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State Street SPDR Portfolio Mortgage Backed Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JRPIM
176
Journey Retirement Planning & Investment Management
Idaho
$205K -$624K -27,713 -75%
BWMG
177
Barnes Wealth Management Group
California
$204K +$206K +9,128 New
S
178
Sachetta
Massachusetts
$194K +$1.37K +61 +0.7%
KCM
179
KM Capital Management
Texas
$162K +$164K +7,294 New
MWPCG
180
Measured Wealth Private Client Group
New Hampshire
$132K -$2.95K -131 -2%
AAP
181
Arax Advisory Partners
Colorado
$87.5K -$18.3K -815 -17%
SPIA
182
Steward Partners Investment Advisory
New York
$84.8K
PCFFS
183
Pacific Center for Financial Services
California
$69.5K
NA
184
NewEdge Advisors
Louisiana
$67.4K +$22.6K +1,002 +50%
CA
185
CoreCap Advisors
Michigan
$66.5K -$946 -42 -1%
Rockefeller Capital Management
186
Rockefeller Capital Management
New York
$65.9K +$46.8K +2,077 +240%
FDW
187
Fourth Dimension Wealth
Ohio
$65.9K -$608 -27 -0.9%
ACA
188
Aptus Capital Advisors
Alabama
$60.3K
UBS Group
189
UBS Group
Switzerland
$46.8K +$47.1K +2,090 New
RFP
190
Root Financial Partners
California
$46.5K +$405 +18 +0.9%
US Bancorp
191
US Bancorp
Minnesota
$44.1K -$13.7K -609 -24%
CFD
192
Creative Financial Designs
Indiana
$43.6K -$56.3K -2,500 -56%
AUB
193
Atlantic Union Bankshares
Virginia
$39K
OSAM
194
O'Shaughnessy Asset Management
Connecticut
$34.7K -$4.88K -217 -12%
FC
195
Financial Consulate
Maryland
$32.2K
KFG
196
Kingdom Financial Group
Arizona
$28.4K +$180 +8 +0.6%
LAS
197
Lloyd Advisory Services
Georgia
$28.4K +$28.6K +1,271 New
SIS
198
Sound Income Strategies
Florida
$23.3K -$3.49K -155 -13%
RFS
199
Richardson Financial Services
Massachusetts
$22.7K -$1.55K -69 -6%
SMBT
200
Southern Michigan Bank & Trust
Michigan
$22.4K +$22.5K +1,000 New