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State Street SPDR Portfolio Mortgage Backed Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SW
76
Simplicity Wealth
New Jersey
$2.24M +$2.24M +100,365 New
AA
77
Alesco Advisors
New York
$2.18M +$41.1K +1,845 +2%
AF
78
Apollon Financial
South Carolina
$2.18M -$394K -17,671 -15%
KAS
79
Kestra Advisory Services
Texas
$2.13M -$65.1K -2,920 -3%
FPCP
80
Fort Point Capital Partners
California
$2.08M +$755K +33,867 +57%
DWM
81
Diversify Wealth Management
Utah
$2.02M -$177K -7,953 -8%
DAS
82
Diversify Advisory Services
Utah
$2.02M +$2.05M +91,781 New
EL
83
EWA LLC
Pennsylvania
$1.96M +$127K +5,680 +7%
CI
84
CacheTech Inc
Utah
$1.96M -$413K -18,541 -17%
Wells Fargo
85
Wells Fargo
California
$1.86M -$46.7K -2,096 -2%
Amundi
86
Amundi
France
$1.78M +$124K +5,570 +8%
IAN
87
Integrated Advisors Network
Texas
$1.76M +$687K +30,822 +64%
AWM
88
Adams Wealth Management
Utah
$1.74M -$399K -17,896 -19%
PTC
89
Private Trust Company
Ohio
$1.68M -$228K -10,241 -12%
MGWM
90
Marks Group Wealth Management
Minnesota
$1.66M -$54.2K -2,429 -3%
KIM
91
Kestra Investment Management
Texas
$1.48M +$709K +31,774 +92%
Mercer Global Advisors
92
Mercer Global Advisors
Colorado
$1.45M -$482K -21,620 -25%
HP
93
Holistic Planning
Texas
$1.44M +$1.44M +64,561 New
VAS
94
Vestmark Advisory Solutions
Massachusetts
$1.44M +$1.44M +64,421 New
CWM
95
Collaborative Wealth Management
Florida
$1.26M -$415K -18,632 -25%
RA
96
RFG Advisory
Alabama
$1.26M +$91.7K +4,111 +8%
SB
97
Strategic Blueprint
Georgia
$1.25M +$13.4K +603 +1%
IAA
98
Independent Advisor Alliance
North Carolina
$1.24M -$33.4M -1,495,866 -96%
CFAM
99
Center For Asset Management
Florida
$1.2M +$62.3K +2,794 +5%
Royal Bank of Canada
100
Royal Bank of Canada
Ontario, Canada
$1.16M -$173K -7,751 -13%