We are live on ! Find out more
SPAB icon

State Street SPDR Portfolio Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ACP
101
Aveo Capital Partners
Colorado
$11.4M -$1.16M -45,920 -9%
TFGT
102
TS Financial Group (TSFG)
Illinois
$11.3M +$93.9K +3,722 +0.9%
RIM
103
Rockbridge Investment Management
New York
$11M +$213K +8,445 +2%
RWS
104
Rochester Wealth Strategies
Michigan
$10.9M +$10.8M +426,404 New
MGIA
105
Moneta Group Investment Advisors
Missouri
$10.8M -$567K -22,467 -5%
ASW
106
Astoria Strategic Wealth
Texas
$10.5M -$29.4K -1,166 -0.3%
WWA
107
WCG Wealth Advisors
Nevada
$10.5M -$1.46M -57,800 -12%
GKWIM
108
Gerber Kawasaki Wealth & Investment Management
California
$10.4M -$796K -31,560 -7%
OFS
109
OneAscent Financial Services
Alabama
$10.2M +$119K +4,714 +1%
HighTower Advisors
110
HighTower Advisors
Illinois
$10M -$12.2M -482,950 -55%
PCA
111
Prosperity Capital Advisors
Ohio
$9.77M +$146K +5,780 +2%
FWI
112
Facet Wealth Inc
Maryland
$9.77M -$260K -10,305 -3%
FHA
113
Flagship Harbor Advisors
Massachusetts
$9.5M +$799K +31,668 +9%
TCM
114
Towercrest Capital Management
Pennsylvania
$9.2M +$162K +6,418 +2%
CWM
115
Cahaba Wealth Management
Georgia
$9.16M -$108K -4,272 -1%
UCFA
116
United Capital Financial Advisors
Texas
$9.15M +$20.2K +802 +0.2%
CAG
117
Crestwood Advisors Group
Massachusetts
$9.11M -$1.51M -59,865 -14%
SC
118
Savant Capital
Illinois
$8.89M -$341K -13,526 -4%
SFS
119
Security Financial Services
Indiana
$8.72M +$1.57M +62,261 +22%
PFG
120
PAX Financial Group
Texas
$8.53M +$116K +4,582 +1%
TVAMP
121
Tennessee Valley Asset Management Partners
Tennessee
$8.44M +$657K +26,041 +9%
VAG
122
VisionPoint Advisory Group
Texas
$8.43M +$262K +10,366 +3%
SEIA
123
Signature Estate & Investment Advisors
California
$8.4M -$196K -7,772 -2%
NFG
124
Northeast Financial Group
Pennsylvania
$8.22M -$1.2M -47,739 -13%
VAF
125
Values Added Financial
District of Columbia
$8.1M +$1.86M +73,569 +30%