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State Street SPDR Portfolio Aggregate Bond ETF
SPAB

Name Holding Trade Value Shares
Change 		Change in
Stake
TPW
276
TOP Private Wealth
Connecticut
$1.07M +$1.07M +41,907 New
RWA
277
Rooted Wealth Advisors
Illinois
$1.07M -$2.32K -91 -0.2%
LA
278
LexAurum Advisors
Kansas
$1.06M – – –
FCA
279
Fortis Capital Advisors
Kansas
$1.03M +$19.9K +781 +2%
RCM
280
Raleigh Capital Management
North Carolina
$1.02M -$2.43M -95,404 -71%
FFA
281
Farther Finance Advisors
California
$1.01M +$57.6K +2,258 +6%
TF
282
Tandem Financial
Colorado
$991K -$62.4K -2,445 -6%
PS
283
Principal Securities
Iowa
$978K -$4K -157 -0.4%
RIM
284
Redwood Investment Management
Arizona
$923K +$300K +11,754 +48%
PTC
285
Private Trust Company
Ohio
$917K -$118K -4,630 -11%
NFP
286
Narus Financial Partners
Utah
$913K +$75K +2,939 +9%
MA
287
Mutual Advisors
Nebraska
$903K +$9.85K +386 +1%
AF
288
Advisornet Financial
Minnesota
$886K +$62.9K +2,465 +8%
SVWG
289
Shared Vision Wealth Group
United States
$874K +$874K +34,260 New
HNH
290
Hopwood Nicholas Hunter
$874K +$106K +4,156 +14%
MCA
291
MSH Capital Advisors
Arizona
$870K -$3.5K -137 -0.4%
KWS
292
Keystone Wealth Services
California
$869K -$33.2K -1,300 -4%
IPW
293
Impact Partnership Wealth
Georgia
$856K +$96.9K +3,800 +13%
DWM
294
Diversify Wealth Management
Utah
$850K +$609K +23,873 +242%
DAS
295
Diversify Advisory Services
Utah
$850K +$861K +33,751 New
SMI
296
Shelter Mutual Insurance
Missouri
$839K – – –
CPRPA
297
Cerity Partners Retirement Plan Advisors
New York
$823K +$823K +32,245 New
BFA
298
Brown Financial Advisors
Ohio
$808K -$458K -17,938 -36%
OFG
299
Opulen Financial Group
Virginia
$805K +$5.97K +234 +0.7%
PAS
300
PKS Advisory Services
New York
$804K -$144K -5,635 -15%
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