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State Street SPDR Portfolio Aggregate Bond ETF
SPAB

Name Holding Trade Value Shares
Change 		Change in
Stake
WIP
326
WealthCare Investment Partners
Rhode Island
$237K +$7.73K +302 +3%
CG
327
Colony Group
Massachusetts
$234K -$728K -28,445 -76%
GWSG
328
GPS Wealth Strategies Group
Colorado
$233K -$350K -13,676 -60%
BRWA
329
B. Riley Wealth Advisors
Florida
$232K -$110K -4,281 -32%
HGERS
330
Householder Group Estate & Retirement Specialist
Arizona
$226K +$224K +8,750 New
APWA
331
Atlas Private Wealth Advisors
New Jersey
$223K -$146K -5,704 -40%
ADL
332
Asset Dedication LLC
California
$221K – – –
QA
333
Quantitative Advantage
Minnesota
$219K -$12.6K -493 -5%
BJL
334
Brighton Jones LLC
Washington
$218K -$37.3K -1,459 -15%
FWM
335
Forza Wealth Management
Florida
$215K – – –
SCP
336
Syntal Capital Partners
Texas
$215K +$2.35K +92 +1%
WC
337
Waterloo Capital
Texas
$215K +$213K +8,343 New
CP
338
Castleview Partners
Texas
$215K -$111K -4,328 -34%
IF
339
Intrua Financial
Texas
$214K – – –
FMI
340
F/M Investments
District of Columbia
$214K +$202K +7,896 New
TWC
341
TD Waterhouse Canada
Ontario, Canada
$182K -$33.2K -1,299 -16%
BHWM
342
Bay Harbor Wealth Management
Maryland
$177K +$176K +6,878 New
FWM
343
Focused Wealth Management
New York
$177K -$12K -469 -6%
CWP
344
Concord Wealth Partners
Virginia
$146K -$13.9K -542 -9%
IHWM
345
Iron Horse Wealth Management
Iowa
$127K +$895 +35 +0.7%
CM
346
Cornerstone Management
Georgia
$126K – – –
NECFA
347
New England Capital Financial Advisors
Connecticut
$126K -$60.2K -2,352 -32%
BCMIO
348
Beacon Capital Management Inc (Ohio)
Ohio
$116K -$895 -35 -0.8%
NA
349
NewEdge Advisors
Louisiana
$109K +$80K +3,126 +280%
CIAS
350
Capital Investment Advisory Services
North Carolina
$96.6K – – –
12 13
14
15 16