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State Street SPDR Portfolio Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BOC
101
Bull Oak Capital
California
$10.4M -$2.82M -112,959 -21%
RA
102
RFG Advisory
Alabama
$10.4M -$452K -18,143 -4%
UCFA
103
United Capital Financial Advisors
Texas
$10.3M -$76K -3,050 -0.7%
OFS
104
OneAscent Financial Services
Alabama
$10.2M -$2.28M -91,308 -18%
GKWIM
105
Gerber Kawasaki Wealth & Investment Management
California
$10M -$53M -2,126,302 -84%
PFG
106
PAX Financial Group
Texas
$9.92M +$86K +3,451 +0.9%
VPP
107
Vertex Planning Partners
Illinois
$9.69M +$3.76M +150,789 +64%
TCM
108
Towercrest Capital Management
Pennsylvania
$9.61M +$106K +4,272 +1%
UF
109
Univest Financial
Pennsylvania
$9.58M +$443K +17,779 +5%
DC
110
Destiny Capital
Colorado
$9.34M -$116K -4,672 -1%
CWM
111
Cahaba Wealth Management
Georgia
$9.09M +$1.02M +40,932 +13%
LL
112
LWMG LLC
Minnesota
$9.03M +$457K +18,348 +5%
HighTower Advisors
113
HighTower Advisors
Illinois
$8.83M -$209K -8,377 -2%
EIA
114
Eldridge Investment Advisors
New Hampshire
$8.54M -$596K -23,915 -7%
TA
115
TrueWealth Advisors
Alabama
$8.52M -$767K -30,761 -8%
SC
116
Savant Capital
Illinois
$8.51M +$1.52M +61,027 +22%
IWC
117
Integrated Wealth Concepts
Massachusetts
$8.08M -$600K -24,066 -7%
BWA
118
Burt Wealth Advisors
Maryland
$8.06M -$214K -8,585 -3%
VAG
119
VisionPoint Advisory Group
Texas
$7.81M -$94.9K -3,806 -1%
IPA
120
Investment Planning Advisors
Georgia
$7.73M +$7.68M +308,093 New
AWMG
121
Alliance Wealth Management Group
New Jersey
$7.7M +$326K +13,094 +4%
SEIA
122
Signature Estate & Investment Advisors
California
$7.69M +$238K +9,547 +3%
TVAMP
123
Tennessee Valley Asset Management Partners
Tennessee
$7.4M +$221K +8,850 +3%
CWM
124
CIBC World Markets
New York
$7.35M +$158K +6,335 +2%
PFA
125
Pure Financial Advisors
California
$7.31M +$69.3K +2,782 +1%