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State Street SPDR Portfolio Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
226
Perigon Wealth Management
California
$388K -$102K -3,350 -21%
GWM
227
Geneos Wealth Management
Colorado
$385K +$158K +5,187 +71%
BL
228
Balentine LLC
Georgia
$376K -$16.5K -539 -4%
IFWM
229
Institute for Wealth Management
Colorado
$373K -$23.4K -765 -6%
C
230
Certuity
Florida
$371K +$368K +12,035 New
Baird Financial Group
231
Baird Financial Group
Wisconsin
$369K +$365K +11,945 New
AP
232
Advisor Partners
California
$356K +$61.8K +2,023 +21%
IWM
233
IHT Wealth Management
Illinois
$351K +$92.2K +3,017 +36%
BFEC
234
Benjamin F. Edwards & Company
Missouri
$351K +$198K +6,488 +132%
PPWM
235
PFG Private Wealth Management
Florida
$350K +$19.7K +646 +6%
CIAS
236
Capital Investment Advisory Services
North Carolina
$349K -$216K -7,077 -38%
MSAM
237
Moloney Securities Asset Management
Missouri
$342K -$23.2K -761 -6%
SMFS
238
Squar Milner Financial Services
California
$327K +$16.8K +550 +5%
WOSD
239
WFA of San Diego
California
$311K +$308K +10,079 New
LFAS
240
Level Four Advisory Services
Texas
$301K -$220K -7,214 -43%
WWM
241
Windsor Wealth Management
Indiana
$289K
FAAS
242
First Allied Advisory Services
California
$289K +$286K +9,367 New
PFGIA
243
Patriot Financial Group Insurance Agency
Massachusetts
$281K +$173K +5,661 +165%
MIM
244
Moseley Investment Management
Florida
$272K +$794 +26 +0.3%
Prudential Financial
245
Prudential Financial
New Jersey
$262K -$334K -10,947 -56%
RW
246
REDW Wealth
New Mexico
$262K -$15.9K -520 -6%
JFA
247
JNBA Financial Advisors
Minnesota
$255K -$41.8K -1,367 -14%
CM
248
Cornerstone Management
Georgia
$250K
SSWM
249
Sheets Smith Wealth Management
North Carolina
$247K -$15.3K -500 -6%
GSIS
250
Global Strategic Investment Solutions
Arizona
$247K