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State Street SPDR Portfolio Mortgage Backed Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WAP
151
Wealthcare Advisory Partners
Pennsylvania
$311K +$11.9K +545 +4%
CWP
152
Concord Wealth Partners
Virginia
$297K -$187K -8,546 -38%
AIM
153
Acropolis Investment Management
Missouri
$295K +$17.1K +780 +6%
LCC
154
Lincoln Capital Corp
Rhode Island
$283K +$51.4K +2,349 +22%
LBC
155
Lowe Brockenbrough & Co
Virginia
$259K
LAS
156
Legacy Advisory Services
Pennsylvania
$252K +$3.53K +161 +1%
DE
157
Diversified Enterprises
Delaware
$250K +$27.7K +1,266 +12%
TNA
158
True North Advisors
Texas
$248K +$252K +11,512 New
CIA
159
Capital Investment Advisors
Georgia
$243K +$7.97K +364 +3%
FIA
160
Foundations Investment Advisors
Arizona
$233K +$237K +10,804 New
SG
161
StoneX Group
New York
$231K +$235K +10,717 New
OWCM
162
One Wealth Capital Management
Arizona
$226K +$229K +10,467 New
BCWM
163
Bartlett & Co Wealth Management
Ohio
$223K
LFAS
164
Level Four Advisory Services
Texas
$218K -$45.6K -2,082 -17%
RCS
165
Retirement Capital Strategies
California
$215K -$1.23M -55,956 -85%
AWA
166
Acorn Wealth Advisors
Michigan
$211K
MML Investors Services
167
MML Investors Services
Massachusetts
$206K +$210K +9,581 New
LA
168
LexAurum Advisors
Kansas
$204K +$208K +9,482 New
HFO
169
Heritage Family Offices
Arizona
$202K
FDW
170
Fourth Dimension Wealth
Ohio
$178K +$181K +8,275 New
Qube Research & Technologies (QRT)
171
Qube Research & Technologies (QRT)
United Kingdom
$156K +$158K +7,238 New
EWA
172
EP Wealth Advisors
California
$151K +$153K +7,005 New
CFD
173
Creative Financial Designs
Indiana
$143K +$92.8K +4,240 +177%
HGERS
174
Householder Group Estate & Retirement Specialist
Arizona
$136K -$706K -32,261 -84%
SWM
175
Spire Wealth Management
Virginia
$109K -$224K -10,217 -67%