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State Street SPDR Portfolio Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ISWM
301
Independent Solutions Wealth Management
New York
$293K -$36.1K -1,410 -11%
BAM
302
Belpointe Asset Management
Nevada
$286K -$426K -16,660 -60%
PMG
303
ProVise Management Group
Florida
$286K -$8.72K -341 -3%
LFAS
304
Level Four Advisory Services
Texas
$280K -$1.94K -76 -0.7%
C1AG
305
Client 1st Advisory Group
Florida
$267K -$4.99K -195 -2%
GFA
306
Gallagher Fiduciary Advisors
Illinois
$265K +$7.5K +293 +3%
FWP
307
Falcon Wealth Planning
California
$262K
WWM
308
Windsor Wealth Management
Indiana
$259K
Charles Schwab
309
Charles Schwab
California
$259K -$594K -23,219 -69%
DWM
310
Darwin Wealth Management
Florida
$258K -$91.5K -3,577 -26%
TWM
311
Tolleson Wealth Management
Texas
$258K
SW
312
SlateStone Wealth
Florida
$254K -$416K -16,280 -62%
SS
313
Sunbelt Securities
Texas
$253K
CG
314
Colony Group
Massachusetts
$253K +$23K +901 +10%
RJT
315
Raymond James Trust
Florida
$246K -$35.3K -1,380 -12%
AG
316
Ascent Group
Virginia
$243K -$872K -34,100 -78%
CCM
317
Crew Capital Management
Ohio
$239K -$17.1K -669 -7%
FGA
318
Fortis Group Advisors
New Jersey
$238K +$1.66K +65 +0.7%
AWM
319
Accurate Wealth Management
Florida
$238K -$25.5K -995 -10%
CGFA
320
Colton Groome Financial Advisors
North Carolina
$238K -$40.8K -1,594 -15%
WIP
321
WealthCare Investment Partners
Rhode Island
$236K +$4.89K +191 +2%
SCA
322
Sandy Cove Advisors
Massachusetts
$235K +$237K +9,279 New
GAM
323
GEM Asset Management
Michigan
$235K +$236K +9,245 New
AFP
324
Ausdal Financial Partners
Iowa
$230K +$232K +9,058 New
AA
325
Ancora Advisors
Ohio
$230K -$17.8K -696 -7%