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State Street SPDR Portfolio Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$436M +$124M +4,853,550 +40%
State Street
2
State Street
Massachusetts
$353M -$84.7M -3,308,989 -19%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$211M +$1.2M +47,085 +0.6%
RIG
4
RiverFront Investment Group
Virginia
$193M +$14M +547,355 +8%
GI
5
Gradient Investments
Minnesota
$138M -$692K -27,051 -0.5%
PAG
6
Private Advisor Group
New Jersey
$135M +$25.6M +1,000,593 +24%
Carson Wealth (CWM LLC)
7
Carson Wealth (CWM LLC)
Nebraska
$135M +$44.4M +1,734,579 +50%
WP
8
WealthSource Partners
California
$120M +$22.6M +883,312 +24%
CCWA
9
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$98.6M +$97.8M +3,823,462 New
WCWM
10
Willow Creek Wealth Management
California
$87.7M +$3.2M +125,087 +4%
Goldman Sachs
11
Goldman Sachs
New York
$85M +$83M +3,244,180 +6,176%
SMM
12
Stadion Money Management
Georgia
$82.2M -$142M -5,532,235 -63%
Morgan Stanley
13
Morgan Stanley
New York
$79M -$7.32M -286,305 -9%
Osaic Holdings
14
Osaic Holdings
Arizona
$74.6M +$3.64M +142,353 +5%
NEWAS
15
N.E.W. Advisory Services
Wisconsin
$58M +$2.93M +114,467 +5%
GAG
16
GM Advisory Group
New York
$56.4M +$9.38M +366,568 +20%
Wealth Enhancement Advisory Services
17
Wealth Enhancement Advisory Services
Minnesota
$56.1M -$42.7M -1,667,217 -43%
AssetMark Inc
18
AssetMark Inc
California
$52.6M -$7.31M -285,835 -12%
RJA
19
Raymond James & Associates
Florida
$51.9M +$2.22M +86,759 +5%
MFS
20
McNamara Financial Services
Massachusetts
$51.7M +$624K +24,403 +1%
GLR
21
Great Lakes Retirement
Ohio
$51.3M +$50.9M +1,989,501 New
TC
22
Trilogy Capital
California
$47.1M -$43.4M -1,696,168 -48%
GLA
23
Good Life Advisors
Pennsylvania
$46M +$14.8M +578,055 +48%
Truist Financial
24
Truist Financial
North Carolina
$39.8M +$7.18M +280,809 +22%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$38.8M +$10.2M +397,503 +36%