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State Street SPDR Portfolio Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWA
301
Sax Wealth Advisors
New Jersey
$835K – – –
AF
302
Advisornet Financial
Minnesota
$827K -$1.78K -69 -0.2%
FI
303
FWG Investments
Kentucky
$819K -$112K -4,324 -12%
OFG
304
Opulen Financial Group
Virginia
$802K -$14.2K -552 -2%
MCA
305
Magnolia Capital Advisors
Mississippi
$789K -$2.52M -97,639 -76%
FPI
306
Financial Plan Inc
Washington
$780K -$27.3K -1,057 -3%
HNH
307
Hopwood Nicholas Hunter
$771K +$68.3K +2,648 +10%
TYCC
308
Texas Yale Capital Corp
Florida
$771K +$31K +1,200 +4%
DCC
309
Dow Chemical Company
Michigan
$769K -$82K -3,179 -10%
ATC
310
Argent Trust Co
Tennessee
$767K +$722 +28 +0.1%
IPW
311
Impact Partnership Wealth
Georgia
$762K +$72.9K +2,825 +10%
TFG
312
Tilson Financial Group
New Jersey
$760K +$2.63K +102 +0.3%
LIA
313
Lynx Investment Advisory
District of Columbia
$757K +$104K +4,041 +16%
National Bank of Canada
314
National Bank of Canada
Quebec, Canada
$752K +$358K +13,882 +90%
RWM
315
Riverbend Wealth Management
South Carolina
$745K +$45.8K +1,776 +7%
SG
316
Sharper & Granite
California
$732K +$16.8K +650 +2%
MPW
317
Magnolia Private Wealth
Pennsylvania
$725K -$96.7K -3,750 -12%
MFS
318
Mattson Financial Services
Michigan
$711K +$52.6K +2,039 +8%
FWP
319
Falcon Wealth Planning
California
$699K -$98.1K -3,802 -12%
RFS
320
Richardson Financial Services
Massachusetts
$690K +$251K +9,731 +57%
WWA
321
WCG Wealth Advisors
Nevada
$689K -$464 -18 -0.1%
TIP
322
Tandem Investment Partners
New Jersey
$688K +$50.7K +1,967 +8%
PW
323
Paladin Wealth
Minnesota
$685K -$21.8K -846 -3%
LFG
324
Lockerman Financial Group
California
$680K +$337K +13,072 +97%
ML
325
McAdam LLC
Pennsylvania
$671K -$21.6K -838 -3%