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State Street SPDR Portfolio Aggregate Bond ETF
SPAB

Name Holding Trade Value Shares
Change 		Change in
Stake
PC
326
Payne Capital
Oregon
$592K -$9.49K -372 -2%
SFG
327
Shum Financial Group
California
$584K +$42.5K +1,665 +8%
HIIFS
328
Harel Insurance Investments & Financial Services
Israel
$572K +$123K +4,829 +27%
MPW
329
Magnolia Private Wealth
Pennsylvania
$567K -$156K -6,100 -22%
WFAG
330
Worth Financial Advisory Group
North Carolina
$562K +$562K +22,014 New
BWMG
331
Barnes Wealth Management Group
California
$558K +$19.6K +767 +4%
GCM
332
Gunpowder Capital Management
Maryland
$558K -$7.99K -313 -1%
IA
333
Inspire Advisors
Idaho
$555K -$48.6K -1,906 -8%
WAS
334
Westco Advisory Services
New York
$551K -$15.5K -607 -3%
NG
335
Navigation Group
California
$547K +$77 +3 +0%
QCM
336
Quantinno Capital Management
New York
$543K -$12.1K -473 -2%
CWM
337
Cahaba Wealth Management
Georgia
$540K +$3.29K +129 +0.6%
GAM
338
GEM Asset Management
Michigan
$530K +$5.1K +200 +1%
MFA
339
Millington Financial Advisors
Illinois
$530K +$27.2K +1,067 +5%
NFG
340
Nations Financial Group
Iowa
$530K -$6.5K -255 -1%
ML
341
McAdam LLC
Pennsylvania
$526K -$142K -5,580 -21%
VBFP
342
Valtinson Bruner Financial Planning
Minnesota
$521K +$196K +7,679 +60%
TSS
343
Two Sigma Securities
New York
$513K +$512K +20,083 New
TWP
344
Triad Wealth Partners
Kansas
$507K -$4.06K -159 -0.8%
MFS
345
Mattson Financial Services
Michigan
$506K -$198K -7,769 -28%
EAN
346
Excelsior Advisor Network
Colorado
$504K +$504K +19,761 New
PW
347
Paladin Wealth
Minnesota
$504K -$179K -7,006 -26%
BSSFA
348
Baron Silver Stevens Financial Advisors
Florida
$486K – – –
SG
349
StoneX Group
New York
$472K +$472K +18,496 New
CA
350
CoreCap Advisors
Michigan
$471K +$84.5K +3,313 +22%
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