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State Street SPDR Portfolio Mortgage Backed Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
51
Modera Wealth Management
New Jersey
$1.83M -$13.7M -596,660 -88%
SWA
52
Stratos Wealth Advisors
Ohio
$1.66M +$100K +4,349 +6%
FHA
53
Flagship Harbor Advisors
Massachusetts
$1.63M -$1.29M -56,057 -44%
BIA
54
Bell Investment Advisors
California
$1.57M +$1.59M +68,879 New
AA
55
Alesco Advisors
New York
$1.44M +$83.8K +3,640 +6%
CWA
56
Centennial Wealth Advisory
Michigan
$1.41M -$113K -4,892 -7%
AWS
57
AJ Wealth Strategies
New York
$1.41M +$1.42M +61,543 New
SWP
58
Stratos Wealth Partners
Ohio
$1.34M -$5.58M -242,327 -80%
SAM
59
Strategy Asset Managers
California
$1.27M
FWP
60
FAS Wealth Partners
Kansas
$1.12M -$601K -26,108 -35%
Renaissance Technologies
61
Renaissance Technologies
New York
$1.03M +$801K +34,800 +338%
FFG
62
Ford Financial Group
California
$967K +$652K +28,316 +202%
BA
63
Bridge Advisory
California
$965K +$345K +14,997 +55%
CWM
64
Congress Wealth Management
Massachusetts
$897K +$47.7K +2,071 +6%
MIAN
65
Mariner Independent Advisor Network
Kansas
$894K -$625K -27,140 -41%
Envestnet Asset Management
66
Envestnet Asset Management
Illinois
$884K +$68.8K +2,989 +8%
CWM
67
Collaborative Wealth Management
Florida
$880K +$887K +38,508 New
FIM
68
Freedom Investment Management
Connecticut
$856K -$51.9K -2,253 -6%
JP Morgan Chase
69
JP Morgan Chase
New York
$825K -$732K -31,785 -47%
Citadel Advisors
70
Citadel Advisors
Florida
$823K +$322K +13,964 +63%
ACK
71
Andrew C. Karlinski
$814K +$175K +7,616 +27%
FW
72
FirstPurpose Wealth
Utah
$801K +$37.5K +1,627 +5%
MWPCG
73
Measured Wealth Private Client Group
New Hampshire
$728K -$204K -8,879 -22%
RJA
74
Raymond James & Associates
Florida
$721K -$80.3K -3,487 -10%
TC
75
Trilogy Capital
California
$712K -$111K -4,825 -13%