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State Street SPDR Portfolio Mortgage Backed Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AG
151
Ascent Group
Virginia
$353K -$15.1K -670 -4%
VAG
152
VisionPoint Advisory Group
Texas
$351K +$81.1K +3,603 +30%
TBF
153
True Blue Financial
Michigan
$335K +$337K +14,962 New
TFP
154
TrueWealth Financial Partners
Washington
$335K +$337K +14,962 New
FM
155
Foster & Motley
Ohio
$333K
AIM
156
Acropolis Investment Management
Missouri
$332K +$7.43K +330 +2%
MWM
157
Modera Wealth Management
New Jersey
$322K -$14.5K -643 -4%
GVAG
158
Great Valley Advisor Group
Delaware
$321K +$75.8K +3,368 +31%
WWA
159
WCG Wealth Advisors
Nevada
$297K +$298K +13,237 New
CM
160
Columbus Macro
Pennsylvania
$296K -$20.4K -906 -6%
BTWM
161
Baker Tilly Wealth Management
Wisconsin
$291K -$18.7K -832 -6%
WS
162
Wedbush Securities
California
$277K +$279K +12,380 New
PIA
163
Perennial Investment Advisors
California
$274K -$183K -8,136 -40%
LAS
164
Legacy Advisory Services
Pennsylvania
$273K +$4.23K +188 +2%
LBC
165
Lowe Brockenbrough & Co
Virginia
$269K
Jones Financial Companies
166
Jones Financial Companies
Missouri
$269K +$191K +8,464 +241%
GWP
167
Gateway Wealth Partners
Wisconsin
$254K -$12.9K -575 -5%
DE
168
Diversified Enterprises
Delaware
$243K
OWCM
169
One Wealth Capital Management
Arizona
$242K -$2.27K -101 -0.9%
AWM
170
Axxcess Wealth Management
California
$241K +$242K +10,764 New
HighTower Advisors
171
HighTower Advisors
Illinois
$237K +$18.4K +816 +8%
BCWM
172
Bartlett & Co Wealth Management
Ohio
$232K
Susquehanna International Group
173
Susquehanna International Group
Pennsylvania
$230K -$1.22M -54,228 -84%
HFO
174
Heritage Family Offices
Arizona
$227K +$17.1K +761 +8%
APA
175
Astoria Portfolio Advisors
New York
$220K +$217K +9,645 New