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State Street SPDR Portfolio Aggregate Bond ETF
SPAB

Name Holding Trade Value Shares
Change 		Change in
Stake
CGFA
301
Colton Groome Financial Advisors
North Carolina
$743K -$58.9K -2,275 -7%
NAS
302
Nicolet Advisory Services
Wisconsin
$735K -$22.7K -879 -3%
SG
303
Sharper & Granite
California
$719K +$243K +9,400 +51%
BWMG
304
Barnes Wealth Management Group
California
$713K -$8.82K -341 -1%
PW
305
Paladin Wealth
Minnesota
$710K +$16.4K +633 +2%
OBWG
306
Onyx Bridge Wealth Group
New York
$710K -$278K -10,761 -28%
HNH
307
Hopwood Nicholas Hunter
$707K +$711K +27,455 New
RWM
308
Riverbend Wealth Management
South Carolina
$703K +$185K +7,139 +35%
ML
309
McAdam LLC
Pennsylvania
$696K -$75.3K -2,911 -10%
FCH
310
Freestone Capital Holdings
Washington
$695K +$108K +4,160 +18%
IPW
311
Impact Partnership Wealth
Georgia
$693K +$67K +2,587 +11%
WWA
312
WCG Wealth Advisors
Nevada
$693K +$268K +10,353 +63%
MFS
313
Mattson Financial Services
Michigan
$662K -$139K -5,366 -17%
LIA
314
Lynx Investment Advisory
District of Columbia
$657K -$208K -8,021 -24%
FF
315
Farrell Financial
New York
$653K +$2.56K +99 +0.4%
WFS
316
WealthGarden F.S.
California
$648K -$18K -696 -3%
FWM
317
Forza Wealth Management
Florida
$648K – – –
APW
318
Austin Private Wealth
Texas
$644K +$435K +16,823 +206%
TIP
319
Tandem Investment Partners
New Jersey
$641K +$93.3K +3,604 +17%
GCM
320
Gunpowder Capital Management
Maryland
$622K +$626K +24,170 New
RIS
321
Retirement Income Solutions
Michigan
$618K +$257K +9,918 +70%
PC
322
Payne Capital
Oregon
$607K +$4.06K +157 +0.7%
WFAG
323
Worth Financial Advisory Group
North Carolina
$601K +$605K +23,358 New
SFG
324
Snider Financial Group
Washington
$595K +$29.5K +1,139 +5%
EWA
325
Exencial Wealth Advisors
Oklahoma
$593K +$7.84K +303 +1%
11 12
13
14 15