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State Street SPDR Portfolio Aggregate Bond ETF
SPAB

Name Holding Trade Value Shares
Change 		Change in
Stake
VH
376
Visionary Horizons
Tennessee
$320K +$316K +12,535 New
BWP
377
Balboa Wealth Partners
Arizona
$318K +$52.8K +2,092 +20%
RWPA
378
Richard W. Paul & Associates
Michigan
$309K – – –
DA
379
Detalus Advisors
Missouri
$303K -$34.6K -1,370 -10%
KLI
380
Kelman-Lazarov Inc
Tennessee
$302K +$298K +11,827 New
AIA
381
AssuredPartners Investment Advisors
Florida
$299K -$1.54K -61 -0.5%
USCWA
382
U.S. Capital Wealth Advisors
Texas
$298K – – –
KWA
383
Kingswood Wealth Advisors
California
$293K -$48.4K -1,917 -14%
Q1WB
384
Quest 10 Wealth Builders
Virginia
$290K -$14.5K -573 -5%
MAFA
385
MJT & Associates Financial Advisory
Minnesota
$289K +$285K +11,306 New
MWM
386
Modern Wealth Management
Kansas
$285K -$199K -7,880 -41%
WC
387
Waterloo Capital
Texas
$281K -$2.52K -100 -0.9%
CW
388
CreativeOne Wealth
Kansas
$281K +$277K +10,990 New
SFP
389
Strategic Financial Planning
Texas
$281K +$1.46K +58 +0.5%
WIP
390
WealthCare Investment Partners
Rhode Island
$270K -$20.1K -798 -7%
RWM
391
Rialto Wealth Management
New York
$270K +$2.88K +114 +1%
RBFC
392
Roman Butler Fullerton & Co
Missouri
$269K +$2.65K +105 +1%
C1AG
393
Client 1st Advisory Group
Florida
$267K +$1.24K +49 +0.5%
AAP
394
Arax Advisory Partners
Colorado
$264K +$70.3K +2,788 +37%
HH
395
Hilltop Holdings
Texas
$264K +$31.2K +1,237 +14%
TWM
396
Tolleson Wealth Management
Texas
$260K – – –
GAM
397
GEM Asset Management
Michigan
$260K +$2.47K +98 +1%
O3W
398
Omni 360 Wealth
New Jersey
$259K -$34K -1,349 -12%
CWP
399
Concord Wealth Partners
Virginia
$255K -$328 -13 -0.1%
LFS
400
Lutz Financial Services
Nebraska
$252K +$249K +9,878 New
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