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State Street SPDR Portfolio Mortgage Backed Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FW
76
FirstPurpose Wealth
Utah
$1.05M +$72.4K +3,381 +7%
DI
77
DFPG Investments
Utah
$1.01M -$307K -14,340 -23%
FAIM
78
Financial Advocates Investment Management
Washington
$968K +$187K +8,726 +24%
WA
79
WBH Advisory
Maryland
$895K -$204K -9,529 -18%
MFG
80
Merit Financial Group
Georgia
$893K +$125K +5,832 +16%
WWM
81
Western Wealth Management
Colorado
$874K +$178K +8,318 +25%
MML Investors Services
82
MML Investors Services
Massachusetts
$855K -$342K -15,942 -28%
BCM
83
Boltwood Capital Management
California
$854K +$399K +18,610 +83%
UBS Group
84
UBS Group
Switzerland
$817K +$62.7K +2,925 +8%
DAM
85
Derbend Asset Management
Georgia
$800K +$824K +38,450 New
RT
86
Rockland Trust
Massachusetts
$702K -$604K -28,205 -46%
AWAU
87
Alliance Wealth Advisors (Utah)
Utah
$698K +$42.8K +1,999 +6%
BTWM
88
Baker Tilly Wealth Management
Wisconsin
$696K -$147K -6,864 -17%
SB
89
Strategic Blueprint
Georgia
$683K -$47.5K -2,215 -6%
VT
90
Vise Technologies
New York
$659K -$3.56K -166 -0.5%
Thrivent Financial for Lutherans
91
Thrivent Financial for Lutherans
Minnesota
$658K -$132K -6,145 -16%
CWM
92
Congress Wealth Management
Massachusetts
$629K -$2.12K -99 -0.3%
GRP
93
Global Retirement Partners
California
$624K +$164K +7,634 +33%
FFN
94
Focus Financial Network
Minnesota
$615K -$3.94K -184 -0.6%
DLHL
95
Donald L. Hagan LLC
Florida
$608K -$90.1K -4,207 -13%
MWPCG
96
Measured Wealth Private Client Group
New Hampshire
$585K +$54.7K +2,553 +10%
HGERS
97
Householder Group Estate & Retirement Specialist
Arizona
$585K +$602K +28,106 New
VA
98
Valmark Advisers
Ohio
$528K +$20.5K +959 +4%
KAS
99
Kestra Advisory Services
Texas
$504K +$322K +15,014 +163%
BFEC
100
Benjamin F. Edwards & Company
Missouri
$441K +$83.7K +3,904 +23%