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State Street SPDR Portfolio Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Q1WB
376
Quest 10 Wealth Builders
Virginia
$297K +$303K +11,901 New
AIA
377
AssuredPartners Investment Advisors
Florida
$294K +$299K +11,761 New
USCWA
378
U.S. Capital Wealth Advisors
Texas
$292K
WIP
379
WealthCare Investment Partners
Rhode Island
$289K +$20.3K +799 +7%
O3W
380
Omni 360 Wealth
New Jersey
$287K -$2.29K -90 -0.8%
PFA
381
Peak Financial Advisors
Colorado
$279K +$77.6K +3,052 +38%
WC
382
Waterloo Capital
Texas
$278K -$108K -4,247 -28%
SFP
383
Strategic Financial Planning
Texas
$273K +$2.9K +114 +1%
DADC
384
D.A. Davidson & Co
Montana
$270K +$15.6K +615 +6%
RBFC
385
Roman Butler Fullerton & Co
Missouri
$265K -$17.1K -672 -6%
AO
386
Advisor OS
Illinois
$265K +$73.5K +2,891 +38%
RWM
387
Rialto Wealth Management
New York
$261K +$266K +10,454 New
C1AG
388
Client 1st Advisory Group
Florida
$260K
BWP
389
Balboa Wealth Partners
Arizona
$259K -$441K -17,329 -63%
AAS
390
Ameritas Advisory Services
Nebraska
$257K -$12.3K -484 -4%
MHR
391
Matthew Hamilton Rosenberg
$254K +$32.9K +1,296 +15%
TWM
392
Tolleson Wealth Management
Texas
$254K
MW
393
Maia Wealth
Colorado
$253K -$7.98K -314 -3%
GAM
394
GEM Asset Management
Michigan
$252K +$2.44K +96 +1%
IPA
395
Investment Planning Advisors
Georgia
$251K -$7.58M -298,067 -97%
SWIG
396
Strategic Wealth Investment Group
Kentucky
$250K +$3.36K +132 +1%
CWP
397
Concord Wealth Partners
Virginia
$250K +$92.7K +3,647 +58%
LFG
398
Lockerman Financial Group
California
$248K -$1.4K -55 -0.6%
William Blair & Company
399
William Blair & Company
Illinois
$246K +$14.3K +561 +6%
SSC
400
Syverson Strege & Co
Iowa
$244K +$3.15K +124 +1%