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State Street SPDR Portfolio Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BCA
151
Bay Colony Advisors
Massachusetts
$353K +$347K +12,362 New
TI
152
Truepoint Inc
Ohio
$327K +$1.88K +67 +0.6%
CAM
153
Concorde Asset Management
Michigan
$317K +$312K +11,103 New
HighTower Advisors
154
HighTower Advisors
Illinois
$310K +$101K +3,592 +50%
GSWM
155
Golden State Wealth Management
California
$303K +$298K +10,612 New
SPC
156
Sigma Planning Corp
Michigan
$302K -$65.1K -2,319 -18%
JFA
157
JNBA Financial Advisors
Minnesota
$302K +$273K +9,716 +1,104%
AWM
158
AE Wealth Management
Kansas
$298K -$141K -5,010 -32%
ET
159
Equitable Trust
Tennessee
$285K
PPA
160
Parametric Portfolio Associates
Washington
$285K
SS
161
Simplicity Solutions
Minnesota
$284K -$268K -9,547 -49%
VAS
162
Vestmark Advisory Solutions
Massachusetts
$284K +$279K +9,935 New
IFWM
163
Institute for Wealth Management
Colorado
$283K +$42.2K +1,502 +18%
SS
164
Sunbelt Securities
Texas
$281K +$16.6K +590 +6%
RPGK
165
Retirement Planning Group (Kansas)
Kansas
$278K +$27.8K +992 +11%
RJFSA
166
Raymond James Financial Services Advisors
Florida
$268K -$8.48K -302 -3%
SIA
167
Strategic Investment Advisors
Michigan
$263K -$23.8K -847 -8%
RW
168
REDW Wealth
New Mexico
$261K -$2.19K -78 -0.8%
LFAS
169
Level Four Advisory Services
Texas
$255K +$29.2K +1,039 +13%
Citigroup
170
Citigroup
New York
$248K +$159K +5,652 +187%
VF
171
Virtu Financial
New York
$248K +$244K +8,700 New
CM
172
Cornerstone Management
Georgia
$239K
CFGF
173
Compass Financial Group (Florida)
Florida
$235K +$232K +8,250 New
TSS
174
Two Sigma Securities
New York
$232K +$228K +8,123 New
BCMIO
175
Beacon Capital Management Inc (Ohio)
Ohio
$225K -$23K -818 -9%