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
TFG
151
Tilson Financial Group
New Jersey
$2.87M +$122K +4,758 +4%
WP
152
WealthShield Partners
North Carolina
$2.87M +$1.28M +49,941 +81%
PIFP
153
Partners in Financial Planning
Virginia
$2.83M +$31K +1,212 +1%
WMS
154
Wealth Management Solutions
Pennsylvania
$2.8M +$42.4K +1,656 +2%
JSL
155
JT Stratford LLC
Georgia
$2.78M +$1.61M +62,830 +140%
CFGF
156
Compass Financial Group (Florida)
Florida
$2.77M -$28K -1,095 -1%
TWP
157
Tempus Wealth Planning
California
$2.76M +$285K +11,135 +12%
TA
158
TrueWealth Advisors
Alabama
$2.71M -$131K -5,138 -5%
AWM
159
Axxcess Wealth Management
California
$2.71M -$1.16M -45,188 -30%
PTC
160
Private Trust Company
Ohio
$2.7M +$914K +35,728 +52%
EGA
161
E&G Advisors
Texas
$2.68M +$767 +30 +0%
ARC
162
Advisor Resource Council
Texas
$2.64M +$2.34M +91,647 +884%
OGF
163
Orin Green Financial
California
$2.63M +$19.5K +761 +0.8%
OPS
164
Orion Portfolio Solutions
Nebraska
$2.62M +$375K +14,653 +17%
BCI
165
Brinker Capital Investments
Pennsylvania
$2.62M +$1.22M +47,684 +89%
CA
166
Cetera Advisors
Colorado
$2.5M +$220K +8,587 +10%
IA
167
IFP Advisors
Florida
$2.5M -$6.74M -263,536 -86%
Rockefeller Capital Management
168
Rockefeller Capital Management
New York
$2.49M -$573K -22,399 -19%
FIA
169
Foundations Investment Advisors
Arizona
$2.48M +$709K +27,717 +40%
LWMG
170
Levy Wealth Management Group
Pennsylvania
$2.4M -$6.39M -249,639 -73%
Northwestern Mutual Wealth Management
171
Northwestern Mutual Wealth Management
Wisconsin
$2.29M +$451K +17,639 +25%
SFA
172
Source Financial Advisors
New York
$2.28M -$42.3K -1,655 -2%
Commonwealth Equity Services
173
Commonwealth Equity Services
Massachusetts
$2.23M +$87.1K +3,406 +4%
RCM
174
Raleigh Capital Management
North Carolina
$2.2M -$958K -37,464 -31%
AWS
175
Atria Wealth Solutions
New York
$2.18M -$131K -5,117 -6%