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State Street SPDR Portfolio Aggregate Bond ETF
SPAB

Name Holding Trade Value Shares
Change 		Change in
Stake
NFP
276
Narus Financial Partners
Utah
$436K -$111K -4,339 -20%
ZIM
277
Zacks Investment Management
Illinois
$434K -$1.12M -43,875 -72%
CWM
278
Collaborative Wealth Management
Florida
$430K -$29.4K -1,149 -6%
SI
279
Stephens Inc
Arkansas
$428K – – –
MFA
280
Millington Financial Advisors
Illinois
$421K -$75.2K -2,941 -15%
PA
281
Parallel Advisors
California
$421K -$18.2K -712 -4%
BSWM
282
Boston Standard Wealth Management
Massachusetts
$420K +$3.99K +156 +1%
TAIM
283
TD Ameritrade Investment Management
Nebraska
$414K -$21.6K -844 -5%
APWA
284
Atlas Private Wealth Advisors
New Jersey
$406K +$189K +7,372 +85%
PFA
285
Peak Financial Advisors
Colorado
$403K +$406K +15,877 New
PFM
286
Peak Financial Management
Massachusetts
$402K +$406K +15,859 New
WFAG
287
Worth Financial Advisory Group
North Carolina
$389K -$333 -13 -0.1%
AWMS
288
Advocacy Wealth Management Services
Georgia
$387K – – –
IFPL
289
Investments & Financial Planning LLC
Kentucky
$382K -$12.5K -487 -3%
HFS
290
Horizon Financial Services
North Carolina
$368K +$14.2K +557 +4%
SWIG
291
Strategic Wealth Investment Group
Kentucky
$368K -$64.6K -2,524 -15%
BWP
292
Balboa Wealth Partners
Arizona
$364K -$168K -6,556 -31%
IA
293
Insight Advisors
Pennsylvania
$318K +$7.44K +291 +2%
CA
294
CoreCap Advisors
Michigan
$314K +$317K +12,390 New
AR
295
Apeiron RIA
Texas
$309K -$32.8K -1,284 -10%
SAG
296
SageView Advisory Group
California
$304K +$307K +11,991 New
BL
297
Balentine LLC
Georgia
$297K -$15.1K -590 -5%
USCWA
298
U.S. Capital Wealth Advisors
Texas
$296K -$194K -7,568 -39%
VFM
299
Valley Financial Management
New York
$295K – – –
FFA
300
Founders Financial Alliance
North Carolina
$293K +$1.59K +62 +0.5%
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12
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