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State Street SPDR Portfolio Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFA
376
Professional Financial Advisors
Nebraska
$235K -$25.3K -983 -10%
MHR
377
Matthew Hamilton Rosenberg
$232K -$16.5K -642 -7%
CF
378
Centaurus Financial
California
$230K -$2.9M -112,688 -93%
DAS
379
Diversify Advisory Services
Utah
$229K +$231K +8,982 New
ADL
380
Asset Dedication LLC
California
$224K
ORG
381
Optimist Retirement Group
Washington
$222K +$1.8K +70 +0.8%
ACA
382
Aptus Capital Advisors
Alabama
$217K +$7.16K +278 +3%
PFA
383
Peak Financial Advisors
Colorado
$212K -$84.7K -3,287 -29%
NAM
384
NorthCrest Asset Manangement
Minnesota
$212K -$32.6K -1,267 -14%
SG
385
Sharper & Granite
California
$211K +$208K +8,080 New
TAM
386
Tucker Asset Management
Colorado
$210K -$129K -4,994 -38%
SLC
387
Second Line Capital
Louisiana
$207K -$1.75K -68 -0.9%
BWM
388
Brophy Wealth Management
New Hampshire
$206K +$203K +7,892 New
DWM
389
Darwin Wealth Management
Florida
$205K -$10.1K -394 -5%
FFA
390
Founders Financial Alliance
North Carolina
$204K -$6.36K -247 -3%
AFP
391
Alpha Financial Partners
Kentucky
$204K +$201K +7,786 New
EFG
392
Ehrlich Financial Group
California
$204K +$201K +7,786 New
AO
393
Advisor OS
Illinois
$201K -$9.81K -381 -5%
AAP
394
Arax Advisory Partners
Colorado
$197K +$174K +6,736 +825%
JWA
395
JFS Wealth Advisors
Pennsylvania
$196K +$644 +25 +0.3%
PNC Financial Services Group
396
PNC Financial Services Group
Pennsylvania
$193K +$190K +7,387 New
PFBT
397
Parkside Financial Bank & Trust
Missouri
$182K +$180 +7 +0.1%
BHWM
398
Bay Harbor Wealth Management
Maryland
$180K
HGERS
399
Householder Group Estate & Retirement Specialist
Arizona
$176K -$1.8K -70 -1%
CWP
400
Concord Wealth Partners
Virginia
$166K +$1.42K +55 +0.9%