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State Street SPDR Portfolio Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
301
Austin Wealth Management
Texas
$753K -$56.7K -2,230 -7%
Charles Schwab
302
Charles Schwab
California
$747K +$760K +29,903 New
EWA
303
Exencial Wealth Advisors
Oklahoma
$741K -$29.5K -1,161 -4%
QC
304
Quadrature Capital
United Kingdom
$735K +$748K +29,416 New
MA
305
Mutual Advisors
Nebraska
$729K -$19.7K -776 -3%
MCA
306
Midwest Capital Advisors
Michigan
$707K +$720K +28,303 New
NCFG
307
New Century Financial Group
New Jersey
$706K -$559 -22 -0.1%
AF
308
Advisornet Financial
Minnesota
$703K +$53.3K +2,097 +8%
WFAG
309
Worth Financial Advisory Group
North Carolina
$703K +$185K +7,293 +35%
PAG
310
Paladin Advisory Group
Iowa
$680K +$4.12K +162 +0.6%
WWM
311
Western Wealth Management
Colorado
$677K -$37.8K -1,488 -5%
MFS
312
Mattson Financial Services
Michigan
$653K -$24.6K -967 -4%
RFS
313
Richardson Financial Services
Massachusetts
$650K -$44.4K -1,748 -6%
WFS
314
WealthGarden F.S.
California
$646K -$10.4K -408 -2%
FWM
315
Forza Wealth Management
Florida
$628K
T
316
Tidemark
California
$628K -$541K -21,288 -46%
GSEP
317
Golden State Equity Partners
California
$627K -$713K -28,046 -53%
AI
318
Atria Investments
North Carolina
$626K -$292K -11,469 -31%
P
319
&Partners
Tennessee
$614K +$625K +24,581 New
SFG
320
Snider Financial Group
Washington
$604K -$30K -1,181 -5%
NFP
321
Narus Financial Partners
Utah
$601K +$43.1K +1,695 +8%
FF
322
Farrell Financial
New York
$601K +$915 +36 +0.1%
FL
323
FreeGulliver LLC
Louisiana
$594K
WFP
324
Wrenne Financial Planning
Kentucky
$570K +$70.7K +2,782 +14%
MWA
325
Medallion Wealth Advisors
Connecticut
$557K +$564K +22,178 New