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State Street SPDR Portfolio Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SSC
326
Syverson Strege & Co
Iowa
$226K -$315K -12,625 -58%
WIP
327
WealthCare Investment Partners
Rhode Island
$226K -$100 -4 -0%
GAM
328
GEM Asset Management
Michigan
$226K +$648 +26 +0.3%
IFG
329
Independent Financial Group
California
$223K +$229K +9,179 New
AA
330
Ancora Advisors
Ohio
$222K +$1.59K +64 +0.7%
ACA
331
Aptus Capital Advisors
Alabama
$215K +$207K +8,321 +1,668%
ETIA
332
Epic Trust Investment Advisors
Washington
$214K +$219K +8,799 New
PFA
333
Peak Financial Advisors
Colorado
$212K -$179K -7,165 -45%
ADL
334
Asset Dedication LLC
California
$209K – – –
William Blair & Company
335
William Blair & Company
Illinois
$209K +$1.47K +59 +0.7%
FFW
336
Fusion Family Wealth
New York
$207K – – –
KAS
337
KPP Advisory Services
Kentucky
$205K +$210K +8,436 New
AWM
338
Accurate Wealth Management
Florida
$204K -$21K -843 -9%
JWCA
339
J.W. Cole Advisors
Florida
$204K – – –
GWSG
340
GPS Wealth Strategies Group
Colorado
$203K -$14.7K -592 -7%
FWM
341
Forza Wealth Management
Florida
$203K – – –
BRWA
342
B. Riley Wealth Advisors
Florida
$202K +$207K +8,309 New
FFA
343
Founders Financial Alliance
North Carolina
$193K -$90.8K -3,644 -32%
FWM
344
Focused Wealth Management
New York
$172K +$1.27K +51 +0.7%
BHWM
345
Bay Harbor Wealth Management
Maryland
$167K – – –
CWP
346
Concord Wealth Partners
Virginia
$149K +$20.8K +836 +16%
NIC
347
Northwest Investment Counselors
Oregon
$119K – – –
BCMIO
348
Beacon Capital Management Inc (Ohio)
Ohio
$109K -$199 -8 -0.2%
WOSD
349
WFA of San Diego
California
$90.1K -$6.98K -280 -7%
SSWM
350
Sheets Smith Wealth Management
North Carolina
$85.2K +$87.2K +3,500 New