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State Street SPDR Portfolio Mortgage Backed Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WP
76
WealthSource Partners
California
$367K +$107K +4,042 +41%
AAS
77
Avantax Advisory Services
Texas
$348K +$15.7K +592 +5%
FHA
78
Flagship Harbor Advisors
Massachusetts
$304K +$17.1K +645 +6%
MWC
79
MBM Wealth Consultants
Missouri
$298K +$299K +11,294 New
IWM
80
IHT Wealth Management
Illinois
$287K -$6.23K -235 -2%
DLHL
81
Donald L. Hagan LLC
Florida
$275K +$276K +10,413 New
DI
82
Diligent Investors
California
$266K
MSFS
83
Main Street Financial Solutions
Pennsylvania
$251K +$252K +9,512 New
CIAS
84
CFS Investment Advisory Services
New Jersey
$240K +$241K +9,100 New
EB
85
Eastern Bank
Massachusetts
$225K -$264K -9,946 -54%
BS
86
Boenning & Scattergood
Pennsylvania
$223K
BTWM
87
Baker Tilly Wealth Management
Wisconsin
$222K +$222K +8,394 New
CAN
88
Cetera Advisor Networks
California
$200K +$201K +7,582 New
TAIM
89
TD Ameritrade Investment Management
Nebraska
$123K +$212 +8 +0.2%
AAM
90
Advisors Asset Management
Colorado
$104K +$13.6K +514 +15%
IA
91
IFP Advisors
Florida
$76K +$238 +9 +0.3%
CFGS
92
Concourse Financial Group Securities
Alabama
$72K -$20.2K -761 -22%
CWP
93
Concord Wealth Partners
Virginia
$68K +$67.8K +2,560 New
COCM
94
Charter Oak Capital Management
New Hampshire
$58K +$58.6K +2,212 New
TAM
95
Tucker Asset Management
Colorado
$54.8K +$55K +2,075 New
Carson Wealth (CWM LLC)
96
Carson Wealth (CWM LLC)
Nebraska
$49K
BWM
97
Baystate Wealth Management
Massachusetts
$46K +$46.2K +1,742 New
TFGT
98
TS Financial Group (TSFG)
Illinois
$35K
RIM
99
Rockbridge Investment Management
New York
$33K
LAS
100
Lloyd Advisory Services
Georgia
$25K +$5.27K +199 +26%