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State Street SPDR Portfolio Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWA
326
Exencial Wealth Advisors
Oklahoma
$593K +$7.84K +303 +1%
WAS
327
Westco Advisory Services
New York
$579K +$582K +22,478 New
EWA
328
EverSource Wealth Advisors
Alabama
$560K -$172K -6,643 -23%
Betterment LLC
329
Betterment LLC
New York
$549K +$13.9K +538 +3%
LWMI
330
Landmark Wealth Management (Illinois)
Illinois
$542K +$544K +21,035 New
SFG
331
Shum Financial Group
California
$538K +$25.6K +991 +5%
CWM
332
Cahaba Wealth Management
Georgia
$536K -$41.8K -1,614 -7%
TSS
333
Two Sigma Securities
New York
$535K +$538K +20,784 New
MWA
334
Medallion Wealth Advisors
Connecticut
$530K -$59.5K -2,300 -10%
TWP
335
Triad Wealth Partners
Kansas
$526K -$48.1K -1,859 -8%
GAM
336
GEM Asset Management
Michigan
$525K +$259K +9,996 +97%
FL
337
FreeGulliver LLC
Louisiana
$518K -$154K -5,936 -23%
MFA
338
Millington Financial Advisors
Illinois
$506K -$95.9K -3,706 -16%
GWAG
339
Garrett Wealth Advisory Group
Texas
$498K +$13.4K +516 +3%
MFN
340
Midwest Financial Network
Illinois
$480K +$482K +18,638 New
RIM
341
Redwood Investment Management
Arizona
$472K +$174K +6,716 +58%
IFPL
342
Investments & Financial Planning LLC
Kentucky
$467K +$45.2K +1,748 +11%
PPWM
343
PFG Private Wealth Management
Florida
$459K +$462K +17,844 New
PAW
344
Plan A Wealth
Nebraska
$457K -$35.7K -1,380 -7%
CCG
345
Capital CS Group
California
$456K -$7.3K -282 -2%
RFS
346
Richardson Financial Services
Massachusetts
$448K +$92.8K +3,584 +26%
NFG
347
Nations Financial Group
Iowa
$445K +$447K +17,291 New
AO
348
Advisor OS
Illinois
$435K +$100K +3,871 +30%
TFCP
349
Twin Focus Capital Partners
Massachusetts
$432K +$229K +8,846 +112%
PFA
350
Peak Financial Advisors
Colorado
$431K +$153K +5,896 +54%