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State Street SPDR Portfolio Mortgage Backed Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Financial Engines Advisors
1
Financial Engines Advisors
California
$2.77B +$54.6M +2,114,958 +2%
MWM
2
Modera Wealth Management
New Jersey
$190M +$9.15M +354,145 +5%
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$115M +$37.5M +1,450,663 +47%
LPL Financial
4
LPL Financial
California
$102M +$13.6M +527,489 +15%
TC
5
TownSquare Capital
Utah
$84.4M +$2.3M +89,003 +3%
KW
6
KWB Wealth
California
$40M +$7.07M +273,772 +21%
UCFA
7
United Capital Financial Advisors
Texas
$36.7M +$6.03M +233,411 +20%
ZIG
8
Zurich Insurance Group
Switzerland
$26.4M +$5.01M +193,798 +23%
Bank of America
9
Bank of America
North Carolina
$25.7M +$1.24M +47,971 +5%
State Street
10
State Street
Massachusetts
$25.5M +$477K +18,448 +2%
GI
11
Gradient Investments
Minnesota
$20.4M +$3.59M +138,903 +21%
GLA
12
Good Life Advisors
Pennsylvania
$17.2M +$787K +30,470 +5%
Citadel Advisors
13
Citadel Advisors
Florida
$15.8M +$9.1M +352,374 +134%
CWP
14
Concord Wealth Partners
Virginia
$15.5M -$4.31M -166,986 -22%
FTUS
15
Flow Traders U.S.
New York
$13M +$4.57M +176,942 +54%
PAG
16
Private Advisor Group
New Jersey
$10.9M +$1.28M +49,608 +13%
AssetMark Inc
17
AssetMark Inc
California
$10.6M +$672K +26,009 +7%
Wells Fargo
18
Wells Fargo
California
$9.37M -$1.42M -54,930 -13%
WAP
19
Wealthcare Advisory Partners
Pennsylvania
$8.62M +$1.07M +41,467 +14%
Ameriprise
20
Ameriprise
Minnesota
$8.06M -$2.98M -115,276 -27%
CWM
21
Chesapeake Wealth Management
Virginia
$7.96M -$763K -29,523 -9%
AWM
22
AE Wealth Management
Kansas
$7.79M +$540K +20,915 +7%
SWP
23
Stratos Wealth Partners
Ohio
$6.96M +$224K +8,680 +3%
Morgan Stanley
24
Morgan Stanley
New York
$6.77M -$1.3M -50,215 -16%
SMM
25
Stadion Money Management
Georgia
$6.76M -$490K -18,953 -7%