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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
$573M +$1.13M +45,405 +0.2%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$352M +$45.1M +1,809,915 +15%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$273M +$17.5M +701,323 +7%
CCWA
4
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$271M +$21.2M +848,951 +9%
Cerity Partners
5
Cerity Partners
New York
$223M +$7.94M +318,469 +4%
RIG
6
RiverFront Investment Group
Virginia
$181M -$1.62M -64,973 -0.9%
State Street
7
State Street
Massachusetts
$132M +$6.54M +262,588 +5%
Wealth Enhancement Advisory Services
8
Wealth Enhancement Advisory Services
Minnesota
$108M -$4.04M -161,914 -4%
GI
9
Gradient Investments
Minnesota
$99.2M -$4.31M -173,096 -4%
PAG
10
Private Advisor Group
New Jersey
$97M -$13.5M -539,971 -12%
Osaic Holdings
11
Osaic Holdings
Arizona
$94.2M +$6.42M +257,590 +7%
RA
12
Rational Advisors
New York
$89.7M -$4.87M -195,260 -5%
SC
13
Syon Capital
California
$85.9M -$1.25M -50,282 -1%
WCWM
14
Willow Creek Wealth Management
California
$81.1M +$1.6M +64,022 +2%
TFA
15
Tobias Financial Advisors
Florida
$76.3M +$2.24M +89,783 +3%
EH
16
Equitable Holdings
New York
$67.7M -$15.5M -623,640 -19%
GLA
17
Good Life Advisors
Pennsylvania
$66.3M +$2.97M +119,216 +5%
BAAM
18
Baker Avenue Asset Management
California
$65.3M -$7.61M -305,326 -11%
KW
19
KWB Wealth
California
$59.6M -$1.17M -47,091 -2%
RJA
20
Raymond James & Associates
Florida
$58.7M +$15.5M +619,988 +36%
MFS
21
McNamara Financial Services
Massachusetts
$57M +$1.72M +69,071 +3%
ACM
22
AlphaStar Capital Management
North Carolina
$55.4M +$17.7M +712,068 +48%
NEWAS
23
N.E.W. Advisory Services
Wisconsin
$53.7M -$103K -4,146 -0.2%
WAP
24
Wealthcare Advisory Partners
Pennsylvania
$52M +$3.15M +126,511 +6%
TC
25
Trilogy Capital
California
$52M +$3.7M +148,373 +8%