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State Street SPDR Portfolio Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AAS
301
Avantax Advisory Services
Texas
$363K +$139K +5,560 +63%
APWA
302
Atlas Private Wealth Advisors
New Jersey
$361K -$281K -11,230 -44%
AR
303
Apeiron RIA
Texas
$348K -$32K -1,277 -8%
SAM
304
Stone Asset Management
Texas
$347K +$346K +13,825 New
MW
305
Marcum Wealth
Ohio
$344K -$105K -4,173 -23%
AWMS
306
Advocacy Wealth Management Services
Georgia
$342K +$8.27K +330 +2%
BRWA
307
B. Riley Wealth Advisors
Florida
$334K -$67.4K -2,691 -17%
T
308
TRUADVICE
Florida
$325K +$315K +12,566 New
CP
309
Castleview Partners
Texas
$318K +$112K +4,457 +54%
HSA
310
HBK Sorce Advisory
Pennsylvania
$318K +$317K +12,650 New
FFM
311
Flagstone Financial Management
Nebraska
$314K +$313K +12,509 New
HFS
312
Horizon Financial Services
North Carolina
$307K +$28K +1,119 +10%
FWP
313
Falcon Wealth Planning
California
$302K -$45.5K -1,815 -13%
Prudential Financial
314
Prudential Financial
New Jersey
$299K +$12.1K +482 +4%
WFAG
315
Worth Financial Advisory Group
North Carolina
$298K +$297K +11,863 New
IA
316
Insight Advisors
Pennsylvania
$293K -$3.08K -123 -1%
VFM
317
Valley Financial Management
New York
$292K +$15.6K +621 +6%
FFA
318
Founders Financial Alliance
North Carolina
$288K +$4.66K +186 +2%
SS
319
Sunbelt Securities
Texas
$288K -$42K -1,676 -13%
AFP
320
Ausdal Financial Partners
Iowa
$286K -$26.5K -1,057 -9%
WWM
321
Windsor Wealth Management
Indiana
$285K -$5.09K -203 -2%
LFAS
322
Level Four Advisory Services
Texas
$279K +$278K +11,088 New
WIA
323
World Investment Advisors
California
$277K +$42.8K +1,710 +18%
CCM
324
Crew Capital Management
Ohio
$276K -$27.1K -1,081 -9%
WWM
325
Western Wealth Management
Colorado
$274K -$266K -10,613 -49%