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State Street SPDR Portfolio Aggregate Bond ETF
SPAB

Name Holding Trade Value Shares
Change 		Change in
Stake
RFS
276
Richardson Financial Services
Massachusetts
$654K -$27.4K -1,101 -4%
MFS
277
Mattson Financial Services
Michigan
$651K +$646K +25,936 New
MCA
278
MSH Capital Advisors
Arizona
$648K +$644K +25,838 New
PWG
279
Private Wealth Group
Florida
$642K -$408K -16,369 -39%
FF
280
Farrell Financial
New York
$640K +$113K +4,524 +22%
CAS
281
Coppell Advisory Solutions
Texas
$636K +$632K +25,366 New
FWM
282
Forza Wealth Management
Florida
$631K – – –
CWM
283
Cornerstone Wealth Management
Missouri
$629K -$10.2K -410 -2%
AF
284
Advisornet Financial
Minnesota
$617K -$15.3K -612 -2%
GSEP
285
Golden State Equity Partners
California
$616K +$612K +24,556 New
MIC
286
Means Investment Company
Maine
$601K -$101K -4,061 -15%
LA
287
LexAurum Advisors
Kansas
$573K +$77.3K +3,102 +16%
WC
288
Waterloo Capital
Texas
$567K +$226K +9,050 +67%
IPWA
289
International Private Wealth Advisors
California
$551K +$153K +6,127 +39%
CA
290
CoreCap Advisors
Michigan
$550K -$220K -8,819 -29%
VCM
291
Virtue Capital Management
Tennessee
$539K +$65.2K +2,617 +14%
HF
292
HRT Financial
New York
$532K +$529K +21,215 New
WWM
293
Western Wealth Management
Colorado
$517K -$13.9K -557 -3%
GIA
294
Gladstone Institutional Advisory
Florida
$513K -$23K -922 -4%
SFG
295
Snider Financial Group
Washington
$511K -$30.8K -1,234 -6%
FCH
296
Freestone Capital Holdings
Washington
$511K +$13.7K +551 +3%
GWAG
297
Garrett Wealth Advisory Group
Texas
$504K -$107K -4,305 -18%
IHL
298
Investment House LLC
California
$497K +$494K +19,800 New
NFP
299
Narus Financial Partners
Utah
$495K +$23.5K +944 +5%
AG
300
Ascent Group
Virginia
$494K -$84.4K -3,387 -15%
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