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State Street SPDR Portfolio Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MW
76
Mueller Wealth
Wisconsin
$21.8M +$2.31M +89,709 +12%
MGIA
77
Moneta Group Investment Advisors
Missouri
$21.8M +$644K +24,982 +3%
MML Investors Services
78
MML Investors Services
Massachusetts
$20.1M +$138K +5,358 +0.7%
MCC
79
Money Concepts Capital
Florida
$19.5M +$115K +4,470 +0.6%
IWM
80
IHT Wealth Management
Illinois
$19.2M -$405K -15,680 -2%
AQR Capital Management
81
AQR Capital Management
Connecticut
$18.8M +$3.85M +149,213 +25%
WFS
82
Weitzel Financial Services
Iowa
$18.2M +$429K +16,614 +2%
KCAM
83
Kagan Cocozza Asset Management
New Jersey
$17.9M -$1.09M -42,370 -6%
AO
84
Advisor OS
Illinois
$17.6M +$17.3M +671,505 +3,979%
CIM
85
Capital Investment Management
Missouri
$17.2M +$1.82M +70,511 +12%
Wells Fargo
86
Wells Fargo
California
$16.7M -$1.55M -60,165 -8%
TVAMP
87
Tennessee Valley Asset Management Partners
Tennessee
$16.5M +$6.03M +233,738 +57%
NB
88
Nicolet Bankshares
Wisconsin
$16.2M +$16.3M +632,970 New
PAS
89
Park Avenue Securities
New York
$15.6M +$15.7M +609,551 New
B
90
Bensler
Washington
$15.3M -$4.84M -187,505 -24%
Corient Private Wealth
91
Corient Private Wealth
Florida
$15M -$3.94M -152,834 -21%
BPA
92
Beacon Pointe Advisors
California
$14.7M +$139K +5,394 +0.9%
SWM
93
SigFig Wealth Management
California
$14.6M +$943K +36,566 +7%
Stifel Financial
94
Stifel Financial
Missouri
$14.6M -$122K -4,721 -0.8%
UBS Group
95
UBS Group
Switzerland
$13.6M +$3.85M +149,044 +39%
SW
96
Simplicity Wealth
New Jersey
$13.6M +$3.08M +119,317 +29%
CRFG
97
Columbia River Financial Group
Washington
$13.5M +$658K +25,497 +5%
FPFC
98
Financial Planning Fort Collins
Colorado
$13.4M +$1.77M +68,704 +15%
CF
99
Cyr Financial
Illinois
$13.1M +$1.01M +39,167 +8%
ARG
100
Advisory Resource Group
Oklahoma
$13M +$861K +33,371 +7%