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State Street SPDR Portfolio Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IWM
76
IHT Wealth Management
Illinois
$19.7M -$1.23M -47,657 -6%
MW
77
Mueller Wealth
Wisconsin
$19.6M +$19.7M +761,684 New
MCC
78
Money Concepts Capital
Florida
$19.5M +$1.11M +42,777 +6%
KCAM
79
Kagan Cocozza Asset Management
New Jersey
$19.1M +$2.64M +101,907 +16%
Corient Private Wealth
80
Corient Private Wealth
Florida
$19M +$19.1M +739,599 New
Wells Fargo
81
Wells Fargo
California
$18.4M +$1.42M +54,911 +8%
WFS
82
Weitzel Financial Services
Iowa
$17.9M +$490K +18,932 +3%
MFG
83
MidWestOne Financial Group
Iowa
$16.3M +$3.63M +140,396 +29%
CIM
84
Capital Investment Management
Missouri
$15.5M +$15.6M +601,986 New
AQR Capital Management
85
AQR Capital Management
Connecticut
$15.1M -$42.1K -1,625 -0.3%
Stifel Financial
86
Stifel Financial
Missouri
$14.8M +$558K +21,543 +4%
BPA
87
Beacon Pointe Advisors
California
$14.7M +$623K +24,059 +4%
SWM
88
SigFig Wealth Management
California
$13.8M +$657K +25,391 +5%
GSWM
89
Golden State Wealth Management
California
$13M +$14.4K +556 +0.1%
CRFG
90
Columbia River Financial Group
Washington
$13M +$1.14M +44,097 +10%
CL
91
Choreo LLC
Illinois
$12.7M -$1.22M -47,081 -9%
Citadel Advisors
92
Citadel Advisors
Florida
$12.6M +$12.7M +490,966 New
RA
93
RFG Advisory
Alabama
$12.4M -$22.6K -872 -0.2%
GWP
94
Gateway Wealth Partners
Wisconsin
$12.3M +$2.31M +89,347 +23%
ARG
95
Advisory Resource Group
Oklahoma
$12.2M +$673K +25,991 +6%
CF
96
Cyr Financial
Illinois
$12.1M +$2.32M +89,755 +24%
CFG
97
Copley Financial Group
California
$12M -$706K -27,277 -6%
RWS
98
Rochester Wealth Strategies
Michigan
$11.7M +$791K +30,557 +7%
FPFC
99
Financial Planning Fort Collins
Colorado
$11.6M +$11.7M +452,243 New
SA
100
Stewardship Advisors
Pennsylvania
$11.3M -$4.18M -161,625 -27%