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State Street SPDR Portfolio Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PPWM
276
PFG Private Wealth Management
Florida
$368K +$77.7K +2,966 +25%
HA
277
Hofer & Associates
California
$365K +$52.3K +1,997 +16%
Jones Financial Companies
278
Jones Financial Companies
Missouri
$363K +$281K +10,727 +281%
CAG
279
Csenge Advisory Group
Florida
$350K +$72.6K +2,769 +25%
AAS
280
Ameritas Advisory Services
Nebraska
$349K -$26.9K -1,027 -7%
FWP
281
Falcon Wealth Planning
California
$345K -$211K -8,036 -37%
KCM
282
Karp Capital Management
California
$338K +$355K +13,542 New
ARC
283
Advisor Resource Council
Texas
$337K -$7.61M -290,214 -96%
AWMS
284
Advocacy Wealth Management Services
Georgia
$333K -$826K -31,530 -70%
SS
285
Sunbelt Securities
Texas
$327K -$7.24K -276 -2%
AFP
286
Ausdal Financial Partners
Iowa
$310K +$46.5K +1,775 +17%
PA
287
Parallel Advisors
California
$310K +$287K +10,963 +751%
CCM
288
Crew Capital Management
Ohio
$301K -$14.9K -570 -5%
QA
289
Quantitative Advantage
Minnesota
$295K +$310K +11,809 New
AWS
290
AJ Wealth Strategies
New York
$295K +$310K +11,821 New
IA
291
Insight Advisors
Pennsylvania
$293K +$17.7K +676 +6%
Prudential Financial
292
Prudential Financial
New Jersey
$286K -$36.3K -1,383 -11%
JWCA
293
J.W. Cole Advisors
Florida
$286K
CAL
294
Capital Analysts LLC
Pennsylvania
$285K +$30K +1,146 +11%
WWM
295
Windsor Wealth Management
Indiana
$281K -$9.59K -366 -3%
RJT
296
Raymond James Trust
Florida
$281K -$4.56K -174 -2%
FFA
297
Founders Financial Alliance
North Carolina
$281K +$94.3K +3,596 +47%
F
298
F3Logic
Minnesota
$277K +$7.37K +281 +3%
HFS
299
Horizon Financial Services
North Carolina
$277K +$10.9K +416 +4%
VFM
300
Valley Financial Management
New York
$274K +$288K +10,996 New