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State Street SPDR Portfolio Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GRP
251
Global Retirement Partners
California
$627K +$667K +23,329 New
DWM
252
Darwin Wealth Management
Florida
$611K -$37.1K -1,299 -6%
Vanguard Personalized Indexing Management
253
Vanguard Personalized Indexing Management
California
$611K +$628K +21,973 New
KFS
254
Kelly Financial Services
Massachusetts
$607K -$492K -17,232 -44%
SFG
255
Snider Financial Group
Washington
$601K +$618K +21,622 New
IFPL
256
Investments & Financial Planning LLC
Kentucky
$593K -$1.4K -49 -0.2%
AP
257
Advisor Partners
California
$564K +$33.4K +1,169 +6%
CCM
258
Coldstream Capital Management
Washington
$554K -$44.8K -1,569 -7%
BFA
259
Beacon Financial Advisory
Ohio
$551K -$8.52K -298 -1%
SAM
260
Strategic Asset Management
Minnesota
$547K -$69.2K -2,422 -11%
AAS
261
Ameritas Advisory Services
Nebraska
$539K -$5.94K -208 -1%
VIA
262
Vickerman Investment Advisors
Washington
$537K +$2.71K +95 +0.5%
VC
263
Vicus Capital
Pennsylvania
$530K -$20.7K -723 -4%
EWM
264
Echo Wealth Management
Minnesota
$524K +$34.6K +1,210 +7%
MW
265
Marcum Wealth
Ohio
$493K
LA
266
Lifeworks Advisors
Michigan
$489K +$62.2K +2,177 +14%
HSG
267
Helen Stephens Group
Texas
$483K +$12.7K +446 +3%
FCH
268
Freestone Capital Holdings
Washington
$479K
SI
269
Stephens Inc
Arkansas
$467K
VWA
270
Visionary Wealth Advisors
Illinois
$451K +$51.1K +1,789 +12%
CFGF
271
Compass Financial Group (Florida)
Florida
$434K -$29K -1,016 -6%
SCA
272
Stonebridge Capital Advisors
Minnesota
$433K +$445K +15,580 New
GKWIM
273
Gerber Kawasaki Wealth & Investment Management
California
$432K +$71.1K +2,490 +19%
HH
274
Hilltop Holdings
Texas
$427K -$9.4K -329 -2%
TVAMP
275
Tennessee Valley Asset Management Partners
Tennessee
$426K +$243K +8,502 +124%