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State Street SPDR Portfolio Mortgage Backed Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SC
176
Savant Capital
Illinois
$245K +$244K +10,952 New
MFWP
177
Mosaic Family Wealth Partners
Missouri
$239K +$239K +10,705 New
WS
178
Wedbush Securities
California
$238K -$51.2K -2,296 -18%
BAM
179
Belpointe Asset Management
Nevada
$236K -$803K -36,008 -77%
FIA
180
Foundations Investment Advisors
Arizona
$231K +$5.55K +249 +2%
BCWM
181
Bartlett & Co Wealth Management
Ohio
$231K
LA
182
Lifeworks Advisors
Michigan
$230K +$230K +10,321 New
AWA
183
Acorn Wealth Advisors
Michigan
$220K +$220K +9,863 New
JRPIM
184
Journey Retirement Planning & Investment Management
Idaho
$215K +$10.9K +487 +5%
CWM
185
Centurion Wealth Management
Virginia
$209K +$209K +9,381 New
HFO
186
Heritage Family Offices
Arizona
$209K
PEWA
187
Pacific Excel Wealth Advisors
California
$209K +$209K +9,363 New
LFAS
188
Level Four Advisory Services
Texas
$207K -$1K -45 -0.5%
S
189
Sachetta
Massachusetts
$196K +$2.68K +120 +1%
MWPCG
190
Measured Wealth Private Client Group
New Hampshire
$126K -$6.29K -282 -5%
IA
191
IFG Advisory
Georgia
$95.1K +$95K +4,261 New
PNC Financial Services Group
192
PNC Financial Services Group
Pennsylvania
$93.5K +$93.3K +4,183 +46,478%
SPIA
193
Steward Partners Investment Advisory
New York
$84.5K
OSAM
194
O'Shaughnessy Asset Management
Connecticut
$84.4K +$49.7K +2,230 +144%
PCFFS
195
Pacific Center for Financial Services
California
$69.2K
NA
196
NewEdge Advisors
Louisiana
$67.2K
CA
197
CoreCap Advisors
Michigan
$66.2K
FDW
198
Fourth Dimension Wealth
Ohio
$63.9K -$1.72K -77 -3%
CWP
199
Concord Wealth Partners
Virginia
$59.8K +$59.8K +2,681 New
William Blair & Company
200
William Blair & Company
Illinois
$49.7K +$41.1K +1,845 +482%