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State Street SPDR Portfolio Aggregate Bond ETF
SPAB

Name Holding Trade Value Shares
Change 		Change in
Stake
TYCC
301
Texas Yale Capital Corp
Florida
$744K – – –
CGFA
302
Colton Groome Financial Advisors
North Carolina
$743K -$58.9K -2,275 -7%
NAS
303
Nicolet Advisory Services
Wisconsin
$735K -$22.7K -879 -3%
SG
304
Sharper & Granite
California
$719K +$243K +9,400 +51%
BWMG
305
Barnes Wealth Management Group
California
$713K -$8.82K -341 -1%
PW
306
Paladin Wealth
Minnesota
$710K +$16.4K +633 +2%
OBWG
307
Onyx Bridge Wealth Group
New York
$710K -$278K -10,761 -28%
HNH
308
Hopwood Nicholas Hunter
$707K +$711K +27,455 New
RWM
309
Riverbend Wealth Management
South Carolina
$703K +$185K +7,139 +35%
ML
310
McAdam LLC
Pennsylvania
$696K -$75.3K -2,911 -10%
FCH
311
Freestone Capital Holdings
Washington
$695K +$108K +4,160 +18%
IPW
312
Impact Partnership Wealth
Georgia
$693K +$67K +2,587 +11%
WWA
313
WCG Wealth Advisors
Nevada
$693K +$268K +10,353 +63%
MFS
314
Mattson Financial Services
Michigan
$662K -$139K -5,366 -17%
LIA
315
Lynx Investment Advisory
District of Columbia
$657K -$208K -8,021 -24%
FF
316
Farrell Financial
New York
$653K +$2.56K +99 +0.4%
WFS
317
WealthGarden F.S.
California
$648K -$18K -696 -3%
FWM
318
Forza Wealth Management
Florida
$648K – – –
APW
319
Austin Private Wealth
Texas
$644K +$435K +16,823 +206%
TIP
320
Tandem Investment Partners
New Jersey
$641K +$93.3K +3,604 +17%
GCM
321
Gunpowder Capital Management
Maryland
$622K +$626K +24,170 New
RIS
322
Retirement Income Solutions
Michigan
$618K +$257K +9,918 +70%
PC
323
Payne Capital
Oregon
$607K +$4.06K +157 +0.7%
WFAG
324
Worth Financial Advisory Group
North Carolina
$601K +$605K +23,358 New
SFG
325
Snider Financial Group
Washington
$595K +$29.5K +1,139 +5%
11 12
13
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