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State Street SPDR Portfolio Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SG
301
StoneX Group
New York
$323K +$321K +12,543 New
BL
302
Balentine LLC
Georgia
$317K +$121K +4,733 +63%
IA
303
Insight Advisors
Pennsylvania
$316K +$16.4K +641 +6%
VFM
304
Valley Financial Management
New York
$300K
PMG
305
ProVise Management Group
Florida
$299K +$297K +11,602 New
FFA
306
Founders Financial Alliance
North Carolina
$297K +$1.02K +40 +0.3%
LFAS
307
Level Four Advisory Services
Texas
$286K +$153 +6 +0.1%
RJT
308
Raymond James Trust
Florida
$286K -$106K -4,152 -27%
CGFA
309
Colton Groome Financial Advisors
North Carolina
$283K -$801K -31,307 -74%
T
310
TCWP
Ohio
$282K +$56.2K +2,195 +25%
C1AG
311
Client 1st Advisory Group
Florida
$276K
AWM
312
Accurate Wealth Management
Florida
$268K -$3.3K -129 -1%
FWP
313
Falcon Wealth Planning
California
$266K -$43.4K -1,696 -14%
TWM
314
Tolleson Wealth Management
Texas
$263K -$113K -4,436 -30%
WWM
315
Windsor Wealth Management
Indiana
$263K -$23.2K -906 -8%
GFA
316
Gallagher Fiduciary Advisors
Illinois
$262K +$260K +10,159 New
CCM
317
Crew Capital Management
Ohio
$260K -$23.8K -930 -8%
Cerity Partners
318
Cerity Partners
New York
$259K -$425K -16,601 -62%
FPAS
319
Focus Partners Advisor Solutions
Missouri
$258K +$256K +10,003 New
WS
320
Wedbush Securities
California
$257K -$2.46K -96 -1%
SS
321
Sunbelt Securities
Texas
$256K -$37.6K -1,469 -13%
MSAM
322
Moloney Securities Asset Management
Missouri
$254K -$5.37K -210 -2%
AA
323
Ancora Advisors
Ohio
$251K +$947 +37 +0.4%
FGA
324
Fortis Group Advisors
New Jersey
$241K +$239K +9,334 New
WIP
325
WealthCare Investment Partners
Rhode Island
$237K +$7.73K +302 +3%