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State Street SPDR Portfolio Mortgage Backed Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TC
76
Trilogy Capital
California
$1.12M +$252K +11,418 +29%
SWA
77
Stratos Wealth Advisors
Ohio
$1.11M +$1.12M +50,762 New
FW
78
FirstPurpose Wealth
Utah
$1.03M -$23.2K -1,054 -2%
BTWM
79
Baker Tilly Wealth Management
Wisconsin
$883K +$73.1K +3,318 +9%
CWM
80
Collaborative Wealth Management
Florida
$830K +$69.1K +3,137 +9%
Thrivent Financial for Lutherans
81
Thrivent Financial for Lutherans
Minnesota
$823K -$66K -2,997 -7%
MFG
82
Merit Financial Group
Georgia
$813K +$364K +16,513 +80%
FAIM
83
Financial Advocates Investment Management
Washington
$813K +$610K +27,664 +293%
UBS Group
84
UBS Group
Switzerland
$796K -$3.01M -136,748 -79%
SB
85
Strategic Blueprint
Georgia
$768K -$198K -8,986 -20%
WWM
86
Western Wealth Management
Colorado
$739K +$181K +8,206 +32%
DLHL
87
Donald L. Hagan LLC
Florida
$733K +$214K +9,699 +41%
VT
88
Vise Technologies
New York
$698K +$49.8K +2,258 +8%
SS
89
Simplicity Solutions
Minnesota
$693K +$697K +31,639 New
SW
90
Simplicity Wealth
New Jersey
$693K +$697K +31,639 New
AWAU
91
Alliance Wealth Advisors (Utah)
Utah
$691K -$1.92K -87 -0.3%
CWM
92
Congress Wealth Management
Massachusetts
$664K -$5.33K -242 -0.8%
FFN
93
Focus Financial Network
Minnesota
$652K +$106K +4,789 +19%
Wealth Enhancement Advisory Services
94
Wealth Enhancement Advisory Services
Minnesota
$620K -$12.3M -559,584 -95%
MWPCG
95
Measured Wealth Private Client Group
New Hampshire
$560K -$4.65K -211 -0.8%
VA
96
Valmark Advisers
Ohio
$535K -$63.9K -2,902 -11%
TC
97
Telemus Capital
Michigan
$535K -$355K -16,089 -40%
FM
98
Foster & Motley
Ohio
$505K -$145K -6,573 -22%
GRP
99
Global Retirement Partners
California
$501K -$19.2K -870 -4%
CAN
100
Cetera Advisor Networks
California
$500K -$1.21M -55,067 -71%