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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
$11.7M -$255K -10,380 -2%
EIA
102
Eldridge Investment Advisors
New Hampshire
$11.7M +$4.5M +183,006 +67%
AP
103
Americana Partners
Texas
$11.6M +$1.36M +55,481 +14%
FFS
104
Founders Financial Securities
Maryland
$11.2M +$498K +20,239 +5%
MPW
105
Melone Private Wealth
Michigan
$11.1M +$1.37M +55,573 +15%
PFG
106
PAX Financial Group
Texas
$10.6M -$526K -21,398 -5%
WFS
107
Weitzel Financial Services
Iowa
$10.2M +$275K +11,159 +3%
CCFM
108
Clear Creek Financial Management
Washington
$10.1M -$1.31M -53,427 -12%
DC
109
Destiny Capital
Colorado
$10M +$9.61M +390,822 New
CAPTRUST Financial Advisors
110
CAPTRUST Financial Advisors
North Carolina
$9.94M +$2.09M +84,855 +28%
NFG
111
Northeast Financial Group
Pennsylvania
$9.9M +$9.5M +386,054 New
AMR
112
Asset Management Resources
Massachusetts
$9.59M +$7.59M +308,705 +472%
TCM
113
Towercrest Capital Management
Pennsylvania
$9.56M -$186K -7,542 -2%
ZIM
114
Zacks Investment Management
Illinois
$9.25M +$7.79M +316,609 +715%
JCM
115
Jacobi Capital Management
Pennsylvania
$8.99M -$13.4K -544 -0.2%
LL
116
LWMG LLC
Minnesota
$8.55M +$252K +10,229 +3%
BWA
117
Burt Wealth Advisors
Maryland
$8.45M +$8.11M +329,735 New
VAG
118
VisionPoint Advisory Group
Texas
$8.37M +$476K +19,342 +6%
UF
119
Univest Financial
Pennsylvania
$8.26M -$312K -12,675 -4%
CWM
120
Cahaba Wealth Management
Georgia
$8.18M +$2.2M +89,299 +39%
ARC
121
Advisor Resource Council
Texas
$8.04M +$7.37M +299,510 +2,108%
SFS
122
Security Financial Services
Indiana
$7.51M +$1.33M +54,008 +23%
RWA
123
Rainsberger Wealth Advisors
Colorado
$7.47M +$7.17M +291,475 New
SC
124
Savant Capital
Illinois
$7.47M -$2.82M -114,595 -28%
IAN
125
Integrated Advisors Network
Texas
$7.43M -$291K -11,833 -4%