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State Street SPDR Portfolio Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RWA
251
Rooted Wealth Advisors
Illinois
$1.09M -$106K -4,271 -9%
HAG
252
HF Advisory Group
Maryland
$1.06M +$202K +8,109 +24%
TFG
253
Tilson Financial Group
New Jersey
$1.05M -$1.59M -63,927 -60%
OAS
254
Optivise Advisory Services
Tennessee
$1.05M +$1.04M +41,730 New
KAS
255
Kestra Advisory Services
Texas
$1.04M +$256K +10,269 +33%
GSIS
256
Global Strategic Investment Solutions
Arizona
$1.02M +$707K +28,375 +232%
MW
257
Marcum Wealth
Ohio
$1M -$97K -3,893 -9%
Natixis Advisors
258
Natixis Advisors
Massachusetts
$1M -$41.8K -1,677 -4%
SCM
259
Steele Capital Management
Iowa
$960K +$216K +8,670 +29%
LIA
260
Lynx Investment Advisory
District of Columbia
$952K +$945K +37,927 New
Prudential Financial
261
Prudential Financial
New Jersey
$915K +$179K +7,191 +25%
ETIA
262
Epic Trust Investment Advisors
Washington
$902K +$798 +32 +0.1%
AI
263
Atria Investments
North Carolina
$883K -$113K -4,537 -11%
HI
264
Harbour Investments
Wisconsin
$882K +$191K +7,647 +28%
CWM
265
Congress Wealth Management
Massachusetts
$868K +$1.65K +66 +0.2%
MA
266
Mutual Advisors
Nebraska
$862K +$13.7K +549 +2%
BAM
267
Belpointe Asset Management
Nevada
$840K +$84.5K +3,389 +11%
EWA
268
Exencial Wealth Advisors
Oklahoma
$830K -$149K -5,970 -15%
SMI
269
Shelter Mutual Insurance
Missouri
$825K
AWM
270
Austin Wealth Management
Texas
$824K -$2.97K -119 -0.4%
KFS
271
Kelly Financial Services
Massachusetts
$798K -$169K -6,777 -18%
WS
272
Wedbush Securities
California
$719K +$623 +25 +0.1%
NCFG
273
New Century Financial Group
New Jersey
$710K +$706K +28,313 New
WFS
274
WealthGarden F.S.
California
$685K +$680K +27,288 New
ATC
275
Argent Trust Co
Tennessee
$664K +$11.3K +454 +2%