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State Street SPDR Portfolio Mortgage Backed Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GS
126
GTS Securities
Florida
$773K +$763K +35,069 New
JWM
127
JPL Wealth Management
Colorado
$733K +$231K +10,629 +47%
IA
128
IFP Advisors
Florida
$723K +$51.1K +2,350 +8%
BFA
129
Bragg Financial Advisors
North Carolina
$717K
PA
130
PFG Advisors
Arizona
$710K +$92.1K +4,237 +15%
IAA
131
Independent Advisor Alliance
North Carolina
$693K -$24.1M -1,109,029 -97%
FWP
132
Forefront Wealth Partners
Texas
$668K +$659K +30,298 New
NG
133
Norden Group
Utah
$645K -$35.4K -1,629 -5%
NCM
134
Northwest Capital Management
Oregon
$622K -$20.7K -954 -3%
WA
135
WBH Advisory
Maryland
$596K -$2.2K -101 -0.4%
DWM
136
Diversify Wealth Management
Utah
$544K -$133K -6,128 -20%
GSWM
137
Golden State Wealth Management
California
$526K +$166K +7,656 +47%
PIA
138
Perennial Investment Advisors
California
$511K +$32.2K +1,479 +7%
Thrivent Financial for Lutherans
139
Thrivent Financial for Lutherans
Minnesota
$509K
ECM
140
Exchange Capital Management
Michigan
$503K -$493K -22,678 -50%
Rockefeller Capital Management
141
Rockefeller Capital Management
New York
$503K +$496K +22,794 New
CWM
142
Congress Wealth Management
Massachusetts
$492K +$43 +2 +0%
BTWM
143
Baker Tilly Wealth Management
Wisconsin
$473K -$31.1K -1,429 -6%
SWA
144
Stratos Wealth Advisors
Ohio
$469K +$114K +5,255 +33%
FNWA
145
Financial Network Wealth Advisors
Utah
$458K +$95.1K +4,374 +27%
CFG
146
Carr Financial Group
Massachusetts
$451K -$101K -4,638 -18%
TSS
147
Two Sigma Securities
New York
$449K +$443K +20,355 New
MAFA
148
MJT & Associates Financial Advisory
Minnesota
$446K +$440K +20,225 New
P
149
&Partners
Tennessee
$425K +$66.3K +3,050 +19%
AWM
150
Apollon Wealth Management
South Carolina
$423K +$8.26K +380 +2%