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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
$606M +$40M +1,545,797 +7%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$468M +$31M +1,197,111 +7%
CCWA
3
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$392M +$27.1M +1,045,991 +7%
State Street
4
State Street
Massachusetts
$319M +$86.8M +3,353,130 +37%
Cerity Partners
5
Cerity Partners
New York
$301M +$15.6M +604,379 +5%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$235M -$33.3M -1,285,558 -12%
RIG
7
RiverFront Investment Group
Virginia
$199M -$712K -27,501 -0.4%
HI
8
Horizon Investments
North Carolina
$183M +$2.79M +107,886 +2%
ETC
9
Exchange Traded Concepts
Oklahoma
$182M +$2.8M +108,031 +2%
Bank of America
10
Bank of America
North Carolina
$122M +$105M +4,039,547 +585%
Osaic Holdings
11
Osaic Holdings
Arizona
$107M +$671K +25,910 +0.6%
TFA
12
Tobias Financial Advisors
Florida
$101M +$5.49M +212,237 +6%
GI
13
Gradient Investments
Minnesota
$96.4M -$2.35M -90,806 -2%
Wealth Enhancement Advisory Services
14
Wealth Enhancement Advisory Services
Minnesota
$95.4M +$1.4M +53,952 +1%
USAA
15
United Services Automobile Association
Texas
$91.6M +$92.1M +3,559,006 New
BAAM
16
Baker Avenue Asset Management
California
$85M +$5.56M +214,760 +7%
UF
17
Univest Financial
Pennsylvania
$79.2M -$159K -6,134 -0.2%
JP Morgan Chase
18
JP Morgan Chase
New York
$72.4M +$15.6M +603,390 +27%
WAP
19
Wealthcare Advisory Partners
Pennsylvania
$72.1M +$7.65M +295,437 +12%
RA
20
Rational Advisors
New York
$71.7M -$3.91M -151,203 -5%
Raymond James Financial
21
Raymond James Financial
Florida
$68.4M +$1.1M +42,340 +2%
KWM
22
Kingsview Wealth Management
Oregon
$63.9M +$4.4M +169,828 +7%
Morgan Stanley
23
Morgan Stanley
New York
$62.9M +$22.1M +852,648 +54%
GLR
24
Great Lakes Retirement
Ohio
$58.8M +$1.95M +75,279 +3%
ACM
25
AlphaStar Capital Management
North Carolina
$58.7M +$9.07M +350,547 +18%