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State Street SPDR Portfolio Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CW
251
Connectus Wealth
Ohio
$480K +$488K +16,176 New
MSAM
252
Moloney Securities Asset Management
Missouri
$465K -$93.6K -3,103 -17%
CAC
253
Certified Advisory Corp
Florida
$458K +$466K +15,432 New
SPI
254
Santori & Peters Inc
Pennsylvania
$455K -$36.8K -1,220 -7%
C
255
Certuity
Florida
$429K
LFAS
256
Level Four Advisory Services
Texas
$428K +$51.2K +1,696 +13%
VC
257
Vicus Capital
Pennsylvania
$425K +$55.8K +1,851 +15%
SS
258
Sunbelt Securities
Texas
$422K -$9.32K -309 -2%
BL
259
Balentine LLC
Georgia
$408K +$3.11K +103 +0.8%
JWCA
260
J.W. Cole Advisors
Florida
$396K -$52.5K -1,740 -12%
CCM
261
Crew Capital Management
Ohio
$388K +$395K +13,081 New
APA
262
American Portfolios Advisors
New York
$376K -$5.04K -167 -1%
TCPWM
263
Traverso Chambers Private Wealth Management
California
$370K -$9.89K -328 -3%
QA
264
Quantitative Advantage
Minnesota
$361K
MA
265
Mutual Advisors
Nebraska
$352K -$407K -13,501 -53%
PPWM
266
PFG Private Wealth Management
Florida
$350K +$3.83K +127 +1%
CW
267
CreativeOne Wealth
Kansas
$347K +$353K +11,688 New
IA
268
Insight Advisors
Pennsylvania
$320K -$126K -4,186 -28%
PGFC
269
Peapack-Gladstone Financial Corp
New Jersey
$319K +$324K +10,742 New
HS
270
Horan Securities
United States
$312K -$265K -8,774 -45%
MW
271
Marcum Wealth
Ohio
$311K +$317K +10,496 New
Prudential Financial
272
Prudential Financial
New Jersey
$305K -$11.5K -381 -4%
IWC
273
Integrated Wealth Concepts
Massachusetts
$297K +$80.9K +2,682 +37%
ISWM
274
Independent Solutions Wealth Management
New York
$296K +$65.6K +2,174 +28%
WPWM
275
Windward Private Wealth Management
Kansas
$295K +$300K +9,935 New