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State Street SPDR Portfolio Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IFPL
351
Investments & Financial Planning LLC
Kentucky
$450K -$9.94K -394 -2%
PPWM
352
PFG Private Wealth Management
Florida
$426K +$21.6K +858 +5%
PIA
353
Perennial Investment Advisors
California
$414K -$836K -33,120 -67%
BCM
354
Brookstone Capital Management
Illinois
$411K -$148K -5,848 -27%
BFA
355
Brown Financial Advisory
Alabama
$402K -$58.4K -2,313 -13%
GIA
356
Gladstone Institutional Advisory
Florida
$399K -$47.3K -1,873 -11%
FPAS
357
Focus Partners Advisor Solutions
Missouri
$398K +$65.2K +2,586 +20%
T
358
Tidemark
California
$396K -$243K -9,628 -38%
HWA
359
Heartwood Wealth Advisors
Virginia
$392K -$22.8M -902,838 -98%
CPA
360
Capital Planning Advisors
California
$384K +$136K +5,385 +56%
SP
361
Symmetry Partners
Connecticut
$379K -$6.58K -261 -2%
APWA
362
Atlas Private Wealth Advisors
New Jersey
$378K -$47.3K -1,874 -11%
CWM
363
Collaborative Wealth Management
Florida
$376K -$2.8K -111 -0.7%
AFWM
364
AMJ Financial Wealth Management
Virginia
$363K +$37.2K +1,475 +12%
TWC
365
TD Waterhouse Canada
Ontario, Canada
$360K -$555 -22 -0.2%
CSC
366
Cove Street Capital
California
$360K
MIC
367
Means Investment Company
Maine
$359K -$77.5K -3,072 -18%
Financial Engines Advisors
368
Financial Engines Advisors
California
$358K +$43.6K +1,728 +14%
DC
369
Davenport & Co
Virginia
$353K +$9.54K +378 +3%
CAG
370
Csenge Advisory Group
Florida
$350K +$119K +4,730 +52%
WWM
371
Western Wealth Management
Colorado
$343K -$344K -13,646 -50%
RWM
372
Riverbend Wealth Management
South Carolina
$342K +$26.8K +1,062 +9%
XT
373
XTX Topco
Cayman Islands
$335K +$331K +13,131 New
EAM
374
Empirical Asset Management
Massachusetts
$328K +$14.4K +572 +5%
IA
375
Insight Advisors
Pennsylvania
$324K -$80K -3,172 -20%