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State Street SPDR Portfolio Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
251
Congress Wealth Management
Massachusetts
$873K -$433K -17,130 -33%
HAG
252
HF Advisory Group
Maryland
$867K +$30.8K +1,220 +4%
FWP
253
Falcon Wealth Planning
California
$855K -$56.7K -2,241 -6%
MA
254
Mutual Advisors
Nebraska
$843K +$80.2K +3,171 +11%
SMI
255
Shelter Mutual Insurance
Missouri
$832K
AWM
256
Austin Wealth Management
Texas
$816K -$40.3K -1,594 -5%
KAS
257
Kestra Advisory Services
Texas
$791K -$420K -16,619 -35%
CA
258
CoreCap Advisors
Michigan
$777K +$462K +18,288 +147%
BAM
259
Belpointe Asset Management
Nevada
$760K +$760K +30,075 New
IFG
260
Independent Financial Group
California
$756K +$383K +15,143 +103%
SCM
261
Steele Capital Management
Iowa
$748K -$331K -13,088 -31%
FTA
262
Financial & Tax Architects
Missouri
$747K -$606K -23,977 -45%
Prudential Financial
263
Prudential Financial
New Jersey
$740K -$335K -13,245 -31%
CASC
264
Coppell Advisory Solutions Corp
Texas
$728K +$728K +28,800 New
WS
265
Wedbush Securities
California
$724K +$58.4K +2,311 +9%
MIC
266
Means Investment Company
Maine
$708K -$117K -4,646 -14%
HI
267
Harbour Investments
Wisconsin
$695K -$304K -12,020 -30%
RFS
268
Richardson Financial Services
Massachusetts
$680K -$84.1K -3,325 -11%
ATC
269
Argent Trust Co
Tennessee
$658K -$45.4K -1,796 -6%
CWM
270
Cornerstone Wealth Management
Missouri
$644K +$2.33K +92 +0.4%
O3W
271
Omni 360 Wealth
New Jersey
$642K -$259K -10,245 -29%
AF
272
Advisornet Financial
Minnesota
$637K +$21.8K +863 +4%
FWM
273
Forza Wealth Management
Florida
$636K +$636K +25,150 New
GWAG
274
Garrett Wealth Advisory Group
Texas
$617K -$18.5M -731,991 -97%
AG
275
Ascent Group
Virginia
$583K +$315K +12,456 +117%