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State Street SPDR Portfolio Aggregate Bond ETF
SPAB

Name Holding Trade Value Shares
Change 		Change in
Stake
WIA
276
World Investment Advisors
California
$997K -$129K -5,061 -11%
MPW
277
Magnolia Private Wealth
Pennsylvania
$968K +$985K +38,750 New
MW
278
Marcum Wealth
Ohio
$956K – – –
FWP
279
Falcon Wealth Planning
California
$951K +$533K +20,966 +123%
SA
280
Sovran Advisors
California
$940K +$967K +38,024 New
NAS
281
Nicolet Advisory Services
Wisconsin
$932K -$59.1K -2,323 -6%
PAS
282
PKS Advisory Services
New York
$931K +$948K +37,272 New
LIA
283
Lynx Investment Advisory
District of Columbia
$930K -$317K -12,484 -25%
OAS
284
Optivise Advisory Services
Tennessee
$903K -$76.5K -3,008 -8%
BWMG
285
Barnes Wealth Management Group
California
$896K +$911K +35,836 New
CWM
286
Congress Wealth Management
Massachusetts
$894K +$146K +5,753 +19%
TFG
287
Tilson Financial Group
New Jersey
$894K -$3.66K -144 -0.4%
WCFA
288
Walkner Condon Financial Advisors
Wisconsin
$891K -$339K -13,354 -27%
PW
289
Paladin Wealth
Minnesota
$888K +$9.94K +391 +1%
HI
290
Harbour Investments
Wisconsin
$886K -$436K -17,152 -33%
AWM
291
Axxcess Wealth Management
California
$878K -$1.33M -52,440 -60%
OFG
292
Opulen Financial Group
Virginia
$859K +$874K +34,365 New
FFA
293
Farther Finance Advisors
California
$855K +$128K +5,045 +17%
ATC
294
Argent Trust Co
Tennessee
$848K +$261K +10,248 +43%
TSS
295
Two Sigma Securities
New York
$832K +$183K +7,179 +28%
SWM
296
Scissortail Wealth Management
Oklahoma
$830K +$843K +33,148 +67,649%
SMI
297
Shelter Mutual Insurance
Missouri
$822K – – –
TWP
298
Triad Wealth Partners
Kansas
$815K -$370K -14,542 -31%
LA
299
LexAurum Advisors
Kansas
$812K +$342K +13,456 +71%
JCFM
300
JBR Co Financial Management
Oklahoma
$788K +$307K +12,074 +62%
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