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State Street SPDR Portfolio Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WFS
301
WealthGarden F.S.
California
$672K +$128 +5 +0%
FF
302
Farrell Financial
New York
$653K +$1.84K +72 +0.3%
FWM
303
Forza Wealth Management
Florida
$650K
IPW
304
Impact Partnership Wealth
Georgia
$629K +$623K +24,329 New
PC
305
Payne Capital
Oregon
$605K +$599K +23,400 New
MFA
306
Millington Financial Advisors
Illinois
$604K +$307 +12 +0.1%
MWA
307
Medallion Wealth Advisors
Connecticut
$592K -$58.9K -2,300 -9%
FCH
308
Freestone Capital Holdings
Washington
$590K +$38.5K +1,505 +7%
EWA
309
Exencial Wealth Advisors
Oklahoma
$587K -$23.1K -901 -4%
CWM
310
Cahaba Wealth Management
Georgia
$579K -$8.41M -328,710 -94%
TWP
311
Triad Wealth Partners
Kansas
$576K +$47K +1,835 +9%
SFG
312
Snider Financial Group
Washington
$567K +$13.7K +534 +2%
TIP
313
Tandem Investment Partners
New Jersey
$550K +$30.6K +1,195 +6%
Betterment LLC
314
Betterment LLC
New York
$538K +$20.1K +787 +4%
RWM
315
Riverbend Wealth Management
South Carolina
$521K +$32.9K +1,284 +7%
SFG
316
Shum Financial Group
California
$514K +$509K +19,900 New
PAW
317
Plan A Wealth
Nebraska
$495K -$201K -7,859 -29%
SA
318
Sovran Advisors
California
$489K +$38.8K +1,515 +9%
GWAG
319
Garrett Wealth Advisory Group
Texas
$486K -$23.5K -917 -5%
SG
320
Sharper & Granite
California
$478K +$5.38K +210 +1%
BL
321
Balentine LLC
Georgia
$474K -$20.6K -806 -4%
AWM
322
Axxcess Wealth Management
California
$471K -$2.49M -97,132 -84%
SDWIA
323
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$468K -$598K -23,364 -56%
CCG
324
Capital CS Group
California
$465K +$42.6K +1,663 +10%
P
325
&Partners
Tennessee
$463K -$23.9K -933 -5%