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State Street SPDR Portfolio Aggregate Bond ETF
SPAB

Name Holding Trade Value Shares
Change 		Change in
Stake
TI
226
Truepoint Inc
Ohio
$318K +$319K +10,835 New
CAS
227
Cascadia Advisory Services
Oregon
$316K +$317K +10,768 New
PPWM
228
PFG Private Wealth Management
Florida
$295K +$296K +10,037 New
CAL
229
Capital Analysts LLC
Pennsylvania
$289K +$40.2K +1,365 +16%
FTUS
230
Flow Traders U.S.
New York
$279K -$2.88M -97,839 -91%
AFP
231
Ausdal Financial Partners
Iowa
$276K +$273K +9,251 New
RW
232
REDW Wealth
New Mexico
$274K -$4.27K -145 -2%
GFPC
233
Global Financial Private Client
Florida
$273K +$274K +9,281 New
CFG
234
Cooper Financial Group
California
$266K +$267K +9,053 New
SL
235
Savior LLC
Massachusetts
$262K +$263K +8,918 New
SW
236
SkyOak Wealth
Michigan
$260K +$261K +8,866 New
HPC
237
Hobart Private Capital
North Carolina
$258K -$138K -4,688 -35%
SSWM
238
Sheets Smith Wealth Management
North Carolina
$250K – – –
IF
239
IRON Financial
Illinois
$248K +$249K +8,433 New
CM
240
Cornerstone Management
Georgia
$247K +$39.6K +1,345 +19%
MIM
241
Moseley Investment Management
Florida
$246K -$295 -10 -0.1%
AWM
242
Avior Wealth Management
Nebraska
$236K +$234K +7,944 +8,635%
GSIS
243
Global Strategic Investment Solutions
Arizona
$235K +$236K +8,000 New
FAIM
244
Financial Advocates Investment Management
Washington
$220K +$221K +7,487 New
ADL
245
Asset Dedication LLC
California
$217K +$3.68K +125 +2%
CWM
246
Cornerstone Wealth Management
Missouri
$217K +$217K +7,371 New
ISWM
247
Independent Solutions Wealth Management
New York
$216K +$217K +7,355 New
WWM
248
Windsor Wealth Management
Indiana
$216K +$14.8K +502 +7%
SMFS
249
Squar Milner Financial Services
California
$210K -$85.7K -2,909 -29%
WI
250
Wintrust Investments
Illinois
$206K – – –
8 9
10
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