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State Street SPDR Portfolio Aggregate Bond ETF
SPAB

Name Holding Trade Value Shares
Change 		Change in
Stake
NRI
276
NFP Retirement Inc
California
$1.36M +$12.9K +511 +1%
HAG
277
HF Advisory Group
Maryland
$1.32M -$70.1K -2,773 -5%
RFS
278
Richardson Financial Services
Massachusetts
$1.29M +$538K +21,271 +73%
CMMS
279
Comprehensive Money Management Services
Florida
$1.27M -$119K -4,703 -9%
LFG
280
Lockerman Financial Group
California
$1.26M +$794K +31,414 +175%
NCM
281
Northwest Capital Management
Oregon
$1.25M -$516K -20,393 -29%
MSFS
282
Main Street Financial Solutions
Pennsylvania
$1.23M +$1.21M +47,929 New
CW
283
CreativeOne Wealth
Kansas
$1.14M +$848K +33,564 +305%
BWP
284
Balboa Wealth Partners
Arizona
$1.14M +$806K +31,894 +256%
FFBTD
285
First Financial Bank - Trust Division
Ohio
$1.08M +$104K +4,131 +11%
GSIS
286
Global Strategic Investment Solutions
Arizona
$1.08M +$10.1K +401 +1%
SDWIA
287
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.06M -$432K -17,103 -29%
RWA
288
Rooted Wealth Advisors
Illinois
$1.05M -$1.54K -61 -0.1%
KWS
289
Keystone Wealth Services
California
$982K -$98.3K -3,890 -9%
LIA
290
Lynx Investment Advisory
District of Columbia
$981K +$23K +911 +2%
PAS
291
PKS Advisory Services
New York
$969K -$39.8K -1,575 -4%
MCA
292
MSH Capital Advisors
Arizona
$958K -$59.9K -2,368 -6%
WCFA
293
Walkner Condon Financial Advisors
Wisconsin
$937K +$163K +6,465 +21%
BAM
294
Belpointe Asset Management
Nevada
$936K -$6.4K -253 -0.7%
MPW
295
Magnolia Private Wealth
Pennsylvania
$877K -$114K -4,500 -12%
LA
296
LexAurum Advisors
Kansas
$868K – – –
SMI
297
Shelter Mutual Insurance
Missouri
$842K – – –
CIAS
298
CFS Investment Advisory Services
New Jersey
$833K -$792K -31,343 -49%
AF
299
Advisornet Financial
Minnesota
$831K +$111K +4,382 +16%
FWP
300
Falcon Wealth Planning
California
$831K -$62.9K -2,490 -7%
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