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State Street SPDR Portfolio Aggregate Bond ETF
SPAB

Name Holding Trade Value Shares
Change 		Change in
Stake
HIIFS
326
Harel Insurance Investments & Financial Services
Israel
$572K +$123K +4,829 +27%
MPW
327
Magnolia Private Wealth
Pennsylvania
$567K -$156K -6,100 -22%
WFAG
328
Worth Financial Advisory Group
North Carolina
$562K +$562K +22,014 New
BWMG
329
Barnes Wealth Management Group
California
$558K +$19.6K +767 +4%
GCM
330
Gunpowder Capital Management
Maryland
$558K -$7.99K -313 -1%
IA
331
Inspire Advisors
Idaho
$555K -$48.6K -1,906 -8%
WAS
332
Westco Advisory Services
New York
$551K -$15.5K -607 -3%
NG
333
Navigation Group
California
$547K +$77 +3 +0%
QCM
334
Quantinno Capital Management
New York
$543K -$12.1K -473 -2%
CWM
335
Cahaba Wealth Management
Georgia
$540K +$3.29K +129 +0.6%
GAM
336
GEM Asset Management
Michigan
$530K +$5.1K +200 +1%
MFA
337
Millington Financial Advisors
Illinois
$530K +$27.2K +1,067 +5%
NFG
338
Nations Financial Group
Iowa
$530K -$6.5K -255 -1%
ML
339
McAdam LLC
Pennsylvania
$526K -$142K -5,580 -21%
VBFP
340
Valtinson Bruner Financial Planning
Minnesota
$521K +$196K +7,679 +60%
TSS
341
Two Sigma Securities
New York
$513K +$512K +20,083 New
TWP
342
Triad Wealth Partners
Kansas
$507K -$4.06K -159 -0.8%
MFS
343
Mattson Financial Services
Michigan
$506K -$198K -7,769 -28%
EAN
344
Excelsior Advisor Network
Colorado
$504K +$504K +19,761 New
PW
345
Paladin Wealth
Minnesota
$504K -$179K -7,006 -26%
BSSFA
346
Baron Silver Stevens Financial Advisors
Florida
$486K – – –
SG
347
StoneX Group
New York
$472K +$472K +18,496 New
CA
348
CoreCap Advisors
Michigan
$471K +$84.5K +3,313 +22%
WWM
349
Western Wealth Management
Colorado
$460K -$16K -628 -3%
P
350
&Partners
Tennessee
$458K +$94.4K +3,701 +26%
12 13
14
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