We are live on ! Find out more
SPAB icon

State Street SPDR Portfolio Aggregate Bond ETF
SPAB

Name Holding Trade Value Shares
Change 		Change in
Stake
CL
76
Choreo LLC
Illinois
$15.8M -$224K -8,841 -1%
CAN
77
Cetera Advisor Networks
California
$15.3M +$594K +23,481 +4%
WP
78
WealthPLAN Partners
Nebraska
$14.8M -$182K -7,185 -1%
PWPS
79
Pinnacle Wealth Planning Services
Ohio
$14.5M +$599K +23,684 +4%
LWMG
80
Levy Wealth Management Group
Pennsylvania
$14.5M – – –
BCM
81
Beaumont Capital Management
Massachusetts
$14.5M +$1.09M +43,194 +8%
MGIA
82
Moneta Group Investment Advisors
Missouri
$14.2M -$1.53M -60,356 -10%
AC
83
AIFG Consultants
New York
$13.7M +$664K +26,245 +5%
BOC
84
Bull Oak Capital
California
$13.4M +$8.45M +334,226 +172%
CIC
85
Cutler Investment Counsel
Oregon
$12.9M +$413K +16,330 +3%
CF
86
Convergence Financial
Missouri
$12.9M -$1.3M -51,590 -9%
CAAM
87
Cornerstone Advisors Asset Management
Pennsylvania
$12.8M +$699K +27,630 +6%
AP
88
Americana Partners
Texas
$12.7M +$1.25M +49,324 +11%
OFS
89
OneAscent Financial Services
Alabama
$12.6M -$1.51M -59,922 -11%
WFS
90
Weitzel Financial Services
Iowa
$12.6M +$2.57M +101,704 +25%
ACP
91
Aveo Capital Partners
Colorado
$12.4M +$253K +9,989 +2%
ASW
92
Astoria Strategic Wealth
Texas
$12.4M -$246K -9,731 -2%
APC
93
Aspire Private Capital
North Carolina
$12.3M +$520K +20,584 +4%
WWA
94
WCG Wealth Advisors
Nevada
$12.1M -$709K -28,055 -6%
RIM
95
Rockbridge Investment Management
New York
$11.3M -$194K -7,691 -2%
RA
96
RFG Advisory
Alabama
$10.9M -$8.19M -324,089 -43%
NFG
97
Northeast Financial Group
Pennsylvania
$10.8M +$1.02M +40,202 +10%
MPW
98
Melone Private Wealth
Michigan
$10.8M -$134K -5,301 -1%
UCFA
99
United Capital Financial Advisors
Texas
$10.4M -$1.1M -43,345 -9%
PFG
100
PAX Financial Group
Texas
$9.91M -$688K -27,222 -6%
2 3
4
5 6