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State Street SPDR Portfolio Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
101
UBS Group
Switzerland
$10.7M -$2.88M -112,711 -21%
AP
102
Appleton Partners
Massachusetts
$10.6M +$820K +32,153 +8%
IWC
103
Integrated Wealth Concepts
Massachusetts
$10.2M +$8.44M +330,691 +476%
EFL
104
ERn Financial LLC
Wisconsin
$10.1M +$998K +39,118 +11%
TCM
105
Towercrest Capital Management
Pennsylvania
$9.97M -$12.2K -479 -0.1%
RIM
106
Rockbridge Investment Management
New York
$9.7M -$823K -32,276 -8%
Northwestern Mutual Wealth Management
107
Northwestern Mutual Wealth Management
Wisconsin
$9.68M +$422K +16,559 +5%
ASW
108
Astoria Strategic Wealth
Texas
$9.56M -$237K -9,304 -2%
NS
109
NBC Securities
Alabama
$9.38M +$409K +16,035 +5%
Neuberger Berman Group
110
Neuberger Berman Group
New York
$9.32M -$578K -22,642 -6%
RA
111
RFG Advisory
Alabama
$9.18M +$234K +9,163 +3%
TC
112
Trilogy Capital
California
$9.13M -$47.7M -1,871,729 -84%
TCWM
113
Total Clarity Wealth Management
Illinois
$8.88M +$3.9M +152,978 +78%
AWMG
114
Alliance Wealth Management Group
New Jersey
$8.64M -$194K -7,589 -2%
ZF
115
Zhang Financial
Michigan
$8.55M +$47.8K +1,872 +0.6%
HighTower Advisors
116
HighTower Advisors
Illinois
$8.43M -$2.16M -84,529 -20%
SEIA
117
Signature Estate & Investment Advisors
California
$8.33M +$26.7K +1,048 +0.3%
PWM
118
Perigon Wealth Management
California
$8.19M +$463K +18,134 +6%
PFA
119
Pure Financial Advisors
California
$8.16M +$523K +20,492 +7%
TF
120
Tenzing Financial
Virginia
$8.12M -$400K -15,661 -5%
GWM
121
Geneos Wealth Management
Colorado
$8.1M +$867K +33,998 +12%
FWI
122
Facet Wealth Inc
Maryland
$8.06M -$480K -18,833 -6%
BCI
123
Brinker Capital Investments
Pennsylvania
$8.06M +$666K +26,103 +9%
CAPTRUST Financial Advisors
124
CAPTRUST Financial Advisors
North Carolina
$8.04M -$50.2K -1,966 -0.6%
CRFG
125
Columbia River Financial Group
Washington
$8.01M -$5.48M -214,983 -41%