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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
$2.97B +$232M +9,099,741 +8%
MWM
2
Modera Wealth Management
New Jersey
$179M -$8.44M -330,999 -4%
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$120M +$7.91M +310,137 +7%
LPL Financial
4
LPL Financial
California
$101M +$135K +5,312 +0.1%
TC
5
TownSquare Capital
Utah
$81.7M -$1.61M -63,343 -2%
UCFA
6
United Capital Financial Advisors
Texas
$41.5M +$5.3M +207,815 +15%
KW
7
KWB Wealth
California
$40.8M +$1.36M +53,489 +3%
ZIG
8
Zurich Insurance Group
Switzerland
$37.6M +$11.6M +454,179 +44%
State Street
9
State Street
Massachusetts
$29.3M +$4.18M +164,035 +17%
GI
10
Gradient Investments
Minnesota
$23.2M +$3.06M +120,197 +15%
Bank of America
11
Bank of America
North Carolina
$23M -$2.42M -95,113 -10%
CWP
12
Concord Wealth Partners
Virginia
$17.1M +$1.85M +72,588 +12%
GLA
13
Good Life Advisors
Pennsylvania
$17.1M +$40.2K +1,576 +0.2%
PAG
14
Private Advisor Group
New Jersey
$13.1M +$2.39M +93,654 +22%
FTUS
15
Flow Traders U.S.
New York
$13.1M +$198K +7,762 +2%
CFO
16
Capitol Family Office
Oregon
$12.8M +$12.9M +504,340 New
CI
17
CX Institutional
Indiana
$11.8M +$11.8M +463,419 New
AssetMark Inc
18
AssetMark Inc
California
$10.9M +$483K +18,954 +5%
DJSG
19
D.J. St. Germain
Massachusetts
$10.2M +$10.3M +403,430 New
CAMV
20
Concord Asset Management (Virginia)
Virginia
$9.71M +$9.76M +382,711 New
SWP
21
Stratos Wealth Partners
Ohio
$9.47M +$2.62M +102,784 +38%
CFIA
22
Cantor Fitzgerald Investment Advisors
New York
$9.38M +$9.42M +369,683 New
Ameriprise
23
Ameriprise
Minnesota
$8.34M +$390K +15,298 +5%
MCC
24
Money Concepts Capital
Florida
$8.23M +$8.26M +324,174 New
AWM
25
AE Wealth Management
Kansas
$7.98M +$289K +11,337 +4%