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State Street SPDR Portfolio Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAAM
126
Cornerstone Advisors Asset Management
Pennsylvania
$4.02M +$350K +13,357 +9%
FFG
127
Fullen Financial Group
Ohio
$3.96M +$119K +4,524 +3%
UBS Group
128
UBS Group
Switzerland
$3.89M -$1.67M -63,881 -29%
PFA
129
Pure Financial Advisors
California
$3.88M -$108K -4,129 -3%
PL
130
Protective Life
Alabama
$3.74M
IWN
131
Independent Wealth Network
Iowa
$3.7M +$61.5K +2,348 +2%
SC
132
Savant Capital
Illinois
$3.68M +$126K +4,824 +3%
SFA
133
Source Financial Advisors
New York
$3.34M -$384K -14,647 -10%
CWM
134
Cahaba Wealth Management
Georgia
$3.18M +$840K +32,031 +34%
NI
135
NYL Investors
New York
$3.03M +$70.8K +2,700 +2%
JSL
136
JT Stratford LLC
Georgia
$2.96M +$84.1K +3,210 +3%
WMS
137
Wealth Management Solutions
Pennsylvania
$2.9M -$775K -29,570 -20%
AWA
138
Arete Wealth Advisors
Illinois
$2.88M +$14.2K +543 +0.5%
GKWIM
139
Gerber Kawasaki Wealth & Investment Management
California
$2.84M +$783K +29,861 +35%
HAS
140
HBW Advisory Services
California
$2.8M -$28.2K -1,076 -0.9%
KAS
141
Kestra Advisory Services
Texas
$2.75M -$212K -8,082 -7%
IAN
142
Integrated Advisors Network
Texas
$2.73M -$134K -5,115 -4%
Rockefeller Capital Management
143
Rockefeller Capital Management
New York
$2.63M +$192K +7,343 +8%
FIM
144
Freedom Investment Management
Connecticut
$2.62M -$347K -13,228 -11%
Stifel Financial
145
Stifel Financial
Missouri
$2.53M -$69.4K -2,649 -3%
SHJ
146
Sharkey, Howes & Javer
Colorado
$2.5M +$2.62M +100,044 New
EFL
147
ERn Financial LLC
Wisconsin
$2.49M -$124K -4,727 -5%
DWM
148
Destination Wealth Management
California
$2.43M +$536K +20,448 +27%
TWP
149
Tempus Wealth Planning
California
$2.38M -$20.6K -785 -0.8%
DA
150
Detalus Advisors
Missouri
$2.3M -$5.99M -228,506 -71%