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State Street SPDR Portfolio Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FWM
351
Forza Wealth Management
Florida
$210K +$209K +8,350 New
ZF
352
Zhang Financial
Michigan
$209K +$208K +8,308 New
SCP
353
Syntal Capital Partners
Texas
$208K +$207K +8,257 New
BA
354
Bellwether Advisors
Nebraska
$197K -$15.4K -616 -7%
BL
355
Balentine LLC
Georgia
$190K +$752 +30 +0.4%
NECFA
356
New England Capital Financial Advisors
Connecticut
$188K +$182K +7,252 New
FWM
357
Focused Wealth Management
New York
$184K +$251 +10 +0.1%
CWP
358
Concord Wealth Partners
Virginia
$155K +$155K +6,187 New
WOSD
359
WFA of San Diego
California
$130K +$129K +5,160 New
CF
360
Centaurus Financial
California
$125K +$124K +4,956 New
CM
361
Cornerstone Management
Georgia
$123K -$15.2K -608 -11%
IHWM
362
Iron Horse Wealth Management
Iowa
$123K +$89.5K +3,574 +271%
RWPA
363
Richard W. Paul & Associates
Michigan
$121K +$121K +4,815 New
BCMIO
364
Beacon Capital Management Inc (Ohio)
Ohio
$114K -$7.07K -282 -6%
CIAS
365
Capital Investment Advisory Services
North Carolina
$94.2K – – –
BFEC
366
Benjamin F. Edwards & Company
Missouri
$93K -$36.1K -1,442 -28%
JWA
367
JFS Wealth Advisors
Pennsylvania
$64.5K – – –
PIMG
368
Patriot Investment Management Group
Tennessee
$61.7K +$59.7K +2,384 New
William Blair & Company
369
William Blair & Company
Illinois
$56K +$25.6K +1,021 +85%
BWM
370
Baystate Wealth Management
Massachusetts
$52K +$30.3K +1,210 +141%
QCG
371
Quadrant Capital Group
Ohio
$51K – – –
FWP
372
FAS Wealth Partners
Kansas
$49.4K +$49.3K +1,967 New
CFGS
373
Concourse Financial Group Securities
Alabama
$45.4K -$178K -7,122 -80%
HS
374
Horan Securities
United States
$40K -$112K -4,455 -74%
CSPIA
375
Cary Street Partners Investment Advisory
Virginia
$38K +$37.9K +1,512 New