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State Street SPDR Portfolio Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BAM
326
Belpointe Asset Management
Nevada
$437K -$502K -19,631 -54%
OAS
327
Optivise Advisory Services
Tennessee
$432K -$129K -5,027 -23%
WWA
328
WCG Wealth Advisors
Nevada
$428K -$163K -6,374 -28%
KA
329
Kure Advisory
Minnesota
$426K -$141K -5,514 -25%
CA
330
CoreCap Advisors
Michigan
$426K -$31.2K -1,219 -7%
IFPL
331
Investments & Financial Planning LLC
Kentucky
$424K -$25.6K -1,000 -6%
CIAS
332
CFS Investment Advisory Services
New Jersey
$410K -$431K -16,822 -52%
BCM
333
Brookstone Capital Management
Illinois
$409K +$230 +9 +0.1%
BFA
334
Brown Financial Advisory
Alabama
$407K -$1.83M -71,394 -82%
Financial Engines Advisors
335
Financial Engines Advisors
California
$401K +$52K +2,032 +15%
SAW
336
Signal Advisors Wealth
Michigan
$401K -$1.39M -54,153 -78%
AFWM
337
AMJ Financial Wealth Management
Virginia
$396K +$17.2K +672 +5%
CWM
338
Collaborative Wealth Management
Florida
$394K +$1.77K +69 +0.5%
TWC
339
TD Waterhouse Canada
Ontario, Canada
$391K +$25.8K +1,008 +7%
GIA
340
Gladstone Institutional Advisory
Florida
$388K -$43.8K -1,713 -10%
National Bank of Canada
341
National Bank of Canada
Quebec, Canada
$387K +$23.9K +932 +7%
Charles Schwab
342
Charles Schwab
California
$385K +$130K +5,069 +52%
HWA
343
Heartwood Wealth Advisors
Virginia
$380K -$333 -13 -0.1%
WWM
344
Western Wealth Management
Colorado
$380K +$78.7K +3,074 +26%
CPA
345
Capital Planning Advisors
California
$368K
CSC
346
Cove Street Capital
California
$365K
RIS
347
Retirement Income Solutions
Michigan
$364K -$11.4K -444 -3%
DC
348
Davenport & Co
Virginia
$361K +$18.6K +726 +5%
NCM
349
Northwest Capital Management
Oregon
$356K -$898K -35,100 -72%
IA
350
Integrity Alliance
Iowa
$356K +$352K +13,754 New