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State Street SPDR Portfolio Mortgage Backed Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VWA
51
Visionary Wealth Advisors
Illinois
$1.99M +$29.6K +1,204 +1%
FWP
52
FAS Wealth Partners
Kansas
$1.8M -$536K -21,789 -23%
SWA
53
Stratos Wealth Advisors
Ohio
$1.64M +$1.23M +50,134 +276%
JP Morgan Chase
54
JP Morgan Chase
New York
$1.63M -$694K -28,184 -29%
CWA
55
Centennial Wealth Advisory
Michigan
$1.6M +$243K +9,864 +17%
MIAN
56
Mariner Independent Advisor Network
Kansas
$1.59M +$600K +24,377 +58%
VT
57
Vise Technologies
New York
$1.53M +$1.58M +64,048 New
AA
58
Alesco Advisors
New York
$1.42M +$11.3K +460 +0.8%
SIM
59
Stratos Investment Management
Ohio
$1.4M -$1.66M -67,352 -53%
SAM
60
Strategy Asset Managers
California
$1.33M
C
61
CEDRUS
Colorado
$1.26M +$544K +22,111 +73%
Osaic Holdings
62
Osaic Holdings
Arizona
$1.13M -$129K -5,234 -12%
Verition Fund Management
63
Verition Fund Management
Connecticut
$1.09M
PIM
64
Penobscot Investment Management
Massachusetts
$1.09M -$1.3M -52,790 -54%
DLHL
65
Donald L. Hagan LLC
Florida
$1.08M -$640K -26,015 -37%
MWPCG
66
Measured Wealth Private Client Group
New Hampshire
$976K -$205K -8,311 -17%
FIM
67
Freedom Investment Management
Connecticut
$951K -$37.9K -1,542 -4%
CWM
68
Congress Wealth Management
Massachusetts
$891K -$501K -20,363 -35%
TC
69
Trilogy Capital
California
$862K +$885K +35,968 New
LA
70
LexAurum Advisors
Kansas
$861K -$53.1K -2,156 -6%
Envestnet Asset Management
71
Envestnet Asset Management
Illinois
$856K +$378K +15,362 +76%
RJA
72
Raymond James & Associates
Florida
$840K +$74.3K +3,020 +9%
WA
73
WBH Advisory
Maryland
$806K +$195K +7,910 +29%
FW
74
FirstPurpose Wealth
Utah
$801K -$140K -5,689 -15%
PCIA
75
Prime Capital Investment Advisors
Kansas
$724K