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State Street SPDR Portfolio Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FWM
326
Forza Wealth Management
Florida
$644K
MWA
327
Medallion Wealth Advisors
Connecticut
$643K
FFA
328
Farther Finance Advisors
California
$637K -$761K -30,090 -55%
IWM
329
Iams Wealth Management
Nebraska
$632K +$624K +24,698 New
EWA
330
Exencial Wealth Advisors
Oklahoma
$605K -$19.4K -766 -3%
PAG
331
Paladin Advisory Group
Iowa
$604K +$1.26K +50 +0.2%
MFA
332
Millington Financial Advisors
Illinois
$590K +$75.5K +2,987 +15%
WWA
333
WCG Wealth Advisors
Nevada
$587K -$9.82M -388,442 -94%
KA
334
Kure Advisory
Minnesota
$563K -$700K -27,696 -56%
OAS
335
Optivise Advisory Services
Tennessee
$557K -$126K -4,990 -19%
SFG
336
Snider Financial Group
Washington
$548K -$13K -513 -2%
FCH
337
Freestone Capital Holdings
Washington
$546K
VT
338
Vise Technologies
New York
$532K +$526K +20,795 New
TWP
339
Triad Wealth Partners
Kansas
$524K -$107K -4,236 -17%
TIP
340
Tandem Investment Partners
New Jersey
$514K +$7.86K +311 +2%
Betterment LLC
341
Betterment LLC
New York
$512K +$15.2K +601 +3%
GWAG
342
Garrett Wealth Advisory Group
Texas
$505K +$11K +434 +2%
BL
343
Balentine LLC
Georgia
$490K +$7.96K +315 +2%
TYCC
344
Texas Yale Capital Corp
Florida
$486K
RWM
345
Riverbend Wealth Management
South Carolina
$483K +$139K +5,481 +41%
P
346
&Partners
Tennessee
$482K -$224K -8,874 -32%
ARC
347
Advisor Resource Council
Texas
$476K -$18M -713,739 -97%
VC
348
Vicus Capital
Pennsylvania
$471K +$126 +5 +0%
SG
349
Sharper & Granite
California
$466K +$12.9K +510 +3%
CA
350
CoreCap Advisors
Michigan
$453K -$3.08K -122 -0.7%