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State Street SPDR Portfolio Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MIC
351
Means Investment Company
Maine
$428K -$175K -6,884 -29%
APWA
352
Atlas Private Wealth Advisors
New Jersey
$417K -$54.8K -2,154 -11%
IA
353
Insight Advisors
Pennsylvania
$397K +$9.86K +388 +3%
PPWM
354
PFG Private Wealth Management
Florida
$396K +$15.3K +602 +4%
AG
355
Ascent Group
Virginia
$383K -$659K -25,905 -63%
KAS
356
KPP Advisory Services
Kentucky
$378K -$52.6K -2,069 -12%
CCG
357
Capital CS Group
California
$377K +$40.9K +1,610 +12%
SP
358
Symmetry Partners
Connecticut
$377K +$383K +15,084 New
CWM
359
Collaborative Wealth Management
Florida
$371K -$28.9K -1,135 -7%
TCA
360
Transcend Capital Advisors
New Jersey
$358K +$365K +14,342 New
TWC
361
TD Waterhouse Canada
Ontario, Canada
$353K -$12.8K -504 -3%
CSC
362
Cove Street Capital
California
$352K
VWM
363
Valley Wealth Managers
New Jersey
$344K +$104K +4,098 +42%
DC
364
Davenport & Co
Virginia
$336K -$15.4K -606 -4%
KWA
365
Kingswood Wealth Advisors
California
$334K +$18.6K +732 +6%
PA
366
PFG Advisors
Arizona
$334K +$340K +13,366 New
DA
367
Detalus Advisors
Missouri
$331K -$1.65K -65 -0.5%
4A
368
4Wealth Advisors
Illinois
$330K +$336K +13,215 New
LSAG
369
Lake Street Advisors Group
New Hampshire
$325K
FPAS
370
Focus Partners Advisor Solutions
Missouri
$325K +$330K +12,991 New
AFWM
371
AMJ Financial Wealth Management
Virginia
$318K +$27.1K +1,066 +9%
RWM
372
Riverbend Wealth Management
South Carolina
$308K +$313K +12,318 New
Financial Engines Advisors
373
Financial Engines Advisors
California
$307K +$68.2K +2,684 +28%
EAM
374
Empirical Asset Management
Massachusetts
$307K -$19.2K -757 -6%
RWPA
375
Richard W. Paul & Associates
Michigan
$303K +$62K +2,437 +25%