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State Street SPDR Portfolio Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
76
Rockefeller Capital Management
New York
$18.5M +$1.01M +39,654 +6%
PWPS
77
Pinnacle Wealth Planning Services
Ohio
$18.3M +$1.37M +53,876 +8%
MCC
78
Money Concepts Capital
Florida
$18.2M +$909K +35,761 +5%
Creative Planning
79
Creative Planning
Kansas
$17.1M +$2.1M +82,439 +14%
IAA
80
Independent Advisor Alliance
North Carolina
$17.1M +$17.4M +683,559 New
Bank of America
81
Bank of America
North Carolina
$16.9M +$136K +5,349 +0.8%
MML Investors Services
82
MML Investors Services
Massachusetts
$16.5M -$114K -4,471 -0.7%
AP
83
Americana Partners
Texas
$15.1M +$677K +26,621 +5%
RA
84
RFG Advisory
Alabama
$14.7M +$4.01M +157,679 +37%
Jones Financial Companies
85
Jones Financial Companies
Missouri
$14.6M +$4.18M +164,533 +39%
BCM
86
Beaumont Capital Management
Massachusetts
$14.6M +$332K +13,062 +2%
KCAM
87
Kagan Cocozza Asset Management
New Jersey
$14.5M +$14.7M +579,457 New
APC
88
Aspire Private Capital
North Carolina
$14.5M -$4.7M -184,908 -24%
CFG
89
Copley Financial Group
California
$14.3M +$571K +22,441 +4%
RI
90
Rinkey Investments
California
$14.3M -$313K -12,317 -2%
SA
91
Stewardship Advisors
Pennsylvania
$13.7M +$252K +9,929 +2%
WFS
92
Weitzel Financial Services
Iowa
$13.3M +$312K +12,284 +2%
LFG
93
Larson Financial Group
Missouri
$13.2M -$1.84M -72,416 -12%
GSWM
94
Golden State Wealth Management
California
$12.8M +$13M +510,955 New
ACP
95
Aveo Capital Partners
Colorado
$12.4M -$1.26M -49,378 -9%
SWM
96
SigFig Wealth Management
California
$12.3M +$351K +13,818 +3%
Stifel Financial
97
Stifel Financial
Missouri
$12.3M +$1.17M +45,952 +10%
WWA
98
WCG Wealth Advisors
Nevada
$11.7M +$229K +8,995 +2%
JCM
99
Jacobi Capital Management
Pennsylvania
$11.4M +$6.53M +256,664 +128%
CF
100
Collier Financial
Colorado
$11.4M +$11.6M +455,160 New