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State Street SPDR Portfolio Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWP
226
Strategic Wealth Partners
Ohio
$1.51M +$53.1K +2,157 +4%
ACM
227
Absolute Capital Management
Pennsylvania
$1.45M +$1.39M +56,621 New
CIC
228
Carnegie Investment Counsel
Ohio
$1.42M -$64.1K -2,607 -4%
FI
229
FWG Investments
Kentucky
$1.39M +$1.33M +54,234 New
LA
230
Lifeworks Advisors
Michigan
$1.39M -$215K -8,740 -14%
BWG
231
Balanced Wealth Group
Ohio
$1.38M +$1.33M +53,881 New
CCM
232
Crabel Capital Management
California
$1.38M +$1.32M +53,808 New
FTA
233
Financial & Tax Architects
Missouri
$1.37M -$943K -38,352 -42%
VBFP
234
Valtinson Bruner Financial Planning
Minnesota
$1.33M +$47.4K +1,926 +4%
CWM
235
Congress Wealth Management
Massachusetts
$1.32M +$432K +17,555 +51%
LNC
236
Lincoln National Corp
Pennsylvania
$1.32M +$134K +5,452 +12%
PAG
237
Paladin Advisory Group
Iowa
$1.25M +$515K +20,931 +76%
KAS
238
Kestra Advisory Services
Texas
$1.23M +$383K +15,580 +48%
PWP
239
Precedent Wealth Partners
Texas
$1.23M +$1.18M +47,789 New
PCA
240
Prosperity Capital Advisors
Ohio
$1.21M -$89.1K -3,623 -7%
CAS
241
Coppell Advisory Solutions
Texas
$1.2M -$1.17M -47,386 -50%
HWP
242
Hibernia Wealth Partners
Louisiana
$1.2M +$1.15M +46,655 New
RWA
243
Rooted Wealth Advisors
Illinois
$1.19M -$352K -14,308 -23%
PA
244
PFW Advisors
Georgia
$1.17M +$1.12M +45,549 New
TA
245
TKG Advisors
Indiana
$1.16M +$58.7K +2,386 +6%
VWA
246
Visionary Wealth Advisors
Illinois
$1.15M +$91.3K +3,712 +9%
IA
247
IFP Advisors
Florida
$1.1M -$597K -24,258 -36%
SCM
248
Steele Capital Management
Iowa
$1.09M +$1.05M +42,696 New
Prudential Financial
249
Prudential Financial
New Jersey
$1.09M +$413K +16,780 +65%
National Bank of Canada
250
National Bank of Canada
Quebec, Canada
$1.08M +$154K +6,257 +17%