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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
$512M +$84.3M +3,296,501 +20%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$206M -$1.34M -52,458 -0.6%
RIG
3
RiverFront Investment Group
Virginia
$190M +$631K +24,662 +0.3%
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$187M +$55M +2,151,342 +41%
Cerity Partners
5
Cerity Partners
New York
$178M +$179M +6,991,377 +69,649%
CCWA
6
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$160M +$64M +2,500,735 +65%
PAG
7
Private Advisor Group
New Jersey
$131M -$2.06M -80,578 -2%
GI
8
Gradient Investments
Minnesota
$128M -$8.05M -314,548 -6%
WP
9
WealthSource Partners
California
$114M -$3.22M -126,018 -3%
State Street
10
State Street
Massachusetts
$91.1M -$258M -10,094,183 -74%
Goldman Sachs
11
Goldman Sachs
New York
$83.7M +$98.2K +3,840 +0.1%
Osaic Holdings
12
Osaic Holdings
Arizona
$82.4M +$9.05M +353,852 +12%
SMM
13
Stadion Money Management
Georgia
$82.3M +$1.45M +56,506 +2%
WCWM
14
Willow Creek Wealth Management
California
$81.9M -$4.38M -171,305 -5%
Morgan Stanley
15
Morgan Stanley
New York
$73.3M -$4.46M -174,168 -6%
KW
16
KWB Wealth
California
$70.7M +$36.1M +1,411,296 +103%
GAG
17
GM Advisory Group
New York
$62.3M +$6.94M +271,108 +12%
Wealth Enhancement Advisory Services
18
Wealth Enhancement Advisory Services
Minnesota
$60.8M +$5.59M +218,628 +10%
GLA
19
Good Life Advisors
Pennsylvania
$59.7M +$14.6M +572,339 +32%
NEWAS
20
N.E.W. Advisory Services
Wisconsin
$57.1M +$45K +1,761 +0.1%
MFS
21
McNamara Financial Services
Massachusetts
$51.9M +$1.56M +60,977 +3%
GLR
22
Great Lakes Retirement
Ohio
$49.9M -$550K -21,491 -1%
TC
23
Trilogy Capital
California
$47.3M +$1.01M +39,578 +2%
RJA
24
Raymond James & Associates
Florida
$46.5M -$4.55M -177,767 -9%
GKWIM
25
Gerber Kawasaki Wealth & Investment Management
California
$42.6M +$15.8M +615,816 +58%