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State Street SPDR Portfolio Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FWP
251
Falcon Wealth Planning
California
$576K +$582K +21,856 New
WAS
252
Winch Advisory Services
Wisconsin
$569K -$186K -6,967 -24%
WWM
253
Western Wealth Management
Colorado
$549K -$87.1K -3,269 -14%
CW
254
CreativeOne Wealth
Kansas
$546K +$220K +8,253 +66%
NFP
255
Narus Financial Partners
Utah
$530K -$491K -18,443 -48%
AP
256
Advisor Partners
California
$519K -$15.9K -598 -3%
PFA
257
Professional Financial Advisors
Nebraska
$518K -$192K -7,200 -27%
ASN
258
Advisory Services Network
Georgia
$513K -$705K -26,466 -58%
EA
259
Eclectic Associates
California
$512K -$340K -12,755 -40%
DWM
260
Darwin Wealth Management
Florida
$503K -$84.8K -3,181 -14%
AF
261
Advisornet Financial
Minnesota
$501K -$140K -5,237 -22%
VC
262
Vicus Capital
Pennsylvania
$498K -$4.64K -174 -0.9%
IFPL
263
Investments & Financial Planning LLC
Kentucky
$493K -$70.4K -2,642 -12%
Northwestern Mutual Wealth Management
264
Northwestern Mutual Wealth Management
Wisconsin
$477K +$279K +10,477 +137%
AC
265
Applied Capital
Arkansas
$472K -$197K -7,408 -29%
BJL
266
Brighton Jones LLC
Washington
$472K -$194K -7,299 -29%
WEG
267
World Equity Group
Illinois
$472K +$477K +17,894 New
MW
268
Marcum Wealth
Ohio
$471K +$4.32K +162 +0.9%
CCM
269
Crabel Capital Management
California
$470K -$669K -25,120 -58%
BFA
270
Beacon Financial Advisory
Ohio
$465K -$58.3K -2,189 -11%
FCH
271
Freestone Capital Holdings
Washington
$462K +$7.78K +292 +2%
WWM
272
Wolff Wiese Magana
California
$461K -$666K -25,013 -59%
HSG
273
Helen Stephens Group
Texas
$459K +$1.57K +59 +0.3%
SI
274
Stephens Inc
Arkansas
$443K
AG
275
Ascent Group
Virginia
$438K +$147K +5,514 +51%