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State Street SPDR Portfolio Mortgage Backed Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PA
126
PFG Advisors
Arizona
$602K +$157K +7,189 +35%
WA
127
WBH Advisory
Maryland
$584K +$153 +7 +0%
CFAM
128
Center For Asset Management
Florida
$563K -$13.8K -631 -2%
UBS Group
129
UBS Group
Switzerland
$552K +$27.2K +1,244 +5%
CFG
130
Carr Financial Group
Massachusetts
$540K -$1.13M -51,559 -67%
PTC
131
Private Trust Company
Ohio
$510K +$27.2K +1,244 +6%
Thrivent Financial for Lutherans
132
Thrivent Financial for Lutherans
Minnesota
$509K +$26.2K +1,195 +5%
BTWM
133
Baker Tilly Wealth Management
Wisconsin
$493K -$55.4K -2,528 -10%
JWM
134
JPL Wealth Management
Colorado
$487K +$495K +22,599 New
CWM
135
Congress Wealth Management
Massachusetts
$481K +$80.8K +3,691 +20%
AWM
136
Alterna Wealth Management
Texas
$475K +$281K +12,816 +139%
AWS
137
Atria Wealth Solutions
New York
$474K +$73.8K +3,368 +18%
VT
138
Vise Technologies
New York
$473K -$21.7K -989 -4%
PIA
139
Perennial Investment Advisors
California
$468K +$109K +5,000 +30%
AG
140
Ascent Group
Virginia
$459K -$30.8K -1,407 -6%
WAG
141
Wallace Advisory Group
California
$433K -$14.4K -656 -3%
Creative Planning
142
Creative Planning
Kansas
$430K +$437K +19,943 New
AWM
143
Apollon Wealth Management
South Carolina
$405K -$47K -2,146 -10%
GWM
144
GK Wealth Management
Nevada
$385K +$391K +17,844 New
FNWA
145
Financial Network Wealth Advisors
Utah
$354K -$578K -26,392 -62%
GSWM
146
Golden State Wealth Management
California
$349K +$354K +16,186 New
P
147
&Partners
Tennessee
$349K +$355K +16,231 New
SWA
148
Stratos Wealth Advisors
Ohio
$345K -$1.93M -87,992 -85%
MWM
149
Modera Wealth Management
New Jersey
$323K
FM
150
Foster & Motley
Ohio
$321K