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State Street SPDR Portfolio Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ACP
301
Aveo Capital Partners
Colorado
– -$1.61M -53,439 Closed
TA
302
TCG Advisors
Texas
– -$504K -16,681 Closed
TCA
303
Transcend Capital Advisors
New Jersey
– -$486K -16,080 Closed
CFGF
304
Compass Financial Group (Florida)
Florida
– -$457K -15,128 Closed
Vanguard Personalized Indexing Management
305
Vanguard Personalized Indexing Management
California
– -$360K -11,905 Closed
SHIM
306
Stone House Investment Management
Pennsylvania
– -$347K -11,466 Closed
IWS
307
Insight Wealth Strategies
California
– -$320K -10,587 Closed
C1AG
308
Client 1st Advisory Group
Florida
– -$315K -10,425 Closed
JP Morgan Chase
309
JP Morgan Chase
New York
– -$314K -10,400 Closed
SW
310
SkyOak Wealth
Michigan
– -$282K -9,346 Closed
RPGK
311
Retirement Planning Group (Kansas)
Kansas
– -$272K -9,007 Closed
GBBWRPM
312
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
– -$263K -8,719 Closed
Mercer Global Advisors
313
Mercer Global Advisors
Colorado
– -$258K -8,538 Closed
HPC
314
Hobart Private Capital
North Carolina
– -$257K -8,506 Closed
ACM
315
Armbruster Capital Management
New York
– -$250K -8,275 Closed
AWM
316
Affinity Wealth Management
Delaware
– -$251K -8,219 Closed
AFP
317
Ausdal Financial Partners
Iowa
– -$218K -7,138 Closed
QCM
318
Quest Capital Management
Texas
– -$213K -7,034 Closed
DAS
319
Dynamic Advisor Solutions
Arizona
– -$209K -6,900 Closed
PCM
320
Penserra Capital Management
California
– -$48K -1,584 Closed
NFG
321
Next Financial Group
Texas
– -$45K -1,475 Closed
CAL
322
Capital Advisors Ltd
Ohio
– -$31K -1,014 Closed
MCM
323
McMillion Capital Management
North Carolina
– -$30K -1,000 Closed
MWM
324
MBE Wealth Management
Wisconsin
– -$21K -714 Closed
SFSG
325
Stearns Financial Services Group
North Carolina
– -$16K -529 Closed