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State Street SPDR Portfolio Mortgage Backed Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TAM
201
Tucker Asset Management
Colorado
$2.31K +$2.29K +107 New
CA
202
Continuum Advisory
Idaho
$2.27K – – –
ACM
203
Anfield Capital Management
California
$2.24K – – –
FCAS
204
First Command Advisory Services
Texas
$2.01K +$1.99K +93 New
FFA
205
Founders Financial Alliance
North Carolina
$1.81K – – –
BTI
206
Blue Trust Inc
Georgia
$1.74K – – –
AWM
207
Avior Wealth Management
Nebraska
$1.45K – – –
VFA
208
Values First Advisors
Tennessee
$280 – – –
PNC Financial Services Group
209
PNC Financial Services Group
Pennsylvania
$194 -$1.5K -70 -89%
FFM
210
Forum Financial Management
Illinois
– -$7.81M -359,515 Closed
KFGK
211
Keystone Financial Group (Kentucky)
Kentucky
– -$2.57M -118,137 Closed
JWM
212
JPL Wealth Management
Colorado
– -$990K -45,584 Closed
SAG
213
SageView Advisory Group
California
– -$1.39M -45,071 Closed
IGWM
214
ICA Group Wealth Management
Colorado
– -$450K -20,729 Closed
CA
215
CGN Advisors
Kansas
– -$345K -15,887 Closed
RT
216
Rockland Trust
Massachusetts
– -$299K -13,757 Closed
RA
217
RFG Advisory
Alabama
– -$271K -12,484 Closed
FIA
218
Foundations Investment Advisors
Arizona
– -$270K -12,449 Closed
Corient Private Wealth
219
Corient Private Wealth
Florida
– -$231K -10,642 Closed
CC
220
Courier Capital
New York
– -$205K -9,436 Closed
SFG
221
Snider Financial Group
Washington
– -$201K -9,238 Closed
EWA
222
EP Wealth Advisors
California
– -$136K -6,243 Closed
VWM
223
Venturi Wealth Management
Texas
– -$120K -5,546 Closed
NB
224
NBT Bank
New York
– -$26.8K -1,234 Closed
CFGS
225
Concourse Financial Group Securities
Alabama
– -$9.75K -456 Closed