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State Street SPDR Portfolio Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PPWM
226
PFG Private Wealth Management
Florida
$324K +$20K +673 +7%
IWS
227
Insight Wealth Strategies
California
$320K +$315K +10,587 New
C1AG
228
Client 1st Advisory Group
Florida
$315K -$294K -9,876 -49%
JP Morgan Chase
229
JP Morgan Chase
New York
$314K +$295K +9,929 +2,108%
SMFS
230
Squar Milner Financial Services
California
$303K +$85.1K +2,864 +40%
GFPC
231
Global Financial Private Client
Florida
$300K +$18.6K +627 +7%
JFA
232
JNBA Financial Advisors
Minnesota
$291K -$87K -2,926 -23%
AP
233
Advisor Partners
California
$287K +$284K +9,537 New
WWM
234
Windsor Wealth Management
Indiana
$283K +$59.6K +2,005 +27%
SW
235
SkyOak Wealth
Michigan
$282K +$14.3K +480 +5%
RPGK
236
Retirement Planning Group (Kansas)
Kansas
$272K -$111K -3,734 -29%
RW
237
REDW Wealth
New Mexico
$272K -$9.24K -311 -3%
MIM
238
Moseley Investment Management
Florida
$265K +$12K +404 +5%
GBBWRPM
239
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$263K -$238K -8,012 -48%
Mercer Global Advisors
240
Mercer Global Advisors
Colorado
$258K -$715K -24,066 -74%
HPC
241
Hobart Private Capital
North Carolina
$257K -$8.03K -270 -3%
SSWM
242
Sheets Smith Wealth Management
North Carolina
$257K
IWM
243
IHT Wealth Management
Illinois
$253K +$248K +8,358 New
AWM
244
Affinity Wealth Management
Delaware
$251K -$694K -23,338 -74%
ACM
245
Armbruster Capital Management
New York
$250K -$249K -8,360 -50%
CM
246
Cornerstone Management
Georgia
$245K -$9.69K -326 -4%
GSIS
247
Global Strategic Investment Solutions
Arizona
$242K
BI
248
Ballast Inc
Kentucky
$241K -$976K -32,825 -80%
ISWM
249
Independent Solutions Wealth Management
New York
$235K +$12.1K +407 +6%
RJT
250
Raymond James Trust
Florida
$223K +$219K +7,383 New