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State Street SPDR Portfolio Aggregate Bond ETF
SPAB

Name Holding Trade Value Shares
Change 		Change in
Stake
KWS
276
Keystone Wealth Services
California
$1.08M -$475K -18,842 -31%
RWA
277
Rooted Wealth Advisors
Illinois
$1.07M -$6.99K -277 -0.7%
GSIS
278
Global Strategic Investment Solutions
Arizona
$1.07M +$6.69K +265 +0.6%
CAL
279
Capital Analysts LLC
Pennsylvania
$1.06M +$936K +37,110 +803%
GWSG
280
GPS Wealth Strategies Group
Colorado
$1.03M -$166K -6,567 -14%
RFW
281
Rainier Family Wealth
Washington
$1.03M +$580K +22,979 +132%
AC
282
AIFG Consultants
New York
$1.02M -$64.6K -2,560 -6%
MCA
283
MSH Capital Advisors
Arizona
$1.02M -$63.9K -2,534 -6%
PAS
284
PKS Advisory Services
New York
$1.01M +$54.8K +2,173 +6%
MPW
285
Magnolia Private Wealth
Pennsylvania
$990K – – –
MW
286
Marcum Wealth
Ohio
$977K – – –
FFBTD
287
First Financial Bank - Trust Division
Ohio
$973K +$961K +38,083 New
CGFA
288
Colton Groome Financial Advisors
North Carolina
$956K +$438K +17,344 +86%
LIA
289
Lynx Investment Advisory
District of Columbia
$955K +$4.39K +174 +0.5%
BAM
290
Belpointe Asset Management
Nevada
$940K -$2.59M -102,633 -74%
HI
291
Harbour Investments
Wisconsin
$926K +$20.2K +802 +2%
CWM
292
Congress Wealth Management
Massachusetts
$916K +$2.09K +83 +0.2%
ATC
293
Argent Trust Co
Tennessee
$900K +$32.8K +1,300 +4%
FWP
294
Falcon Wealth Planning
California
$892K -$78K -3,091 -8%
FTA
295
Financial & Tax Architects
Missouri
$887K +$876K +34,718 New
NAS
296
Nicolet Advisory Services
Wisconsin
$886K -$58.8K -2,329 -6%
LA
297
LexAurum Advisors
Kansas
$866K +$36K +1,428 +4%
FTUS
298
Flow Traders U.S.
New York
$845K -$693K -27,458 -45%
SMI
299
Shelter Mutual Insurance
Missouri
$840K – – –
TFG
300
Tilson Financial Group
New Jersey
$838K -$74.7K -2,959 -8%
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