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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
$568M -$4.99M -194,906 -0.9%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$439M -$2.33M -91,062 -0.5%
CCWA
3
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$366M +$39.2M +1,530,403 +12%
Cerity Partners
4
Cerity Partners
New York
$286M +$13.9M +541,686 +5%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$269M -$17.5M -683,024 -6%
State Street
6
State Street
Massachusetts
$234M -$374M -14,595,182 -62%
RIG
7
RiverFront Investment Group
Virginia
$201M +$1.47M +57,263 +0.7%
HI
8
Horizon Investments
North Carolina
$180M +$178M +6,972,817 +100,968%
ETC
9
Exchange Traded Concepts
Oklahoma
$180M +$178M +6,973,510 New
Osaic Holdings
10
Osaic Holdings
Arizona
$106M -$4.34M -169,407 -4%
WCWM
11
Willow Creek Wealth Management
California
$102M +$6.14M +239,810 +6%
GI
12
Gradient Investments
Minnesota
$99.1M -$1.61M -63,012 -2%
TFA
13
Tobias Financial Advisors
Florida
$95.5M +$5.45M +212,958 +6%
Wealth Enhancement Advisory Services
14
Wealth Enhancement Advisory Services
Minnesota
$94.1M +$395K +15,447 +0.4%
BAAM
15
Baker Avenue Asset Management
California
$79.8M +$2.24M +87,430 +3%
UF
16
Univest Financial
Pennsylvania
$79.6M +$2.99M +116,977 +4%
RA
17
Rational Advisors
New York
$75.9M -$802K -31,333 -1%
Raymond James Financial
18
Raymond James Financial
Florida
$67.6M -$6.5M -254,123 -9%
GVAG
19
Great Valley Advisor Group
Delaware
$66.2M +$6.29M +245,768 +11%
WAP
20
Wealthcare Advisory Partners
Pennsylvania
$64.7M +$3M +117,213 +5%
KWM
21
Kingsview Wealth Management
Oregon
$59.8M +$5.89M +229,949 +11%
EH
22
Equitable Holdings
New York
$58.5M -$1.11M -43,550 -2%
JP Morgan Chase
23
JP Morgan Chase
New York
$57.1M -$7.41M -289,524 -12%
GLR
24
Great Lakes Retirement
Ohio
$57M +$1.6M +62,672 +3%
TC
25
Trilogy Capital
California
$53.9M +$792K +30,953 +2%