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State Street SPDR Portfolio Aggregate Bond ETF
SPAB

Name Holding Trade Value Shares
Change 		Change in
Stake
TIP
301
Tandem Investment Partners
New Jersey
$783K +$98K +3,843 +14%
MCA
302
Magnolia Capital Advisors
Mississippi
$782K -$4.03K -158 -0.5%
FPI
303
Financial Plan Inc
Washington
$773K -$3.85K -151 -0.5%
ATC
304
Argent Trust Co
Tennessee
$768K +$3.95K +155 +0.5%
TFG
305
Tilson Financial Group
New Jersey
$761K +$4.06K +159 +0.5%
TYCC
306
Texas Yale Capital Corp
Florida
$751K -$17K -665 -2%
SAI
307
Savvy Advisors Inc
New York
$749K +$487K +19,100 +186%
RWM
308
Riverbend Wealth Management
South Carolina
$742K +$714 +28 +0.1%
AAP
309
Arax Advisory Partners
Colorado
$729K +$461K +18,061 +172%
MFG
310
Merit Financial Group
Georgia
$727K -$148K -5,793 -17%
FI
311
FWG Investments
Kentucky
$724K -$92.1K -3,610 -11%
VH
312
Visionary Horizons
Tennessee
$717K +$157K +6,174 +28%
WWA
313
WCG Wealth Advisors
Nevada
$716K +$30.1K +1,179 +4%
SG
314
Sharper & Granite
California
$713K -$15.6K -610 -2%
LIA
315
Lynx Investment Advisory
District of Columbia
$712K -$42.7K -1,672 -6%
CAG
316
Carroll Advisory Group
Texas
$700K -$479K -18,769 -41%
OBWG
317
Onyx Bridge Wealth Group
New York
$694K +$96K +3,765 +16%
FF
318
Farrell Financial
New York
$651K +$1.96K +77 +0.3%
FWM
319
Forza Wealth Management
Florida
$642K – – –
WFS
320
WealthGarden F.S.
California
$632K -$1.15K -45 -0.2%
RIS
321
Retirement Income Solutions
Michigan
$627K – – –
SFG
322
Snider Financial Group
Washington
$617K +$20K +784 +3%
TAM
323
Tucker Asset Management
Colorado
$614K +$511K +20,030 +496%
PC
324
Payne Capital
Oregon
$592K -$9.49K -372 -2%
SFG
325
Shum Financial Group
California
$584K +$42.5K +1,665 +8%
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