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State Street SPDR Portfolio Aggregate Bond ETF
SPAB

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
276
Axxcess Wealth Management
California
$1.17M +$319K +12,358 +37%
WCFA
277
Walkner Condon Financial Advisors
Wisconsin
$1.09M +$54.4K +2,108 +5%
RWA
278
Rooted Wealth Advisors
Illinois
$1.08M -$25.2K -976 -2%
PFA
279
Pinnacle Family Advisors
Missouri
$1.07M +$5.29K +205 +0.5%
LA
280
LexAurum Advisors
Kansas
$1.07M +$1.07M +41,606 New
TA
281
TKG Advisors
Indiana
$1.06M -$470K -18,236 -31%
TF
282
Tandem Financial
Colorado
$1.06M +$1.07M +41,291 New
MWM
283
Meridian Wealth Management
Kentucky
$1.05M -$546K -21,155 -34%
PTC
284
Private Trust Company
Ohio
$1.04M -$216K -8,375 -17%
VT
285
Vise Technologies
New York
$1.03M – – –
FCA
286
Fortis Capital Advisors
Kansas
$1.02M +$1.02M +39,660 New
GSEP
287
Golden State Equity Partners
California
$1M +$1.01M +39,124 New
WFP
288
Wrenne Financial Planning
Kentucky
$991K +$61.7K +2,392 +7%
PS
289
Principal Securities
Iowa
$986K -$511K -19,806 -34%
FFA
290
Farther Finance Advisors
California
$956K -$51.3K -1,990 -5%
PAS
291
PKS Advisory Services
New York
$952K +$37K +1,436 +4%
WWA
292
Wealth Watch Advisors
Colorado
$950K -$7.25M -281,112 -88%
KWS
293
Keystone Wealth Services
California
$906K +$912K +35,359 New
MA
294
Mutual Advisors
Nebraska
$896K +$20.8K +807 +2%
MFG
295
Merit Financial Group
Georgia
$879K -$720K -27,890 -45%
MCA
296
MSH Capital Advisors
Arizona
$877K +$6.27K +243 +0.7%
HWP
297
Hibernia Wealth Partners
Louisiana
$844K -$705K -27,311 -45%
CIAS
298
CFS Investment Advisory Services
New Jersey
$844K +$55.4K +2,146 +7%
SMI
299
Shelter Mutual Insurance
Missouri
$844K – – –
NFP
300
Narus Financial Partners
Utah
$841K +$37.3K +1,447 +5%
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