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State Street SPDR Portfolio Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWP
101
Stratos Wealth Partners
Ohio
$6.06M +$573K +19,007 +10%
BWFA
102
Baltimore-Washington Financial Advisors
Maryland
$6.04M -$132K -4,388 -2%
DA
103
Detalus Advisors
Missouri
$5.85M +$1.23M +40,929 +26%
PAS
104
Park Avenue Securities
New York
$5.7M +$4.32M +143,282 +292%
JCM
105
Jacobi Capital Management
Pennsylvania
$5.59M -$73.9K -2,449 -1%
UWM
106
USAdvisors Wealth Management
Minnesota
$5.5M +$2.44M +80,784 +77%
FPWM
107
FSB Premier Wealth Management
Iowa
$5.27M -$521K -17,266 -9%
AP
108
Appleton Partners
Massachusetts
$5.06M +$372K +12,336 +8%
Cetera Investment Advisers
109
Cetera Investment Advisers
Illinois
$5M +$27.5K +912 +0.5%
RJFSA
110
Raymond James Financial Services Advisors
Florida
$4.83M -$4.55M -150,890 -48%
VFA
111
Voya Financial Advisors
Connecticut
$4.71M +$4.79M +158,870 New
VAG
112
VisionPoint Advisory Group
Texas
$4.53M +$735K +24,374 +19%
FFG
113
Fullen Financial Group
Ohio
$4.53M +$55.6K +1,844 +1%
ARG
114
Advisory Resource Group
Oklahoma
$4.19M -$12.3K -407 -0.3%
C
115
Clearshares
New York
$4.11M +$4.18M +138,436 New
IWM
116
IHT Wealth Management
Illinois
$4.09M +$1.16M +38,368 +39%
LWPC
117
Legacy Wealth Partners (California)
California
$4M +$817K +27,083 +25%
RWM
118
Ritholtz Wealth Management
New York
$3.91M -$21.5K -713 -0.5%
GVAG
119
Great Valley Advisor Group
Delaware
$3.9M +$2.99M +98,960 +305%
HI
120
Horizon Investments
North Carolina
$3.88M -$3.66M -121,426 -48%
RC
121
Roundview Capital
New Jersey
$3.85M +$32.2K +1,067 +0.8%
EFL
122
ERn Financial LLC
Wisconsin
$3.83M +$127K +4,207 +3%
WP
123
WealthShield Partners
North Carolina
$3.64M -$92.6K -3,070 -2%
SEIA
124
Signature Estate & Investment Advisors
California
$3.64M +$276K +9,144 +8%
CIC
125
Carnegie Investment Counsel
Ohio
$3.59M +$277K +9,194 +8%