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State Street SPDR Portfolio Aggregate Bond ETF
SPAB

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
276
Mutual Advisors
Nebraska
$887K +$59K +2,307 +7%
VH
277
Visionary Horizons
Tennessee
$875K +$436K +17,042 +101%
LIA
278
Lynx Investment Advisory
District of Columbia
$867K -$122K -4,776 -12%
MPW
279
Magnolia Private Wealth
Pennsylvania
$860K -$25.6K -1,000 -3%
SMI
280
Shelter Mutual Insurance
Missouri
$851K – – –
AF
281
Advisornet Financial
Minnesota
$837K -$2.33K -91 -0.3%
GSEP
282
Golden State Equity Partners
California
$834K +$123K +4,814 +18%
OFG
283
Opulen Financial Group
Virginia
$828K -$7.32K -286 -0.9%
ATC
284
Argent Trust Co
Tennessee
$817K -$11.2K -439 -1%
FWP
285
Falcon Wealth Planning
California
$812K -$26.8K -1,047 -3%
CGFA
286
Colton Groome Financial Advisors
North Carolina
$804K +$5.12K +200 +0.6%
MFS
287
Mattson Financial Services
Michigan
$804K +$22.3K +872 +3%
NFP
288
Narus Financial Partners
Utah
$781K +$38.5K +1,506 +5%
TFG
289
Tilson Financial Group
New Jersey
$776K -$52.5K -2,051 -6%
ML
290
McAdam LLC
Pennsylvania
$774K -$41.5K -1,621 -5%
HFA
291
Hutchinson Financial Advisors
Virginia
$759K +$96.1K +3,753 +15%
NAS
292
Nicolet Advisory Services
Wisconsin
$758K -$64.1K -2,506 -8%
RCM
293
Raleigh Capital Management
North Carolina
$749K -$5.87M -229,320 -89%
TYCC
294
Texas Yale Capital Corp
Florida
$747K +$253K +9,900 +52%
CAS
295
Coppell Advisory Solutions
Texas
$737K -$788K -30,804 -52%
EWA
296
EverSource Wealth Advisors
Alabama
$734K -$803K -31,371 -52%
BWMG
297
Barnes Wealth Management Group
California
$725K -$34.8K -1,359 -5%
ZIM
298
Zacks Investment Management
Illinois
$701K -$4.71K -184 -0.7%
PW
299
Paladin Wealth
Minnesota
$697K +$5.61K +219 +0.8%
FL
300
FreeGulliver LLC
Louisiana
$674K – – –
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