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State Street SPDR Portfolio Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RA
101
RFG Advisory
Alabama
$11.2M +$408K +15,859 +4%
RIM
102
Rockbridge Investment Management
New York
$11.1M -$483K -18,750 -4%
Jones Financial Companies
103
Jones Financial Companies
Missouri
$11M +$3.43M +133,136 +46%
ASW
104
Astoria Strategic Wealth
Texas
$10.9M -$1.73M -67,052 -14%
GKWIM
105
Gerber Kawasaki Wealth & Investment Management
California
$10.9M +$480K +18,635 +5%
FWI
106
Facet Wealth Inc
Maryland
$10.5M -$30.6M -1,188,195 -74%
UCFA
107
United Capital Financial Advisors
Texas
$10.3M -$417K -16,175 -4%
PFG
108
PAX Financial Group
Texas
$9.69M -$629K -24,429 -6%
VAG
109
VisionPoint Advisory Group
Texas
$9.56M +$1.4M +54,481 +18%
DC
110
Destiny Capital
Colorado
$9.34M -$87.1K -3,381 -0.9%
TCM
111
Towercrest Capital Management
Pennsylvania
$9.28M -$713K -27,677 -7%
CWM
112
Cahaba Wealth Management
Georgia
$9.04M -$424K -16,461 -5%
NFG
113
Northeast Financial Group
Pennsylvania
$9.04M -$1.95M -75,764 -18%
SC
114
Savant Capital
Illinois
$8.9M +$37.2K +1,443 +0.4%
EIA
115
Eldridge Investment Advisors
New Hampshire
$8.86M -$7.99K -310 -0.1%
IWC
116
Integrated Wealth Concepts
Massachusetts
$8.45M +$29.5K +1,146 +0.4%
SHJ
117
Sharkey, Howes & Javer
Colorado
$8.35M +$8.23M +319,467 New
SEIA
118
Signature Estate & Investment Advisors
California
$8.35M +$335K +12,997 +4%
BWA
119
Burt Wealth Advisors
Maryland
$8.28M -$125K -4,863 -2%
IAN
120
Integrated Advisors Network
Texas
$8.24M +$1.26M +48,925 +18%
AWMG
121
Alliance Wealth Management Group
New Jersey
$8.08M +$58.3K +2,263 +0.7%
TVAMP
122
Tennessee Valley Asset Management Partners
Tennessee
$8.06M +$344K +13,340 +5%
IPA
123
Investment Planning Advisors
Georgia
$7.73M
Truist Financial
124
Truist Financial
North Carolina
$7.53M +$189K +7,324 +3%
Commonwealth Equity Services
125
Commonwealth Equity Services
Massachusetts
$7.46M +$1.25M +48,369 +20%