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State Street SPDR Portfolio Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
301
Collaborative Wealth Management
Florida
$388K -$212K -8,380 -35%
RBFC
302
Roman Butler Fullerton & Co
Missouri
$378K -$102K -4,032 -21%
WEG
303
World Equity Group
Illinois
$375K -$9.15K -362 -2%
DC
304
Davenport & Co
Virginia
$370K -$32.9K -1,303 -8%
JCFM
305
JBR Co Financial Management
Oklahoma
$367K +$367K +14,503 New
PPWM
306
PFG Private Wealth Management
Florida
$363K +$13.9K +548 +4%
CCG
307
Capital CS Group
California
$360K -$84.2K -3,332 -19%
CSC
308
Cove Street Capital
California
$357K +$356K +14,100 New
IA
309
Insight Advisors
Pennsylvania
$353K +$33.7K +1,333 +11%
Betterment LLC
310
Betterment LLC
New York
$353K +$353K +13,950 New
KWA
311
Kingswood Wealth Advisors
California
$349K +$349K +13,790 New
WC
312
Waterloo Capital
Texas
$342K -$186K -7,345 -35%
AFG
313
Atomi Financial Group
New York
$339K +$339K +13,429 New
LSAG
314
Lake Street Advisors Group
New Hampshire
$329K
Focus Partners Wealth
315
Focus Partners Wealth
Massachusetts
$327K +$99.2K +3,922 +44%
DA
316
Detalus Advisors
Missouri
$323K +$10.5K +415 +3%
AAS
317
Ameritas Advisory Services
Nebraska
$318K +$318K +12,572 New
GSIS
318
Global Strategic Investment Solutions
Arizona
$309K +$1.04K +41 +0.3%
Millennium Management
319
Millennium Management
New York
$307K +$307K +12,132 New
BL
320
Balentine LLC
Georgia
$306K +$18.2K +719 +6%
CPA
321
Capital Planning Advisors
California
$306K +$306K +12,085 New
TAM
322
Tucker Asset Management
Colorado
$302K +$302K +11,958 New
CCM
323
Crabel Capital Management
California
$299K -$1.06M -41,962 -78%
AFWM
324
AMJ Financial Wealth Management
Virginia
$297K +$51K +2,016 +21%
Koshinski Asset Management
325
Koshinski Asset Management
Illinois
$297K +$297K +11,762 New