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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
$1.5M -$21.4K -860 -1%
DWP
227
Destiny Wealth Partners
Florida
$1.5M -$30.9K -1,241 -2%
KPWS
228
Kestra Private Wealth Services
Texas
$1.5M -$41.2K -1,654 -3%
MWM
229
Meridian Wealth Management
Kentucky
$1.46M +$1.45M +58,162 New
WAS
230
Wealth Advisory Solutions
Indiana
$1.44M +$53.5K +2,148 +4%
WAS
231
Winch Advisory Services
Wisconsin
$1.42M +$199K +7,970 +16%
PFA
232
Pinnacle Family Advisors
Missouri
$1.42M -$121K -4,869 -8%
Goldman Sachs
233
Goldman Sachs
New York
$1.41M
CIC
234
Carnegie Investment Counsel
Ohio
$1.4M +$25.5K +1,025 +2%
WCFA
235
Walkner Condon Financial Advisors
Wisconsin
$1.33M -$218K -8,734 -14%
VWA
236
Visionary Wealth Advisors
Illinois
$1.31M +$56.4K +2,262 +5%
LA
237
Lifeworks Advisors
Michigan
$1.3M -$55K -2,208 -4%
PTC
238
Private Trust Company
Ohio
$1.29M -$458K -18,366 -26%
ACM
239
Absolute Capital Management
Pennsylvania
$1.28M -$31.4K -1,260 -2%
T
240
Tidemark
California
$1.24M -$657K -26,353 -35%
PWH
241
Priebe Wealth Holdings
Minnesota
$1.23M +$306K +12,282 +34%
WIA
242
World Investment Advisors
California
$1.22M +$1.22M +48,803 New
NRI
243
NFP Retirement Inc
California
$1.2M +$10.2K +409 +0.9%
RPSA
244
Richard P. Slaughter Associates
Texas
$1.19M +$116K +4,659 +11%
PAG
245
Paladin Advisory Group
Iowa
$1.18M -$41.5K -1,664 -3%
TA
246
TKG Advisors
Indiana
$1.17M -$13.1K -524 -1%
NAS
247
Nicolet Advisory Services
Wisconsin
$1.17M -$1.81M -72,431 -61%
IFG
248
Independent Financial Group
California
$1.15M +$398K +15,985 +53%
AWM
249
Axxcess Wealth Management
California
$1.14M -$19K -762 -2%
GSC
250
G&S Capital
Colorado
$1.13M +$144K +5,789 +15%