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State Street SPDR Portfolio Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TVM
351
True Vision MN
Minnesota
$446K +$440K +17,411 New
IFPL
352
Investments & Financial Planning LLC
Kentucky
$445K -$6.14K -243 -1%
SA
353
Sovran Advisors
California
$439K -$966K -38,214 -69%
HH
354
Hilltop Holdings
Texas
$436K +$170K +6,714 +65%
AO
355
Advisor OS
Illinois
$435K -$20.8M -822,413 -98%
PPWM
356
PFG Private Wealth Management
Florida
$432K +$4.6K +182 +1%
VH
357
Visionary Horizons
Tennessee
$431K +$108K +4,286 +34%
GIA
358
Gladstone Institutional Advisory
Florida
$428K +$27.8K +1,100 +7%
CCG
359
Capital CS Group
California
$418K -$33.5K -1,327 -8%
FPAS
360
Focus Partners Advisor Solutions
Missouri
$412K +$13K +514 +3%
SWM
361
Silverlake Wealth Management
Vermont
$411K +$406K +16,054 New
BCM
362
Brookstone Capital Management
Illinois
$405K -$7.13K -282 -2%
EAM
363
Empirical Asset Management
Massachusetts
$399K +$69.8K +2,760 +21%
CWM
364
Collaborative Wealth Management
Florida
$389K +$11.2K +444 +3%
PIA
365
Perennial Investment Advisors
California
$378K -$36.4K -1,438 -9%
HWA
366
Heartwood Wealth Advisors
Virginia
$376K -$16.1K -637 -4%
VBFP
367
Valtinson Bruner Financial Planning
Minnesota
$376K +$163K +6,458 +78%
AFWM
368
AMJ Financial Wealth Management
Virginia
$375K +$11.1K +440 +3%
RIS
369
Retirement Income Solutions
Michigan
$372K +$367K +14,523 New
BIG
370
Brookwood Investment Group
Arizona
$366K -$4.42M -174,972 -92%
CPA
371
Capital Planning Advisors
California
$364K -$20.1K -796 -5%
CAG
372
Csenge Advisory Group
Florida
$361K +$10.9K +433 +3%
CSC
373
Cove Street Capital
California
$361K
National Bank of Canada
374
National Bank of Canada
Quebec, Canada
$360K -$176K -6,962 -33%
TWC
375
TD Waterhouse Canada
Ontario, Canada
$360K