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State Street SPDR Portfolio Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WWM
351
Western Wealth Management
Colorado
$460K -$16K -628 -3%
P
352
&Partners
Tennessee
$458K +$94.4K +3,701 +26%
CGFA
353
Colton Groome Financial Advisors
North Carolina
$455K +$5.74K +225 +1%
CIAS
354
CFS Investment Advisory Services
New Jersey
$447K -$387K -15,157 -46%
MWM
355
Meridian Wealth Management
Kentucky
$447K -$596K -23,377 -57%
HWP
356
Hibernia Wealth Partners
Louisiana
$447K -$394K -15,453 -47%
Focus Partners Wealth
357
Focus Partners Wealth
Massachusetts
$437K +$9.03K +354 +2%
FAP
358
Financial Advisory Partners
Florida
$436K +$98.3K +3,853 +29%
IFPL
359
Investments & Financial Planning LLC
Kentucky
$434K -$20.7K -813 -5%
SW
360
SMART Wealth
Nebraska
$432K +$432K +16,924 New
OCA
361
OpenArc Corporate Advisory
Georgia
$431K +$44K +1,725 +11%
TFCP
362
Twin Focus Capital Partners
Massachusetts
$428K – – –
WEG
363
World Equity Group
Illinois
$423K +$423K +16,584 New
EA
364
Eclectic Associates
California
$414K -$2.86K -112 -0.7%
PAW
365
Plan A Wealth
Nebraska
$406K -$37.6K -1,474 -8%
AO
366
Advisor OS
Illinois
$406K -$17.2M -672,469 -98%
EWA
367
EverSource Wealth Advisors
Alabama
$403K -$7.5K -294 -2%
BFA
368
Brown Financial Advisory
Alabama
$402K – – –
SHJ
369
Sharkey, Howes & Javer
Colorado
$401K -$50.1K -1,962 -11%
RFS
370
Richardson Financial Services
Massachusetts
$399K -$288K -11,299 -42%
AFWM
371
AMJ Financial Wealth Management
Virginia
$394K – – –
Financial Engines Advisors
372
Financial Engines Advisors
California
$394K +$14.9K +586 +4%
FCM
373
Fell Capital Management
California
$393K -$51K -2,000 -12%
TWC
374
TD Waterhouse Canada
Ontario, Canada
$386K – – –
SFG
375
SNS Financial Group
Minnesota
$377K +$376K +14,755 New