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State Street SPDR Portfolio Mortgage Backed Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KWA
126
Kingswood Wealth Advisors
California
$488K +$484K +22,623 New
AWM
127
Apollon Wealth Management
South Carolina
$486K -$39.9K -1,866 -8%
CFAM
128
Center For Asset Management
Florida
$474K +$470K +21,984 New
WAG
129
Wallace Advisory Group
California
$429K -$3.42K -160 -0.8%
Thrivent Financial for Lutherans
130
Thrivent Financial for Lutherans
Minnesota
$417K -$163K -7,616 -28%
CWM
131
Congress Wealth Management
Massachusetts
$410K +$407K +19,011 New
SWM
132
Spire Wealth Management
Virginia
$390K -$84.7K -3,962 -18%
PTC
133
Private Trust Company
Ohio
$375K -$322K -15,072 -46%
SG
134
StoneX Group
New York
$352K +$349K +16,319 New
BCM
135
Brookstone Capital Management
Illinois
$339K +$31.8K +1,487 +11%
TNA
136
True North Advisors
Texas
$338K
LA
137
Latitude Advisors
Florida
$316K -$30K -1,404 -9%
NCM
138
Next Capital Management
New York
$314K
FM
139
Foster & Motley
Ohio
$311K
NA
140
NewEdge Advisors
Louisiana
$306K +$304K +14,197 New
WAP
141
Wealthcare Advisory Partners
Pennsylvania
$300K -$108K -5,051 -27%
AWS
142
Atria Wealth Solutions
New York
$296K +$294K +13,737 New
PIA
143
Perennial Investment Advisors
California
$282K -$3.48K -163 -1%
LBC
144
Lowe Brockenbrough & Co
Virginia
$259K
RJA
145
Raymond James & Associates
Florida
$258K -$8.81K -412 -3%
AIM
146
Acropolis Investment Management
Missouri
$257K +$23.5K +1,100 +10%
LFAS
147
Level Four Advisory Services
Texas
$255K -$17.7K -826 -7%
LAS
148
Legacy Advisory Services
Pennsylvania
$247K +$2.16K +101 +0.9%
CIA
149
Capital Investment Advisors
Georgia
$246K +$1.45K +68 +0.6%
AC
150
Arjuna Capital
North Carolina
$243K +$241K +11,287 New