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State Street SPDR Portfolio Mortgage Backed Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ACG
51
Allen Capital Group
Nebraska
$2.33M -$190K -8,852 -7%
SHJ
52
Sharkey, Howes & Javer
Colorado
$2.21M -$543K -25,341 -19%
USCWA
53
U.S. Capital Wealth Advisors
Texas
$2.11M +$1.79M +83,356 +459%
CWP
54
Concord Wealth Partners
Virginia
$2.01M -$1.1M -51,283 -35%
KFGK
55
Keystone Financial Group (Kentucky)
Kentucky
$2.01M +$1.81M +84,561 +707%
AT
56
Arden Trust
Delaware
$2.01M +$778K +36,328 +60%
VWA
57
Visionary Wealth Advisors
Illinois
$1.84M +$35.4K +1,654 +2%
Carson Wealth (CWM LLC)
58
Carson Wealth (CWM LLC)
Nebraska
$1.84M +$474K +22,113 +33%
AA
59
Alesco Advisors
New York
$1.83M +$55.6K +2,595 +3%
GC
60
Guidance Capital
Kentucky
$1.83M +$44K +2,054 +2%
PIA
61
Perennial Investment Advisors
California
$1.73M +$12.4K +581 +0.7%
Royal Bank of Canada
62
Royal Bank of Canada
Ontario, Canada
$1.71M +$82K +3,827 +5%
VPP
63
Vertex Planning Partners
Illinois
$1.69M -$256K -11,939 -13%
Wealth Enhancement Advisory Services
64
Wealth Enhancement Advisory Services
Minnesota
$1.44M +$881K +41,116 +145%
NCM
65
Northwest Capital Management
Oregon
$1.38M +$7.48K +349 +0.5%
LEFP
66
Leading Edge Financial Planning
Tennessee
$1.34M -$282K -13,146 -17%
ECM
67
Exchange Capital Management
Michigan
$1.33M -$82.1K -3,830 -6%
Envestnet Asset Management
68
Envestnet Asset Management
Illinois
$1.28M -$2.26M -105,349 -63%
CWA
69
Centennial Wealth Advisory
Michigan
$1.26M +$39.6K +1,849 +3%
Commonwealth Equity Services
70
Commonwealth Equity Services
Massachusetts
$1.23M -$6.38M -297,884 -83%
BIA
71
Bell Investment Advisors
California
$1.18M -$48.3K -2,252 -4%
CWM
72
Collaborative Wealth Management
Florida
$1.18M +$402K +18,771 +50%
SIM
73
Stratos Investment Management
Ohio
$1.14M +$865K +40,372 +276%
CAMV
74
Concord Asset Management (Virginia)
Virginia
$1.1M -$613K -28,623 -35%
TC
75
Trilogy Capital
California
$1.09M +$25.5K +1,191 +2%