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State Street SPDR Portfolio Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RIM
101
Rockbridge Investment Management
New York
$7.36M -$19.8K -663 -0.3%
UWM
102
USAdvisors Wealth Management
Minnesota
$7M +$1.42M +47,647 +26%
CGFA
103
Colton Groome Financial Advisors
North Carolina
$6.5M +$115K +3,843 +2%
DA
104
Detalus Advisors
Missouri
$6.38M +$456K +15,290 +8%
HFS
105
Horizon Financial Services
North Carolina
$6.16M +$6.12M +205,312 New
FWI
106
Facet Wealth Inc
Maryland
$6.1M -$38.1K -1,277 -0.6%
IA
107
IFG Advisory
Georgia
$6.04M +$4.92M +165,068 +456%
BWFA
108
Baltimore-Washington Financial Advisors
Maryland
$5.96M -$148K -4,967 -2%
JCM
109
Jacobi Capital Management
Pennsylvania
$5.96M +$297K +9,962 +5%
AF
110
Advisornet Financial
Minnesota
$5.73M -$755K -25,322 -12%
TC
111
TownSquare Capital
Utah
$5.72M -$93.4M -3,130,931 -94%
Cetera Investment Advisers
112
Cetera Investment Advisers
Illinois
$5.71M +$651K +21,824 +13%
AP
113
Appleton Partners
Massachusetts
$5.36M +$242K +8,103 +5%
GM
114
GeoWealth Management
Illinois
$5.34M +$1.77M +59,440 +50%
FPWM
115
FSB Premier Wealth Management
Iowa
$5.19M -$150K -5,024 -3%
CAN
116
Cetera Advisor Networks
California
$5.04M +$5.01M +168,061 New
GVAG
117
Great Valley Advisor Group
Delaware
$4.99M +$1.04M +34,956 +27%
SFA
118
Source Financial Advisors
New York
$4.95M +$1.75M +58,803 +55%
PWP
119
Personal Wealth Partners
Minnesota
$4.72M +$2.03M +68,087 +76%
FFG
120
Fullen Financial Group
Ohio
$4.44M -$144K -4,816 -3%
EFL
121
ERn Financial LLC
Wisconsin
$4.43M +$547K +18,339 +14%
ARC
122
Advisor Resource Council
Texas
$4.41M +$4.38M +146,841 New
VAG
123
VisionPoint Advisory Group
Texas
$4.29M -$297K -9,946 -7%
RC
124
Roundview Capital
New Jersey
$4.05M +$148K +4,978 +4%
RWM
125
Ritholtz Wealth Management
New York
$3.96M -$4.74K -159 -0.1%