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State Street SPDR Portfolio Aggregate Bond ETF
SPAB

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
351
Liberty Wealth Management
California
$1K +$1.01K +34 New
WIM
352
Westside Investment Management
California
$89 +$88.9K +2,981 New
MCM
353
Model Capital Management
Massachusetts
– -$87.1M -2,937,695 Closed
VFA
354
Voya Financial Advisors
Connecticut
– -$4.71M -158,870 Closed
ARG
355
Advisory Resource Group
Oklahoma
– -$4.19M -141,283 Closed
LA
356
Latitude Advisors
Florida
– -$3.26M -109,805 Closed
CAG
357
Csenge Advisory Group
Florida
– -$2.89M -97,318 Closed
FTA
358
Financial & Tax Architects
Missouri
– -$644K -21,736 Closed
BTWM
359
Baker Tilly Wealth Management
Wisconsin
– -$551K -18,578 Closed
SPI
360
Santori & Peters Inc
Pennsylvania
– -$455K -15,367 Closed
MA
361
Mutual Advisors
Nebraska
– -$352K -11,882 Closed
PGFC
362
Peapack-Gladstone Financial Corp
New Jersey
– -$319K -10,742 Closed
LJAC
363
L.J. Altfest & Co
New York
– -$245K -8,274 Closed
RW
364
REDW Wealth
New Mexico
– -$235K -7,934 Closed
B
365
Bridgeworth
Alabama
– -$234K -7,883 Closed
HGWM
366
Horst & Graben Wealth Management
Oregon
– -$233K -7,858 Closed
IB
367
Intrust Bank
Kansas
– -$224K -7,563 Closed
DI
368
DFPG Investments
Utah
– -$203K -6,837 Closed
CL
369
COWA LLC
Oklahoma
– -$156K -5,254 Closed
BCMIO
370
Beacon Capital Management Inc (Ohio)
Ohio
– -$125K -4,221 Closed
SIS
371
Sound Income Strategies
Florida
– -$116K -3,889 -100%
SCA
372
Stonebridge Capital Advisors
Minnesota
– -$82.7K -2,774 -100%
ACM
373
Allred Capital Management
Texas
– -$55.8K -1,881 Closed
ICM
374
Islay Capital Management
Texas
– -$22K -746 Closed
TRCT
375
Tower Research Capital (TRC)
New York
– -$18K -600 Closed
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15
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