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State Street SPDR Portfolio Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CA
376
Continuum Advisory
Idaho
$132K -$351K -13,866 -72%
CP
377
Castleview Partners
Texas
$110K -$49.7K -1,964 -31%
BWM
378
Bullock Wealth Management
Indiana
$109K +$110K +4,347 New
KFP
379
Keener Financial Planning
Texas
$106K – – –
Fidelity Investments
380
Fidelity Investments
Massachusetts
$103K +$83.5K +3,303 +433%
W
381
WealthCollab
Washington
$93.6K – – –
Mercer Global Advisors
382
Mercer Global Advisors
Colorado
$87K +$1.42M +56,200 +185%
SPIA
383
Steward Partners Investment Advisory
New York
$85.3K +$75.5K +2,988 +772%
GIA
384
GHP Investment Advisors
Colorado
$80.9K +$80.9K +3,200 New
PA
385
PSI Advisors
Florida
$76.1K +$25.5K +1,010 +51%
CIAS
386
Capital Investment Advisory Services
North Carolina
$75.6K – – –
KFI
387
Key Financial Inc
Pennsylvania
$75.4K – – –
IHWM
388
Iron Horse Wealth Management
Iowa
$73.4K +$2K +79 +3%
TRCT
389
Tower Research Capital (TRC)
New York
$72K +$72K +2,849 New
WIA
390
Wetzel Investment Advisors
Indiana
$67.2K – – –
JWA
391
JFS Wealth Advisors
Pennsylvania
$65.9K +$404 +16 +0.6%
SIS
392
Sound Income Strategies
Florida
$61.9K -$18.2K -721 -23%
Bank of Montreal
393
Bank of Montreal
Ontario, Canada
$58K -$126K -4,980 -69%
DJSG
394
D.J. St. Germain
Massachusetts
$57.2K – – –
WIM
395
Westside Investment Management
California
$52.3K – – –
HIA
396
Harbor Investment Advisory
Maryland
$50.2K – – –
RWPA
397
Richard W. Paul & Associates
Michigan
$48.3K -$86.4K -3,419 -64%
PNC Financial Services Group
398
PNC Financial Services Group
Pennsylvania
$47.8K +$6.88K +272 +17%
PS
399
Principal Securities
Iowa
$44.1K – – –
FFA
400
Farther Finance Advisors
California
$40.2K -$9.23K -365 -19%