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State Street SPDR Portfolio Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFA
376
Peak Financial Advisors
Colorado
$280K +$39.1K +1,526 +16%
SFP
377
Strategic Financial Planning
Texas
$279K +$2.33K +91 +0.8%
C1AG
378
Client 1st Advisory Group
Florida
$272K
GAM
379
GEM Asset Management
Michigan
$267K +$2.56K +100 +1%
O3W
380
Omni 360 Wealth
New Jersey
$266K +$1.89K +74 +0.7%
TWM
381
Tolleson Wealth Management
Texas
$263K
William Blair & Company
382
William Blair & Company
Illinois
$260K -$793 -31 -0.3%
SSC
383
Syverson Strege & Co
Iowa
$254K
PAG
384
Paladin Advisory Group
Iowa
$247K -$359K -14,036 -59%
AC
385
AIFG Consultants
New York
$245K -$34.5K -1,347 -12%
NA
386
Novus Advisors
South Carolina
$245K -$1.38M -53,844 -85%
FPAS
387
Focus Partners Advisor Solutions
Missouri
$245K -$170K -6,628 -41%
SWIG
388
Strategic Wealth Investment Group
Kentucky
$244K +$241K +9,424 New
MW
389
Maia Wealth
Colorado
$242K -$6.5K -254 -3%
BIG
390
Brookwood Investment Group
Arizona
$241K -$127K -4,961 -35%
WIP
391
WealthCare Investment Partners
Rhode Island
$241K -$33.2K -1,299 -12%
LFG
392
Lockerman Financial Group
California
$240K -$1.03M -40,117 -81%
KAS
393
KPP Advisory Services
Kentucky
$239K +$236K +9,235 New
WC
394
Waterloo Capital
Texas
$236K -$4.48K -175 -2%
ORG
395
Optimist Retirement Group
Washington
$227K +$1.95K +76 +0.9%
OFP
396
OLIO Financial Planning
Virginia
$227K +$10.8K +420 +5%
DADC
397
D.A. Davidson & Co
Montana
$226K -$42K -1,642 -16%
ADL
398
Asset Dedication LLC
California
$222K
FAP
399
Financial Advisory Partners
Florida
$221K -$33.6K -1,312 -13%
DAS
400
Diversify Advisory Services
Utah
$219K +$7.75K +303 +4%