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State Street SPDR Portfolio Mortgage Backed Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IA
26
IndexIQ Advisors
New York
$860K +$435K +16,625 +103%
FI
27
FormulaFolio Investments
Michigan
$757K +$755K +28,828 New
HC
28
HNP Capital
New York
$734K +$731K +27,918 New
VRM
29
Vectors Research Management
New York
$733K +$731K +27,918 New
CWM
30
Cornerstone Wealth Management
Missouri
$713K +$77.6K +2,965 +12%
BCM
31
Brookstone Capital Management
Illinois
$703K -$234K -8,938 -25%
PAG
32
Pinnacle Advisory Group
Maryland
$692K +$47.9K +1,828 +7%
Fisher Asset Management
33
Fisher Asset Management
Washington
$658K +$67.8K +2,589 +12%
AWM
34
AE Wealth Management
Kansas
$652K +$650K +24,826 New
SS
35
Simplicity Solutions
Minnesota
$630K +$628K +23,982 New
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$610K +$126K +4,816 +26%
PFGIA
37
Patriot Financial Group Insurance Agency
Massachusetts
$539K +$165K +6,288 +44%
CAC
38
Certified Advisory Corp
Florida
$512K +$399K +15,242 +358%
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$503K +$131K +5,000 +35%
CW
40
CreativeOne Wealth
Kansas
$469K +$467K +17,849 New
UR
41
USCA RIA
Texas
$464K +$230K +8,770 +99%
LA
42
LexAurum Advisors
Kansas
$453K -$187K -7,136 -29%
CWM
43
Cedar Wealth Management
California
$439K +$219K +8,378 +100%
HH
44
Hilltop Holdings
Texas
$426K +$79.3K +3,029 +23%
JP Morgan Chase
45
JP Morgan Chase
New York
$403K -$59K -2,252 -13%
GM
46
GeoWealth Management
Illinois
$394K +$393K +15,008 New
LWS
47
Lucia Wealth Services
California
$356K +$46.5K +1,776 +15%
KWM
48
Kingsview Wealth Management
Oregon
$355K +$45.8K +1,751 +15%
AAS
49
Avantax Advisory Services
Texas
$279K -$16.1K -615 -5%
UBS Group
50
UBS Group
Switzerland
$242K -$18.9K -723 -7%