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State Street SPDR Portfolio Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AI
126
Atria Investments
North Carolina
$3.26M -$4.49M -146,971 -58%
PWM
127
Paulson Wealth Management
Illinois
$3.08M +$99K +3,240 +3%
TFA
128
Transamerica Financial Advisors
Florida
$3.03M +$2.96M +96,834 +7,125%
SEIA
129
Signature Estate & Investment Advisors
California
$3.02M -$1.35M -44,263 -31%
ACA
130
Aptus Capital Advisors
Alabama
$2.84M +$1.38M +45,017 +96%
RA
131
Rational Advisors
New York
$2.75M +$613K +20,057 +29%
Commonwealth Equity Services
132
Commonwealth Equity Services
Massachusetts
$2.65M +$128K +4,179 +5%
LWPC
133
Legacy Wealth Partners (California)
California
$2.59M -$735K -24,069 -22%
FVWA
134
Foster Victor Wealth Advisors
South Carolina
$2.59M -$7.27K -238 -0.3%
MML Investors Services
135
MML Investors Services
Massachusetts
$2.56M +$405K +13,275 +19%
CIC
136
Carnegie Investment Counsel
Ohio
$2.56M +$218K +7,124 +9%
BHWM
137
Bay Harbor Wealth Management
Maryland
$2.53M -$656K -21,477 -21%
Principal Financial Group
138
Principal Financial Group
Iowa
$2.48M +$258K +8,447 +12%
HAS
139
HBW Advisory Services
California
$2.46M +$117K +3,835 +5%
SWP
140
Stratos Wealth Partners
Ohio
$2.44M +$598K +19,576 +33%
CAAS
141
Capital Asset Advisory Services
Michigan
$2.44M +$171K +5,591 +8%
WAS
142
Wealth Advisory Solutions
Indiana
$2.35M -$1.02M -33,294 -30%
Koshinski Asset Management
143
Koshinski Asset Management
Illinois
$2.23M +$16.6K +545 +0.8%
SWP
144
Strategic Wealth Partners
Ohio
$2.17M -$343K -11,240 -14%
CA
145
Continuum Advisory
Idaho
$2.16M -$2.7M -88,515 -56%
NRI
146
NFP Retirement Inc
California
$2.15M +$1.66M +54,467 +356%
SWA
147
Stratos Wealth Advisors
Ohio
$2.13M +$2.11M +69,022 New
EWM
148
Executive Wealth Management
Michigan
$2.12M -$679K -22,220 -24%
Stifel Financial
149
Stifel Financial
Missouri
$2.11M +$9.19K +301 +0.4%
Mariner
150
Mariner
Kansas
$2.03M +$71.7K +2,346 +4%