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State Street SPDR Portfolio Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IWM
326
Iams Wealth Management
Nebraska
$407K +$401K +15,586 New
IA
327
Insight Advisors
Pennsylvania
$405K +$20.3K +789 +5%
WC
328
Waterloo Capital
Texas
$402K -$186K -7,218 -32%
Fidelity Investments
329
Fidelity Investments
Massachusetts
$401K +$293K +11,363 +285%
PPWM
330
PFG Private Wealth Management
Florida
$398K +$670 +26 +0.2%
OMC
331
Old Mission Capital
Illinois
$389K -$10.3M -401,127 -96%
TWC
332
TD Waterhouse Canada
Ontario, Canada
$382K -$43.8K -1,701 -10%
RJT
333
Raymond James Trust
Florida
$381K +$8.68K +337 +2%
CSC
334
Cove Street Capital
California
$369K +$363K +14,100 New
DC
335
Davenport & Co
Virginia
$367K -$567 -22 -0.2%
CAG
336
Csenge Advisory Group
Florida
$354K +$127K +4,912 +55%
CCG
337
Capital CS Group
California
$352K -$21.3K -825 -6%
DA
338
Detalus Advisors
Missouri
$348K +$13.4K +522 +4%
FMWA
339
Forvis Mazars Wealth Advisors
Missouri
$346K -$114K -4,439 -25%
EAM
340
Empirical Asset Management
Massachusetts
$341K +$69.5K +2,700 +26%
LSAG
341
Lake Street Advisors Group
New Hampshire
$340K
SWA
342
Sax Wealth Advisors
New Jersey
$336K +$103K +4,000 +45%
VBFP
343
Valtinson Bruner Financial Planning
Minnesota
$333K -$3.13M -121,582 -91%
KWA
344
Kingswood Wealth Advisors
California
$331K +$28.5K +1,108 +10%
USCWA
345
U.S. Capital Wealth Advisors
Texas
$305K
AFWM
346
AMJ Financial Wealth Management
Virginia
$305K -$6.67K -259 -2%
SW
347
SlateStone Wealth
Florida
$305K -$1.13K -44 -0.4%
O3W
348
Omni 360 Wealth
New Jersey
$303K -$140K -5,419 -32%
RBFC
349
Roman Butler Fullerton & Co
Missouri
$289K -$106K -4,132 -27%
TYCC
350
Texas Yale Capital Corp
Florida
$288K