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State Street SPDR Portfolio Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IWC
176
Integrated Wealth Concepts
Massachusetts
$2.34M -$10.7M -429,726 -82%
WMS
177
Wealth Management Solutions
Pennsylvania
$2.31M -$49.5K -1,987 -2%
CF
178
Centaurus Financial
California
$2.29M -$84.5K -3,392 -3%
Squarepoint
179
Squarepoint
New York
$2.26M +$2.31M +92,747 New
IWP
180
IAG Wealth Partners
Wisconsin
$2.24M +$25.3K +1,017 +1%
FTA
181
Financial & Tax Architects
Missouri
$2.24M -$3.09M -123,907 -57%
HIIFS
182
Harel Insurance Investments & Financial Services
Israel
$2.18M
SW
183
Simplicity Wealth
New Jersey
$2.13M +$933K +37,464 +75%
ML
184
McAdam LLC
Pennsylvania
$2.1M +$149K +5,982 +7%
AWS
185
Atria Wealth Solutions
New York
$2.1M +$180K +7,214 +9%
EGA
186
E&G Advisors
Texas
$2.1M -$74.6K -2,996 -3%
CFA
187
Cahill Financial Advisors
Minnesota
$2.09M +$183K +7,363 +9%
PTC
188
Private Trust Company
Ohio
$2.05M -$593K -23,808 -22%
DWM
189
Destination Wealth Management
California
$2.01M -$1.75M -70,222 -46%
B
190
Bridgeworth
Alabama
$2.01M +$589K +23,638 +40%
CFG
191
Cooper Financial Group
California
$2M +$94.8K +3,807 +5%
FPW
192
Flagship Private Wealth
Massachusetts
$1.99M +$166K +6,660 +9%
WWM
193
Wiser Wealth Management
Georgia
$1.99M +$87.5K +3,513 +4%
BMD
194
Better Money Decisions
New Mexico
$1.99M +$1.21M +48,500 +146%
Northwestern Mutual Wealth Management
195
Northwestern Mutual Wealth Management
Wisconsin
$1.95M -$107K -4,286 -5%
PIA
196
Perennial Investment Advisors
California
$1.94M -$35.6K -1,429 -2%
CA
197
Cetera Advisors
Colorado
$1.83M -$25.7K -1,033 -1%
LFA
198
Laraway Financial Advisors
Minnesota
$1.82M -$31.7K -1,272 -2%
SWP
199
Stratos Wealth Partners
Ohio
$1.77M +$328K +13,157 +22%
KWS
200
Keystone Wealth Services
California
$1.75M +$155K +6,236 +10%