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State Street SPDR Portfolio Mortgage Backed Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CM
151
Columbus Macro
Pennsylvania
$365K -$500K -22,939 -58%
CAPTRUST Financial Advisors
152
CAPTRUST Financial Advisors
North Carolina
$353K +$45.3K +2,077 +15%
AG
153
Ascent Group
Virginia
$340K -$23K -1,054 -6%
WAP
154
Wealthcare Advisory Partners
Pennsylvania
$336K +$741 +34 +0.2%
MWM
155
Modera Wealth Management
New Jersey
$332K +$610 +28 +0.2%
FM
156
Foster & Motley
Ohio
$329K
BTWM
157
Baker Tilly Wealth Management
Wisconsin
$324K -$148K -6,800 -32%
MML Investors Services
158
MML Investors Services
Massachusetts
$323K +$50.6K +2,320 +19%
AIM
159
Acropolis Investment Management
Missouri
$320K +$17.4K +800 +6%
MFG
160
Merit Financial Group
Georgia
$299K -$1.02M -46,582 -77%
LBC
161
Lowe Brockenbrough & Co
Virginia
$265K
LAS
162
Legacy Advisory Services
Pennsylvania
$263K +$2.38K +109 +0.9%
DE
163
Diversified Enterprises
Delaware
$234K -$28.3K -1,298 -11%
GVAG
164
Great Valley Advisor Group
Delaware
$232K +$229K +10,514 New
OWCM
165
One Wealth Capital Management
Arizona
$230K -$1.59K -73 -0.7%
BCWM
166
Bartlett & Co Wealth Management
Ohio
$229K
VW
167
Vance Wealth
California
$224K +$221K +10,149 New
LCC
168
Lincoln Capital Corp
Rhode Island
$221K
LFAS
169
Level Four Advisory Services
Texas
$221K -$2.09K -96 -1%
AWM
170
Alterna Wealth Management
Texas
$218K -$9.42K -432 -4%
AWA
171
Acorn Wealth Advisors
Michigan
$217K
LA
172
LexAurum Advisors
Kansas
$214K
HighTower Advisors
173
HighTower Advisors
Illinois
$207K +$204K +9,366 New
HFO
174
Heritage Family Offices
Arizona
$206K
CWP
175
Concord Wealth Partners
Virginia
$191K -$46.7K -2,144 -20%