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State Street SPDR Portfolio Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MFA
351
Millington Financial Advisors
Illinois
$510K +$7.89K +306 +2%
BSSFA
352
Baron Silver Stevens Financial Advisors
Florida
$488K +$492K +19,056 New
WWM
353
Western Wealth Management
Colorado
$478K +$97.4K +3,776 +25%
CCG
354
Capital CS Group
California
$461K +$7.56K +293 +2%
EWA
355
Exencial Wealth Advisors
Oklahoma
$458K -$133K -5,162 -22%
Mercer Global Advisors
356
Mercer Global Advisors
Colorado
$457K +$203K +7,875 +79%
IFPL
357
Investments & Financial Planning LLC
Kentucky
$456K -$8.56K -332 -2%
SHJ
358
Sharkey, Howes & Javer
Colorado
$453K -$308K -11,933 -40%
CGFA
359
Colton Groome Financial Advisors
North Carolina
$451K -$290K -11,230 -39%
HIIFS
360
Harel Insurance Investments & Financial Services
Israel
$450K +$86K +3,334 +23%
PAW
361
Plan A Wealth
Nebraska
$446K -$9.49K -368 -2%
FCM
362
Fell Capital Management
California
$445K +$34.3K +1,328 +8%
XT
363
XTX Topco
Cayman Islands
$434K +$437K +16,953 New
TFCP
364
Twin Focus Capital Partners
Massachusetts
$430K – – –
Focus Partners Wealth
365
Focus Partners Wealth
Massachusetts
$430K +$432K +16,764 New
EA
366
Eclectic Associates
California
$419K +$188K +7,298 +81%
EWA
367
EverSource Wealth Advisors
Alabama
$412K -$146K -5,669 -26%
BFG
368
Bleakley Financial Group
New Jersey
$409K +$412K +15,958 New
BFA
369
Brown Financial Advisory
Alabama
$404K – – –
AP
370
Americana Partners
Texas
$398K -$28.5M -1,104,437 -99%
AFWM
371
AMJ Financial Wealth Management
Virginia
$394K +$12.2K +473 +3%
WF
372
WealthPoint Financial
North Carolina
$393K +$396K +15,355 New
OCA
373
OpenArc Corporate Advisory
Georgia
$389K +$391K +15,174 New
TWC
374
TD Waterhouse Canada
Ontario, Canada
$388K +$2.06K +80 +0.5%
CA
375
CoreCap Advisors
Michigan
$388K -$19K -735 -5%