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State Street SPDR Portfolio Aggregate Bond ETF
SPAB

Name Holding Trade Value Shares
Change 		Change in
Stake
FPW
251
Flagship Private Wealth
Massachusetts
$1.47M -$93.1K -3,596 -6%
BRPW
252
Ballast Rock Private Wealth
South Carolina
$1.47M +$1.48M +57,053 New
DWP
253
Destiny Wealth Partners
Florida
$1.43M -$32.3K -1,248 -2%
APA
254
Astoria Portfolio Advisors
New York
$1.42M -$80.1K -3,096 -5%
NRI
255
NFP Retirement Inc
California
$1.42M +$18.5K +713 +1%
BW
256
Balance Wealth
Ohio
$1.42M -$133K -5,122 -9%
ZIM
257
Zacks Investment Management
Illinois
$1.41M +$719K +27,785 +102%
GSIS
258
Global Strategic Investment Solutions
Arizona
$1.4M +$18.8K +726 +1%
FFBTD
259
First Financial Bank - Trust Division
Ohio
$1.38M -$66.5K -2,570 -5%
ASN
260
Advisory Services Network
Georgia
$1.37M +$1.28M +49,411 +1,293%
UAG
261
United Advisor Group
Ohio
$1.35M +$286K +11,035 +27%
SWM
262
Scissortail Wealth Management
Oklahoma
$1.32M +$7.01K +271 +0.5%
CAG
263
Carroll Advisory Group
Texas
$1.31M +$1.32M +50,945 New
RCWM
264
Red Crane Wealth Management
California
$1.31M -$197K -7,629 -13%
CMMS
265
Comprehensive Money Management Services
Florida
$1.28M – – –
OMC
266
Old Mission Capital
Illinois
$1.28M -$2.42M -93,685 -65%
FTA
267
Financial & Tax Architects
Missouri
$1.27M +$54.8K +2,118 +4%
PTC
268
Private Trust Company
Ohio
$1.26M +$188K +7,264 +17%
KLI
269
Kelman-Lazarov Inc
Tennessee
$1.22M +$93.8K +3,625 +8%
ACA
270
Arsenal Capital Advisors
Pennsylvania
$1.21M +$1.21M +46,813 New
AWG
271
Altus Wealth Group
Colorado
$1.17M -$154K -5,959 -12%
ARC
272
Advisor Resource Council
Texas
$1.16M +$1.16M +44,940 New
RWA
273
Rooted Wealth Advisors
Illinois
$1.1M +$5.8K +224 +0.5%
PFA
274
Pinnacle Family Advisors
Missouri
$1.07M -$964K -37,242 -47%
WCFA
275
Walkner Condon Financial Advisors
Wisconsin
$1.04M +$9.08K +351 +0.9%
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