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State Street SPDR Portfolio Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CM
251
Cornerstone Management
Georgia
$249K
HCA
252
Horan Capital Advisors
Ohio
$249K +$250K +8,077 New
GSIS
253
Global Strategic Investment Solutions
Arizona
$246K
SSWM
254
Sheets Smith Wealth Management
North Carolina
$246K
ISWM
255
Independent Solutions Wealth Management
New York
$245K +$6.56K +212 +3%
IA
256
IFG Advisory
Georgia
$241K +$243K +7,852 New
GKWIM
257
Gerber Kawasaki Wealth & Investment Management
California
$238K +$240K +7,747 New
CW
258
CreativeOne Wealth
Kansas
$223K -$294K -9,485 -57%
Fidelity Investments
259
Fidelity Investments
Massachusetts
$222K +$46.4K +1,500 +26%
JFA
260
JNBA Financial Advisors
Minnesota
$219K -$35.9K -1,159 -14%
ADL
261
Asset Dedication LLC
California
$216K +$1.3K +42 +0.6%
AWM
262
Affinity Wealth Management
Delaware
$214K +$216K +6,974 New
ZIM
263
Zacks Investment Management
Illinois
$212K
NFG
264
Next Financial Group
Texas
$174K +$175K +5,658 New
BCMIO
265
Beacon Capital Management Inc (Ohio)
Ohio
$143K
CIAS
266
Capital Investment Advisory Services
North Carolina
$138K -$211K -6,830 -60%
SIS
267
Sound Income Strategies
Florida
$119K +$712 +23 +0.6%
Deutsche Bank
268
Deutsche Bank
Germany
$105K -$1.81M -58,578 -95%
BlackRock
269
BlackRock
New York
$105K +$83.9K +2,711 +394%
CPW
270
Catalyst Private Wealth
California
$104K +$104K +3,367 New
CSPIA
271
Cary Street Partners Investment Advisory
Virginia
$103K +$103K +3,333 New
AWMS
272
Advocacy Wealth Management Services
Georgia
$88K
FPB
273
First PREMIER Bank
South Dakota
$88K
William Blair & Company
274
William Blair & Company
Illinois
$85K
WCG
275
Weaver Consulting Group
California
$73K