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State Street SPDR Portfolio Mortgage Backed Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFAM
126
Center For Asset Management
Florida
$603K +$106K +4,777 +22%
BTWM
127
Baker Tilly Wealth Management
Wisconsin
$573K -$26.3K -1,184 -4%
UBS Group
128
UBS Group
Switzerland
$549K -$91.7K -4,131 -14%
VT
129
Vise Technologies
New York
$516K -$16.5K -741 -3%
AG
130
Ascent Group
Virginia
$512K -$12.2K -550 -2%
PTC
131
Private Trust Company
Ohio
$506K +$113K +5,070 +29%
CWP
132
Concord Wealth Partners
Virginia
$503K -$293K -13,207 -37%
Thrivent Financial for Lutherans
133
Thrivent Financial for Lutherans
Minnesota
$498K +$61.4K +2,764 +14%
AWM
134
Apollon Wealth Management
South Carolina
$472K -$35.4K -1,593 -7%
PA
135
PFG Advisors
Arizona
$468K +$461K +20,763 New
WAG
136
Wallace Advisory Group
California
$429K
CWM
137
Congress Wealth Management
Massachusetts
$420K -$8.44K -380 -2%
AWS
138
Atria Wealth Solutions
New York
$419K +$108K +4,872 +35%
PIA
139
Perennial Investment Advisors
California
$376K +$80.7K +3,634 +28%
SWM
140
Spire Wealth Management
Virginia
$345K -$62.2K -2,799 -15%
MWM
141
Modera Wealth Management
New Jersey
$338K +$333K +14,993 New
FM
142
Foster & Motley
Ohio
$335K +$10.1K +457 +3%
WAP
143
Wealthcare Advisory Partners
Pennsylvania
$313K +$267 +12 +0.1%
NA
144
NewEdge Advisors
Louisiana
$302K -$17.9K -807 -6%
AIM
145
Acropolis Investment Management
Missouri
$291K +$22.2K +1,000 +8%
LBC
146
Lowe Brockenbrough & Co
Virginia
$270K
LFAS
147
Level Four Advisory Services
Texas
$267K +$8.66K +390 +3%
KWA
148
Kingswood Wealth Advisors
California
$263K -$243K -10,961 -48%
LAS
149
Legacy Advisory Services
Pennsylvania
$260K +$2.24K +101 +0.9%
CIA
150
Capital Investment Advisors
Georgia
$246K -$11.3K -508 -4%