +5%
BS
97
Banco Santander
Spain
$7.53M -$92.9K -3,253 -1%
GFS
98
GYL Financial Synergies
Connecticut
$7.53M -$374K -13,101 -5%
MPW
99
Melone Private Wealth
Michigan
$7.52M -$197K -6,882 -2%
VBFP
100
Valtinson Bruner Financial Planning
Minnesota
$7.41M +$300K +10,494 +4%