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State Street SPDR Portfolio Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WIP
326
WealthCare Investment Partners
Rhode Island
$226K -$100 -4 -0%
GAM
327
GEM Asset Management
Michigan
$226K +$648 +26 +0.3%
IFG
328
Independent Financial Group
California
$223K +$229K +9,179 New
AA
329
Ancora Advisors
Ohio
$222K +$1.59K +64 +0.7%
ACA
330
Aptus Capital Advisors
Alabama
$215K +$207K +8,321 +1,668%
ETIA
331
Epic Trust Investment Advisors
Washington
$214K +$219K +8,799 New
PFA
332
Peak Financial Advisors
Colorado
$212K -$179K -7,165 -45%
ADL
333
Asset Dedication LLC
California
$209K
William Blair & Company
334
William Blair & Company
Illinois
$209K +$1.47K +59 +0.7%
FFW
335
Fusion Family Wealth
New York
$207K
KAS
336
KPP Advisory Services
Kentucky
$205K +$210K +8,436 New
AWM
337
Accurate Wealth Management
Florida
$204K -$21K -843 -9%
JWCA
338
J.W. Cole Advisors
Florida
$204K
GWSG
339
GPS Wealth Strategies Group
Colorado
$203K -$14.7K -592 -7%
FWM
340
Forza Wealth Management
Florida
$203K
BRWA
341
B. Riley Wealth Advisors
Florida
$202K +$207K +8,309 New
FFA
342
Founders Financial Alliance
North Carolina
$193K -$90.8K -3,644 -32%
FWM
343
Focused Wealth Management
New York
$172K +$1.27K +51 +0.7%
BHWM
344
Bay Harbor Wealth Management
Maryland
$167K
CWP
345
Concord Wealth Partners
Virginia
$149K +$20.8K +836 +16%
NIC
346
Northwest Investment Counselors
Oregon
$119K
BCMIO
347
Beacon Capital Management Inc (Ohio)
Ohio
$109K -$199 -8 -0.2%
WOSD
348
WFA of San Diego
California
$90.1K -$6.98K -280 -7%
SSWM
349
Sheets Smith Wealth Management
North Carolina
$85.2K +$87.2K +3,500 New
OSNBOA
350
Old Second National Bank of Aurora
Illinois
$80.9K +$21.8K +876 +36%