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State Street SPDR Portfolio Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BCM
226
Brookstone Capital Management
Illinois
$848K -$447K -16,784 -34%
BMD
227
Better Money Decisions
New Mexico
$836K +$125K +4,697 +17%
PFA
228
Pinnacle Family Advisors
Missouri
$826K -$372K -13,964 -31%
TA
229
TKG Advisors
Indiana
$788K -$15.1K -565 -2%
KWM
230
KerberRose Wealth Management
Wisconsin
$768K +$777K +29,151 New
LA
231
Lifeworks Advisors
Michigan
$752K +$291K +10,925 +62%
HI
232
Harbour Investments
Wisconsin
$733K +$741K +27,823 New
SWP
233
Strategic Wealth Partners
Ohio
$732K -$22K -827 -3%
RCIM
234
Red Cedar Investment Management
Michigan
$726K
APWA
235
Atlas Private Wealth Advisors
New Jersey
$689K -$11.1M -415,654 -94%
SA
236
Shilanski & Associates
Alaska
$683K +$46.7K +1,752 +7%
FMWA
237
Forvis Mazars Wealth Advisors
Missouri
$683K +$691K +25,925 New
TWM
238
Tolleson Wealth Management
Texas
$658K +$665K +24,968 New
PIFP
239
Partners in Financial Planning
Virginia
$635K +$655K +24,568 New
BAM
240
Belpointe Asset Management
Nevada
$635K +$33.2K +1,247 +5%
GRP
241
Global Retirement Partners
California
$634K +$19.7K +741 +3%
DC
242
Davenport & Co
Virginia
$617K -$63.5K -2,385 -9%
National Bank of Canada
243
National Bank of Canada
Quebec, Canada
$614K +$279K +10,482 +82%
TVAMP
244
Tennessee Valley Asset Management Partners
Tennessee
$603K +$201K +7,532 +49%
BRWM
245
B. Riley Wealth Management
Tennessee
$598K -$133K -5,000 -18%
LFS
246
Lutz Financial Services
Nebraska
$589K -$815K -30,593 -58%
MA
247
Mutual Advisors
Nebraska
$581K +$394K +14,793 +204%
GIA
248
Gladstone Institutional Advisory
Florida
$580K -$111K -4,177 -16%
Vanguard Personalized Indexing Management
249
Vanguard Personalized Indexing Management
California
$579K
SW
250
Simplicity Wealth
New Jersey
$578K -$396K -14,862 -40%