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State Street SPDR Portfolio Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VCM
301
Virtue Capital Management
Tennessee
$569K +$12.1K +470 +2%
BCM
302
Brookstone Capital Management
Illinois
$566K +$150K +5,811 +37%
CA
303
CoreCap Advisors
Michigan
$549K -$23.6K -916 -4%
FCH
304
Freestone Capital Holdings
Washington
$549K +$16.7K +650 +3%
WFAG
305
Worth Financial Advisory Group
North Carolina
$544K +$165K +6,415 +45%
GWAG
306
Garrett Wealth Advisory Group
Texas
$528K +$2.78K +108 +0.5%
WFP
307
Wrenne Financial Planning
Kentucky
$523K +$31.5K +1,223 +7%
JCFM
308
JBR Co Financial Management
Oklahoma
$508K +$47.6K +1,849 +11%
National Bank of Canada
309
National Bank of Canada
Quebec, Canada
$508K +$747 +29 +0.1%
BL
310
Balentine LLC
Georgia
$505K +$188K +7,292 +61%
LA
311
LexAurum Advisors
Kansas
$497K -$98.8K -3,834 -17%
GIA
312
Gladstone Institutional Advisory
Florida
$494K -$40.2K -1,562 -8%
APWA
313
Atlas Private Wealth Advisors
New Jersey
$492K +$10.9K +424 +2%
IFPL
314
Investments & Financial Planning LLC
Kentucky
$487K +$21.5K +833 +5%
CW
315
CreativeOne Wealth
Kansas
$480K +$473K +18,345 New
BFA
316
Brown Financial Advisory
Alabama
$474K
MFA
317
Millington Financial Advisors
Illinois
$463K +$13.1K +508 +3%
KAS
318
KPP Advisory Services
Kentucky
$449K +$52.8K +2,049 +14%
FWP
319
Falcon Wealth Planning
California
$446K -$57.5K -2,232 -12%
Betterment LLC
320
Betterment LLC
New York
$445K +$9.89K +384 +2%
VC
321
Vicus Capital
Pennsylvania
$438K -$618 -24 -0.1%
ARC
322
Advisor Resource Council
Texas
$437K +$431K +16,732 New
SFG
323
Shum Financial Group
California
$433K +$439K +17,059 New
CWM
324
Collaborative Wealth Management
Florida
$418K +$14.7K +571 +4%
ZIM
325
Zacks Investment Management
Illinois
$408K +$20.1K +779 +5%