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State Street SPDR Portfolio Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
251
Scissortail Wealth Management
Oklahoma
$1.31M -$123K -4,811 -9%
CMMS
252
Comprehensive Money Management Services
Florida
$1.29M +$5.25K +205 +0.4%
MSFS
253
Main Street Financial Solutions
Pennsylvania
$1.24M +$1.05K +41 +0.1%
FTA
254
Financial & Tax Architects
Missouri
$1.22M -$2.67M -104,177 -69%
Susquehanna International Group
255
Susquehanna International Group
Pennsylvania
$1.2M +$1.19M +46,495 New
Goldman Sachs
256
Goldman Sachs
New York
$1.19M -$3.16M -123,370 -73%
MCM
257
Mill Capital Management
North Carolina
$1.14M +$478K +18,665 +73%
KLI
258
Kelman-Lazarov Inc
Tennessee
$1.13M +$409K +15,968 +57%
RWA
259
Rooted Wealth Advisors
Illinois
$1.1M +$28.2K +1,100 +3%
PTC
260
Private Trust Company
Ohio
$1.08M +$243K +9,485 +29%
UAG
261
United Advisor Group
Ohio
$1.07M +$239K +9,356 +29%
TF
262
Tandem Financial
Colorado
$1.07M +$1.06M +41,431 New
WCFA
263
Walkner Condon Financial Advisors
Wisconsin
$1.04M +$89.1K +3,482 +10%
Envestnet Portfolio Solutions
264
Envestnet Portfolio Solutions
Illinois
$1.02M -$35.8M -1,396,949 -97%
DCC
265
Dow Chemical Company
Michigan
$1.02M +$1M +39,266 New
LA
266
LexAurum Advisors
Kansas
$1.01M +$131K +5,115 +15%
HWP
267
Hibernia Wealth Partners
Louisiana
$1M -$1.21M -47,302 -55%
FFA
268
Farther Finance Advisors
California
$993K +$347K +13,546 +54%
OBWG
269
Onyx Bridge Wealth Group
New York
$991K +$981K +38,345 New
KWS
270
Keystone Wealth Services
California
$987K -$4.27K -167 -0.4%
FI
271
FWG Investments
Kentucky
$975K -$481K -18,804 -33%
PAS
272
PKS Advisory Services
New York
$967K -$11.7K -457 -1%
WFP
273
Wrenne Financial Planning
Kentucky
$949K +$175K +6,834 +23%
CCM
274
Crabel Capital Management
California
$920K -$812K -31,721 -47%
MCA
275
MSH Capital Advisors
Arizona
$889K -$77.7K -3,037 -8%