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State Street SPDR Portfolio Aggregate Bond ETF
SPAB

Name Holding Trade Value Shares
Change 		Change in
Stake
OFG
301
Opulen Financial Group
Virginia
$817K -$59.5K -2,358 -7%
BWMG
302
Barnes Wealth Management Group
California
$816K -$98.4K -3,901 -11%
MCA
303
Midwest Capital Advisors
Michigan
$814K +$90K +3,566 +13%
JCFM
304
JBR Co Financial Management
Oklahoma
$809K +$4.37K +173 +0.5%
WCFA
305
Walkner Condon Financial Advisors
Wisconsin
$770K -$139K -5,493 -15%
MA
306
Mutual Advisors
Nebraska
$760K +$17.8K +704 +2%
GSEP
307
Golden State Equity Partners
California
$758K +$116K +4,582 +18%
RFS
308
Richardson Financial Services
Massachusetts
$745K +$81.6K +3,233 +12%
WFP
309
Wrenne Financial Planning
Kentucky
$739K +$155K +6,142 +27%
PW
310
Paladin Wealth
Minnesota
$738K -$167K -6,623 -19%
P
311
&Partners
Tennessee
$736K +$78.9K +3,126 +13%
NCFG
312
New Century Financial Group
New Jersey
$735K +$12.7K +503 +2%
PTC
313
Private Trust Company
Ohio
$720K -$459K -18,205 -39%
WFAG
314
Worth Financial Advisory Group
North Carolina
$719K +$1.24K +49 +0.2%
AF
315
Advisornet Financial
Minnesota
$717K -$1.24K -49 -0.2%
MFS
316
Mattson Financial Services
Michigan
$712K +$73.5K +2,912 +12%
CAS
317
Coppell Advisory Solutions
Texas
$686K +$126K +4,992 +23%
AWM
318
Austin Wealth Management
Texas
$685K -$77.4K -3,066 -10%
OAS
319
Optivise Advisory Services
Tennessee
$683K -$237K -9,392 -26%
WWA
320
Wealth Watch Advisors
Colorado
$670K -$5.37M -212,929 -89%
WFS
321
WealthGarden F.S.
California
$665K +$4.29K +170 +0.7%
ZIM
322
Zacks Investment Management
Illinois
$643K -$7.24M -286,953 -92%
MWA
323
Medallion Wealth Advisors
Connecticut
$643K +$76.1K +3,016 +14%
FWM
324
Forza Wealth Management
Florida
$642K – – –
SHJ
325
Sharkey, Howes & Javer
Colorado
$640K -$5.25M -208,074 -89%
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