We are live on ! Find out more
SPAB icon

State Street SPDR Portfolio Aggregate Bond ETF
SPAB

Name Holding Trade Value Shares
Change 		Change in
Stake
WAS
226
Winch Advisory Services
Wisconsin
$879K -$8K -269 -0.9%
BAM
227
Belpointe Asset Management
Nevada
$838K -$110K -3,694 -12%
RCIM
228
Red Cedar Investment Management
Michigan
$817K – – –
RFA
229
Reilly Financial Advisors
California
$788K -$23.6K -792 -3%
DC
230
Davenport & Co
Virginia
$787K +$51.1K +1,719 +7%
HI
231
Harbour Investments
Wisconsin
$760K -$925K -31,111 -55%
CA
232
CoreCap Advisors
Michigan
$757K +$760K +25,565 New
BJL
233
Brighton Jones LLC
Washington
$747K -$5.14K -173 -0.7%
AF
234
Advisornet Financial
Minnesota
$711K -$320K -10,748 -31%
SA
235
Shilanski & Associates
Alaska
$701K +$13K +436 +2%
DWM
236
Darwin Wealth Management
Florida
$676K -$145K -4,872 -17%
SAM
237
Strategic Asset Management
Minnesota
$655K +$80.6K +2,710 +14%
CCM
238
Coldstream Capital Management
Washington
$637K +$639K +21,506 New
IFPL
239
Investments & Financial Planning LLC
Kentucky
$607K +$636K +21,404 New
CAAS
240
Capital Asset Advisory Services
Michigan
$606K +$9.72K +327 +2%
VIA
241
Vickerman Investment Advisors
Washington
$601K -$852K -28,665 -59%
BFA
242
Beacon Financial Advisory
Ohio
$597K -$10.2K -343 -2%
BMD
243
Better Money Decisions
New Mexico
$584K -$267K -8,972 -31%
VC
244
Vicus Capital
Pennsylvania
$582K +$6.72K +226 +1%
AAS
245
Ameritas Advisory Services
Nebraska
$581K +$583K +19,608 New
AP
246
Advisor Partners
California
$566K +$91.7K +3,084 +19%
SFS
247
Sowell Financial Services
Arkansas
$554K -$119K -4,013 -18%
RRCM
248
Rappaport Reiches Capital Management
Illinois
$538K +$13.4K +451 +3%
EWM
249
Echo Wealth Management
Minnesota
$533K +$102K +3,446 +23%
MW
250
Marcum Wealth
Ohio
$525K -$4.22K -142 -0.8%
8 9
10
11 12