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State Street SPDR Portfolio Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWP
376
Concord Wealth Partners
Virginia
$366K -$9.69K -380 -3%
CAMV
377
Concord Asset Management (Virginia)
Virginia
$354K -$16.1K -633 -4%
Mercer Global Advisors
378
Mercer Global Advisors
Colorado
$353K -$103K -4,028 -23%
KA
379
Kure Advisory
Minnesota
$348K -$230 -9 -0.1%
IAA
380
Independent Advisor Alliance
North Carolina
$342K -$45M -1,763,169 -99%
Fidelity Investments
381
Fidelity Investments
Massachusetts
$340K +$68.1K +2,670 +25%
AWP
382
Accretive Wealth Partners
New Jersey
$335K -$20.8K -814 -6%
MFN
383
Midwest Financial Network
Illinois
$334K +$65.5K +2,569 +24%
AOWM
384
Asset One Wealth Management
Washington
$334K -$3.47K -136 -1%
OFA
385
Orographic Financial Advisors
Colorado
$333K +$510 +20 +0.2%
TPF
386
Tribridge Partners Financial
Maryland
$331K
National Bank of Canada
387
National Bank of Canada
Quebec, Canada
$330K -$419K -16,436 -56%
Q1WB
388
Quest 10 Wealth Builders
Virginia
$330K -$4.03K -158 -1%
PPWM
389
PFG Private Wealth Management
Florida
$329K -$52.1K -2,043 -14%
FFA
390
Fortune Financial Advisors
Kansas
$323K +$638 +25 +0.2%
OAS
391
Optivise Advisory Services
Tennessee
$322K -$36.9K -1,445 -10%
WF
392
WealthPoint Financial
North Carolina
$319K -$73.1K -2,867 -19%
KWA
393
Kingswood Wealth Advisors
California
$316K +$3.67K +144 +1%
DADC
394
D.A. Davidson & Co
Montana
$312K +$23.3K +912 +8%
LWMI
395
Landmark Wealth Management (Illinois)
Illinois
$305K -$977K -38,305 -76%
LFG
396
Lockerman Financial Group
California
$301K -$377K -14,769 -56%
IPA
397
Investment Planning Advisors
Georgia
$295K -$23.3K -913 -7%
BL
398
Balentine LLC
Georgia
$293K -$43.9K -1,721 -13%
EAM
399
Empirical Asset Management
Massachusetts
$289K -$37.2K -1,458 -11%
PFA
400
Professional Financial Advisors
Nebraska
$288K -$41K -1,606 -12%