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State Street SPDR Portfolio Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WMS
101
Wealth Management Solutions
Pennsylvania
$7.38M +$580K +20,305 +8%
BFA
102
Brown Financial Advisory
Alabama
$7.35M +$5.47M +191,481 +262%
LA
103
LexAurum Advisors
Kansas
$7.33M -$2.31M -80,889 -23%
FAIM
104
Financial Advocates Investment Management
Washington
$7.22M -$4.96M -173,480 -40%
TA
105
TrueWealth Advisors
Alabama
$7.22M
NAS
106
Nicolet Advisory Services
Wisconsin
$7.2M -$264K -9,240 -3%
RIM
107
Rockbridge Investment Management
New York
$7.16M +$262K +9,174 +4%
FFS
108
Founders Financial Securities
Maryland
$7.08M +$3.35M +117,256 +85%
AFS
109
Amtrust Financial Services
New York
$6.96M
PFA
110
Pure Financial Advisors
California
$6.73M +$204K +7,135 +3%
BOC
111
Bull Oak Capital
California
$6.63M +$1.45M +50,859 +27%
SA
112
Stewardship Advisors
Pennsylvania
$6.44M -$6.23M -217,948 -48%
Cetera Investment Advisers
113
Cetera Investment Advisers
Illinois
$6.32M -$54.2K -1,898 -0.8%
CAPTRUST Financial Advisors
114
CAPTRUST Financial Advisors
North Carolina
$6.29M -$1.37M -48,079 -18%
TC
115
TownSquare Capital
Utah
$6.05M +$141K +4,922 +2%
BWFA
116
Baltimore-Washington Financial Advisors
Maryland
$6.04M +$674K +23,592 +13%
FWI
117
Facet Wealth Inc
Maryland
$5.93M +$297K +10,406 +5%
US Bancorp
118
US Bancorp
Minnesota
$5.87M -$174K -6,090 -3%
AP
119
Appleton Partners
Massachusetts
$5.66M +$227K +7,959 +4%
PFA
120
Peak Financial Advisors
Colorado
$5.64M +$176K +6,148 +3%
IA
121
IFG Advisory
Georgia
$5.51M -$756K -26,463 -12%
EGA
122
E&G Advisors
Texas
$5.43M -$576K -20,159 -9%
AWA
123
Aquire Wealth Advisors
Utah
$4.95M -$2.69K -94 -0.1%
AMR
124
Asset Management Resources
Massachusetts
$4.95M +$1.9M +66,374 +59%
FPWM
125
FSB Premier Wealth Management
Iowa
$4.84M -$240K -8,395 -4%