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State Street SPDR Portfolio Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ZIM
326
Zacks Investment Management
Illinois
$215K +$218K +8,174 New
EWA
327
Exencial Wealth Advisors
Oklahoma
$214K +$217K +8,132 New
TB
328
Treynor Bancshares
Iowa
$207K
VPW
329
Vericrest Private Wealth
Pennsylvania
$206K -$24.6K -924 -11%
CFAM
330
Center For Asset Management
Florida
$205K +$208K +7,796 New
BSWM
331
Boston Standard Wealth Management
Massachusetts
$204K -$33.9M -1,273,420 -99%
CIBC World Market
332
CIBC World Market
Ontario, Canada
$203K
FFA
333
Founders Financial Alliance
North Carolina
$202K +$1.17K +44 +0.6%
FWM
334
Focused Wealth Management
New York
$194K -$7.35M -275,703 -97%
ADL
335
Asset Dedication LLC
California
$192K +$6.98K +262 +4%
CFGS
336
Concourse Financial Group Securities
Alabama
$186K +$53K +1,991 +39%
BL
337
Balentine LLC
Georgia
$184K -$173K -6,493 -48%
HS
338
Horan Securities
United States
$160K -$19.2K -722 -11%
Citigroup
339
Citigroup
New York
$145K -$24K -901 -14%
EWA
340
EP Wealth Advisors
California
$144K +$5.89K +221 +4%
DWP
341
Destiny Wealth Partners
Florida
$140K -$2K -75 -1%
WOSD
342
WFA of San Diego
California
$136K +$137K +5,159 New
BCMIO
343
Beacon Capital Management Inc (Ohio)
Ohio
$127K +$13.8K +517 +12%
HWMA
344
Heritage Wealth Management (Arizona)
Arizona
$116K -$30.3K -1,137 -20%
IHWM
345
Iron Horse Wealth Management
Iowa
$115K -$17.7K -665 -13%
Jones Financial Companies
346
Jones Financial Companies
Missouri
$100K +$83.2K +3,122 +452%
CIAS
347
Capital Investment Advisory Services
North Carolina
$99K -$19.4K -729 -16%
JWA
348
JFS Wealth Advisors
Pennsylvania
$68K
MA
349
MUFG Americas
New York
$61K
William Blair & Company
350
William Blair & Company
Illinois
$56K