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State Street SPDR Portfolio Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TCWM
351
Total Clarity Wealth Management
Illinois
$9K +$8.71K +289 New
EWM
352
EPG Wealth Management
Georgia
$8K +$8.47K +281 New
CTC
353
Central Trust Company
Missouri
$6K +$5.7K +189 New
OFG
354
Oxford Financial Group
Indiana
$3K – – –
LPWM
355
Lake Point Wealth Management
Texas
$2K – – –
WFA
356
West Financial Advisors
Iowa
$2K – – –
LWM
357
Liberty Wealth Management
California
$1K – – –
WIM
358
Westside Investment Management
California
$93 +$5K +166 +6%
JP Morgan Chase
359
JP Morgan Chase
New York
– -$252M -8,384,142 Closed
HR
360
Hayden Royal
North Carolina
– -$11.8M -393,551 Closed
LWAC
361
Laurel Wealth Advisors (California)
California
– -$10.5M -349,928 Closed
FTS
362
Fifth Third Securities
Ohio
– -$1.78M -59,357 Closed
TCWA
363
Ten Capital Wealth Advisors
Washington
– -$1.43M -47,519 Closed
WCFA
364
Walkner Condon Financial Advisors
Wisconsin
– -$1.27M -42,049 Closed
PWA
365
Peterson Wealth Advisors
Utah
– -$643K -21,411 Closed
CW
366
CreativeOne Wealth
Kansas
– -$485K -16,152 Closed
GI
367
Glovista Investments
New Jersey
– -$380K -12,680 Closed
JWCA
368
J.W. Cole Advisors
Florida
– -$322K -10,717 Closed
GL
369
Graypoint LLC
New York
– -$234K -7,808 Closed
Deutsche Bank
370
Deutsche Bank
Germany
– -$200K -6,661 Closed
Fifth Third Bancorp
371
Fifth Third Bancorp
Ohio
– -$118K -3,931 Closed
Barclays
372
Barclays
United Kingdom
– -$91K -3,030 Closed
CFN
373
Cordasco Financial Network
Florida
– -$66K -2,210 Closed
PWM
374
Prentice Wealth Management
New York
– -$52K -1,719 Closed
LDFR
375
Lehman & Derafelo Financial Resources
Pennsylvania
– -$29K -974 Closed