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State Street SPDR Portfolio Mortgage Backed Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AIM
151
Acropolis Investment Management
Missouri
$320K
CM
152
Columbus Macro
Pennsylvania
$317K -$53.2K -2,402 -15%
BTWM
153
Baker Tilly Wealth Management
Wisconsin
$310K -$18.6K -841 -6%
DWM
154
Diversify Wealth Management
Utah
$286K -$134K -6,072 -32%
VAG
155
VisionPoint Advisory Group
Texas
$271K +$267K +12,069 New
LAS
156
Legacy Advisory Services
Pennsylvania
$269K +$2.48K +112 +0.9%
LBC
157
Lowe Brockenbrough & Co
Virginia
$269K
GWP
158
Gateway Wealth Partners
Wisconsin
$267K +$263K +11,904 New
GVAG
159
Great Valley Advisor Group
Delaware
$246K +$9.87K +446 +4%
OWCM
160
One Wealth Capital Management
Arizona
$245K +$11.4K +515 +5%
AWM
161
Apollon Wealth Management
South Carolina
$244K -$186K -8,425 -44%
DE
162
Diversified Enterprises
Delaware
$243K +$5.91K +267 +3%
LA
163
LexAurum Advisors
Kansas
$238K +$20.3K +918 +9%
BCWM
164
Bartlett & Co Wealth Management
Ohio
$232K
HighTower Advisors
165
HighTower Advisors
Illinois
$219K +$8.85K +400 +4%
LFAS
166
Level Four Advisory Services
Texas
$216K -$8.05K -364 -4%
LWM
167
Liberty Wealth Management
California
$215K +$212K +9,600 New
HFO
168
Heritage Family Offices
Arizona
$210K
AWM
169
Alterna Wealth Management
Texas
$204K -$16.4K -741 -8%
S
170
Sachetta
Massachusetts
$204K +$41.2K +1,861 +26%
Fidelity Investments
171
Fidelity Investments
Massachusetts
$199K +$73K +3,300 +59%
CWP
172
Concord Wealth Partners
Virginia
$133K -$60.3K -2,727 -31%
US Bancorp
173
US Bancorp
Minnesota
$118K
Rockefeller Capital Management
174
Rockefeller Capital Management
New York
$103K +$102K +4,610 New
MWPCG
175
Measured Wealth Private Client Group
New Hampshire
$101K +$99.7K +4,504 New