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State Street SPDR Portfolio Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
76
Bank of America
North Carolina
$17.5M -$2.4M -93,072 -12%
WIM
77
WealthPlan Investment Management
Nebraska
$17.4M +$17.2M +667,526 New
MML Investors Services
78
MML Investors Services
Massachusetts
$17.4M +$245K +9,519 +1%
BOC
79
Bull Oak Capital
California
$17M +$6.03M +234,041 +56%
Creative Planning
80
Creative Planning
Kansas
$15.8M -$621K -24,121 -4%
LFG
81
Larson Financial Group
Missouri
$15.7M -$1.27M -49,249 -8%
RI
82
Rinkey Investments
California
$15.2M -$1.25M -48,384 -8%
AP
83
Americana Partners
Texas
$15.1M -$129K -5,009 -0.9%
BCM
84
Beaumont Capital Management
Massachusetts
$14.9M
CL
85
Choreo LLC
Illinois
$14.5M -$1.42M -55,213 -9%
CFG
86
Copley Financial Group
California
$14.3M +$14.1M +548,400 New
ACP
87
Aveo Capital Partners
Colorado
$14.3M +$1.4M +54,501 +11%
PCA
88
Prosperity Capital Advisors
Ohio
$14.1M +$8.78M +340,927 +170%
SA
89
Stewardship Advisors
Pennsylvania
$14.1M +$6.66M +258,681 +92%
WFS
90
Weitzel Financial Services
Iowa
$13.6M +$296K +11,488 +2%
AC
91
AIFG Consultants
New York
$13.6M +$10.6K +410 +0.1%
Jane Street
92
Jane Street
New York
$12.3M +$6.65M +258,229 +121%
MGIA
93
Moneta Group Investment Advisors
Missouri
$12.2M -$1.28M -49,656 -10%
WWA
94
WCG Wealth Advisors
Nevada
$12M -$1.79M -69,414 -13%
SWM
95
SigFig Wealth Management
California
$11.9M -$3.27M -127,031 -22%
MPW
96
Melone Private Wealth
Michigan
$11.7M +$604K +23,451 +6%
Stifel Financial
97
Stifel Financial
Missouri
$11.7M +$4.67M +181,397 +68%
LL
98
LWMG LLC
Minnesota
$11.6M +$2.13M +82,801 +23%
HighTower Advisors
99
HighTower Advisors
Illinois
$11.4M +$2.14M +83,182 +24%
TFGT
100
TS Financial Group (TSFG)
Illinois
$11.2M +$312K +12,105 +3%