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State Street SPDR Portfolio Mortgage Backed Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WAG
151
Wallace Advisory Group
California
$421K +$6.91K +318 +2%
RCS
152
Retirement Capital Strategies
California
$390K +$168K +7,729 +78%
GWM
153
GK Wealth Management
Nevada
$374K -$19.6K -901 -5%
AWS
154
Atria Wealth Solutions
New York
$371K -$112K -5,145 -23%
BAM
155
Belpointe Asset Management
Nevada
$367K +$361K +16,623 New
AG
156
Ascent Group
Virginia
$362K -$106K -4,882 -23%
WAP
157
Wealthcare Advisory Partners
Pennsylvania
$335K +$16K +738 +5%
MWM
158
Modera Wealth Management
New Jersey
$331K
FM
159
Foster & Motley
Ohio
$328K
IAN
160
Integrated Advisors Network
Texas
$321K +$317K +14,569 New
CAPTRUST Financial Advisors
161
CAPTRUST Financial Advisors
North Carolina
$306K +$302K +13,894 New
AIM
162
Acropolis Investment Management
Missouri
$302K
CFD
163
Creative Financial Designs
Indiana
$294K +$146K +6,697 +101%
MML Investors Services
164
MML Investors Services
Massachusetts
$271K +$58.6K +2,693 +28%
LBC
165
Lowe Brockenbrough & Co
Virginia
$265K
DE
166
Diversified Enterprises
Delaware
$262K +$5.81K +267 +2%
LAS
167
Legacy Advisory Services
Pennsylvania
$260K +$1.52K +70 +0.6%
TPW
168
Talon Private Wealth
Florida
$258K +$226K +10,382 +760%
CWP
169
Concord Wealth Partners
Virginia
$238K -$64.9K -2,983 -22%
OWCM
170
One Wealth Capital Management
Arizona
$231K +$217 +10 +0.1%
BCWM
171
Bartlett & Co Wealth Management
Ohio
$228K
AWM
172
Alterna Wealth Management
Texas
$227K -$256K -11,762 -53%
LFAS
173
Level Four Advisory Services
Texas
$222K -$1.06K -49 -0.5%
LCC
174
Lincoln Capital Corp
Rhode Island
$220K -$67.8K -3,116 -24%
AWA
175
Acorn Wealth Advisors
Michigan
$216K