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State Street SPDR Portfolio Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FWP
301
Falcon Wealth Planning
California
$484K -$361K -14,503 -43%
National Bank of Canada
302
National Bank of Canada
Quebec, Canada
$482K -$9.6K -385 -2%
WFP
303
Wrenne Financial Planning
Kentucky
$472K -$21.5K -862 -4%
APWA
304
Atlas Private Wealth Advisors
New Jersey
$462K +$229K +9,181 +99%
BFA
305
Brown Financial Advisory
Alabama
$455K +$1.45K +58 +0.3%
IFPL
306
Investments & Financial Planning LLC
Kentucky
$447K -$27.9K -1,119 -6%
Fisher Asset Management
307
Fisher Asset Management
Washington
$444K +$441K +17,687 New
FMWA
308
Forvis Mazars Wealth Advisors
Missouri
$443K -$18.2K -729 -4%
JCFM
309
JBR Co Financial Management
Oklahoma
$441K +$77K +3,091 +21%
MFA
310
Millington Financial Advisors
Illinois
$432K -$10.5K -423 -2%
BFG
311
Buttonwood Financial Group
Missouri
$429K -$1.26M -50,413 -75%
O3W
312
Omni 360 Wealth
New Jersey
$427K -$209K -8,398 -33%
VC
313
Vicus Capital
Pennsylvania
$421K +$6.83K +274 +2%
CCM
314
Crabel Capital Management
California
$419K +$121K +4,860 +41%
Betterment LLC
315
Betterment LLC
New York
$417K +$66.7K +2,678 +19%
TWC
316
TD Waterhouse Canada
Ontario, Canada
$406K
BCM
317
Brookstone Capital Management
Illinois
$403K -$66.8K -2,682 -14%
WEG
318
World Equity Group
Illinois
$391K +$18.3K +734 +5%
TSS
319
Two Sigma Securities
New York
$390K +$673 +27 +0.2%
RBFC
320
Roman Butler Fullerton & Co
Missouri
$387K +$548 +22 +0.1%
CWM
321
Collaborative Wealth Management
Florida
$387K +$1.37K +55 +0.4%
PPWM
322
PFG Private Wealth Management
Florida
$382K +$21.4K +860 +6%
KAS
323
KPP Advisory Services
Kentucky
$380K +$120K +4,822 +47%
ZIM
324
Zacks Investment Management
Illinois
$372K -$49.1K -1,971 -12%
IA
325
Insight Advisors
Pennsylvania
$369K +$18.1K +728 +5%