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State Street SPDR Portfolio Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WWM
351
Western Wealth Management
Colorado
$478K +$97.4K +3,776 +25%
CCG
352
Capital CS Group
California
$461K +$7.56K +293 +2%
EWA
353
Exencial Wealth Advisors
Oklahoma
$458K -$133K -5,162 -22%
Mercer Global Advisors
354
Mercer Global Advisors
Colorado
$457K +$203K +7,875 +79%
IFPL
355
Investments & Financial Planning LLC
Kentucky
$456K -$8.56K -332 -2%
SHJ
356
Sharkey, Howes & Javer
Colorado
$453K -$308K -11,933 -40%
CGFA
357
Colton Groome Financial Advisors
North Carolina
$451K -$290K -11,230 -39%
HIIFS
358
Harel Insurance Investments & Financial Services
Israel
$450K +$86K +3,334 +23%
PAW
359
Plan A Wealth
Nebraska
$446K -$9.49K -368 -2%
FCM
360
Fell Capital Management
California
$445K +$34.3K +1,328 +8%
XT
361
XTX Topco
Cayman Islands
$434K +$437K +16,953 New
TFCP
362
Twin Focus Capital Partners
Massachusetts
$430K
Focus Partners Wealth
363
Focus Partners Wealth
Massachusetts
$430K +$432K +16,764 New
EA
364
Eclectic Associates
California
$419K +$188K +7,298 +81%
EWA
365
EverSource Wealth Advisors
Alabama
$412K -$146K -5,669 -26%
BFG
366
Bleakley Financial Group
New Jersey
$409K +$412K +15,958 New
BFA
367
Brown Financial Advisory
Alabama
$404K
AP
368
Americana Partners
Texas
$398K -$28.5M -1,104,437 -99%
AFWM
369
AMJ Financial Wealth Management
Virginia
$394K +$12.2K +473 +3%
WF
370
WealthPoint Financial
North Carolina
$393K +$396K +15,355 New
OCA
371
OpenArc Corporate Advisory
Georgia
$389K +$391K +15,174 New
TWC
372
TD Waterhouse Canada
Ontario, Canada
$388K +$2.06K +80 +0.5%
CA
373
CoreCap Advisors
Michigan
$388K -$19K -735 -5%
PPWM
374
PFG Private Wealth Management
Florida
$382K -$75.5K -2,926 -16%
CW
375
CreativeOne Wealth
Kansas
$382K +$182K +7,061 +90%