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State Street SPDR Portfolio Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CW
226
CreativeOne Wealth
Kansas
$731K +$225K +8,590 +41%
MPW
227
MGO Private Wealth
California
$712K +$748K +28,552 New
BCM
228
Brookstone Capital Management
Illinois
$702K -$103K -3,937 -12%
GRP
229
Global Retirement Partners
California
$702K +$117K +4,457 +19%
WEG
230
World Equity Group
Illinois
$696K +$262K +9,990 +56%
Baird Financial Group
231
Baird Financial Group
Wisconsin
$661K -$30.8M -1,176,131 -98%
APWA
232
Atlas Private Wealth Advisors
New Jersey
$638K -$15.4K -586 -2%
TWM
233
Tolleson Wealth Management
Texas
$623K
Charles Schwab
234
Charles Schwab
California
$620K -$459K -17,496 -41%
PTC
235
Private Trust Company
Ohio
$616K -$373K -14,227 -37%
Mariner
236
Mariner
Kansas
$605K -$257K -9,793 -29%
FMWA
237
Forvis Mazars Wealth Advisors
Missouri
$589K -$61K -2,329 -9%
National Bank of Canada
238
National Bank of Canada
Quebec, Canada
$587K +$5.74K +219 +0.9%
CAC
239
Certified Advisory Corp
Florida
$581K +$610K +23,270 New
WAS
240
Winch Advisory Services
Wisconsin
$560K +$22.6K +863 +4%
GIA
241
Gladstone Institutional Advisory
Florida
$556K +$6.4K +244 +1%
SW
242
Simplicity Wealth
New Jersey
$556K +$9.86K +376 +2%
SSC
243
Syverson Strege & Co
Iowa
$543K -$430K -16,411 -43%
WWM
244
Western Wealth Management
Colorado
$536K +$18K +688 +3%
CWM
245
Congress Wealth Management
Massachusetts
$528K +$130K +4,975 +31%
SWIG
246
Strategic Wealth Investment Group
Kentucky
$500K -$324K -12,376 -38%
VC
247
Vicus Capital
Pennsylvania
$496K +$25K +955 +5%
PFA
248
Professional Financial Advisors
Nebraska
$493K +$2.94K +112 +0.6%
NFP
249
Narus Financial Partners
Utah
$492K -$9.99K -381 -2%
DC
250
Davenport & Co
Virginia
$489K -$100K -3,818 -16%