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State Street SPDR Portfolio Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BRWA
376
B. Riley Wealth Advisors
Florida
$201K -$12K -488 -6%
Bank of Montreal
377
Bank of Montreal
Ontario, Canada
$187K +$122K +4,979 +218%
GFPC
378
Global Financial Private Client
Florida
$186K +$164K +6,678 +1,155%
BHWM
379
Bay Harbor Wealth Management
Maryland
$176K
FWM
380
Focused Wealth Management
New York
$173K -$7.55K -307 -4%
CP
381
Castleview Partners
Texas
$162K +$95.8K +3,893 +162%
BWM
382
BKM Wealth Management
Wisconsin
$158K +$152K +6,171 New
CWP
383
Concord Wealth Partners
Virginia
$158K +$1.4K +57 +0.9%
RWPA
384
Richard W. Paul & Associates
Michigan
$137K +$120K +4,874 +1,067%
BCMIO
385
Beacon Capital Management Inc (Ohio)
Ohio
$115K -$123 -5 -0.1%
KFP
386
Keener Financial Planning
Texas
$107K +$103K +4,183 New
W
387
WealthCollab
Washington
$94.9K +$91K +3,701 New
OSNBOA
388
Old Second National Bank of Aurora
Illinois
$85.3K
SIS
389
Sound Income Strategies
Florida
$81.2K +$58.9K +2,395 +310%
CIAS
390
Capital Investment Advisory Services
North Carolina
$76.6K
KFI
391
Key Financial Inc
Pennsylvania
$76.5K +$36.8K +1,497 +101%
FBC
392
Fairfield, Bush & Co
Connecticut
$73.7K +$70.7K +2,875 New
IHWM
393
Iron Horse Wealth Management
Iowa
$72.5K -$1.18K -48 -2%
WIA
394
Wetzel Investment Advisors
Indiana
$70K +$67.2K +2,730 New
JWA
395
JFS Wealth Advisors
Pennsylvania
$66.4K +$590 +24 +0.9%
DJSG
396
D.J. St. Germain
Massachusetts
$58K -$984 -40 -2%
WIM
397
Westside Investment Management
California
$53K
PA
398
PSI Advisors
Florida
$51.3K
HIA
399
Harbor Investment Advisory
Maryland
$50.9K -$566 -23 -1%
FFA
400
Farther Finance Advisors
California
$50.5K -$25.6K -1,040 -35%