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State Street SPDR Portfolio Mortgage Backed Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
USCWA
51
U.S. Capital Wealth Advisors
Texas
$4.42M +$230K +10,752 +6%
CSPAM
52
Cary Street Partners Asset Management
Virginia
$4.32M +$222K +10,368 +5%
DA
53
Detalus Advisors
Missouri
$4.27M +$226K +10,575 +6%
KAS
54
Kestra Advisory Services
Texas
$4.19M +$979K +45,807 +31%
PWG
55
Portside Wealth Group
Utah
$3.82M -$622K -29,089 -14%
WWM
56
Western Wealth Management
Colorado
$3.8M +$706K +33,015 +23%
RFN
57
Redwood Financial Network
Ohio
$3.43M -$24.8K -1,160 -0.7%
Fisher Asset Management
58
Fisher Asset Management
Washington
$3.38M +$3.1M +145,066 +1,262%
CICC
59
Capital Investment Counsel (Colorado)
Colorado
$3.37M -$79.5K -3,718 -2%
SHJ
60
Sharkey, Howes & Javer
Colorado
$3.33M +$381K +17,839 +13%
EB
61
Eastern Bank
Massachusetts
$2.99M -$15K -701 -0.5%
VPP
62
Vertex Planning Partners
Illinois
$2.99M +$1.05M +49,332 +55%
UCFA
63
United Capital Financial Advisors
Texas
$2.94M -$309K -14,432 -10%
SWM
64
Seed Wealth Management
Illinois
$2.91M +$422K +19,730 +17%
DAS
65
Dynamic Advisor Solutions
Arizona
$2.72M -$124K -5,806 -4%
GC
66
Guidance Capital
Kentucky
$2.36M +$125K +5,864 +6%
IWC
67
Integrated Wealth Concepts
Massachusetts
$2.29M -$104K -4,866 -4%
VWWMG
68
Vermillion & White Wealth Management Group
Pennsylvania
$2.25M +$150K +7,026 +7%
BCM
69
Boltwood Capital Management
California
$2.13M +$277K +12,961 +15%
WA
70
Waverly Advisors
Alabama
$2.05M +$2.03M +94,898 New
MWM
71
Meridian Wealth Management
Kentucky
$2.02M +$2M +93,753 New
WCWM
72
Willow Creek Wealth Management
California
$2M -$323K -15,107 -14%
OMC
73
Old Mission Capital
Illinois
$1.99M -$491K -22,955 -20%
PCIA
74
Prime Capital Investment Advisors
Kansas
$1.98M -$6.81M -318,507 -78%
AA
75
Alesco Advisors
New York
$1.98M +$38.1K +1,780 +2%