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State Street SPDR Portfolio Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Neuberger Berman Group
376
Neuberger Berman Group
New York
$335K
IPA
377
Investment Planning Advisors
Georgia
$333K +$29.4K +1,136 +10%
BL
378
Balentine LLC
Georgia
$332K -$141K -5,429 -30%
SAW
379
Signal Advisors Wealth
Michigan
$326K -$74K -2,860 -18%
IAA
380
Independent Advisor Alliance
North Carolina
$326K +$327K +12,654 New
FIA
381
Foundations Investment Advisors
Arizona
$321K -$21.5K -832 -6%
IA
382
Insight Advisors
Pennsylvania
$321K +$7.71K +298 +2%
DADC
383
D.A. Davidson & Co
Montana
$314K +$89.6K +3,461 +40%
AG
384
Ascent Group
Virginia
$313K +$315K +12,162 New
DC
385
Davenport & Co
Virginia
$307K -$52.7K -2,038 -15%
HH
386
Hilltop Holdings
Texas
$306K -$26.3K -1,016 -8%
VBFP
387
Valtinson Bruner Financial Planning
Minnesota
$303K +$304K +11,765 New
PIA
388
Perennial Investment Advisors
California
$302K -$40.2K -1,555 -12%
USCWA
389
U.S. Capital Wealth Advisors
Texas
$301K
EAM
390
Empirical Asset Management
Massachusetts
$299K -$15.5K -599 -5%
Q1WB
391
Quest 10 Wealth Builders
Virginia
$297K -$1.03K -40 -0.3%
O3W
392
Omni 360 Wealth
New Jersey
$292K +$25.4K +983 +10%
WETS
393
Wealth Enhancement Trust Services
South Dakota
$291K +$292K +11,288 New
RIS
394
Richmond Investment Services
Wisconsin
$290K +$292K +11,266 New
GIA
395
Gladstone Institutional Advisory
Florida
$287K -$100K -3,878 -26%
BWS
396
Buck Wealth Strategies
Colorado
$286K -$51.4K -1,988 -15%
CWM
397
Collaborative Wealth Management
Florida
$284K -$109K -4,213 -28%
1832 Asset Management
398
1832 Asset Management
Ontario, Canada
$284K +$285K +11,030 New
RBFC
399
Roman Butler Fullerton & Co
Missouri
$282K +$2.85K +110 +1%
SFP
400
Strategic Financial Planning
Texas
$281K +$3.18K +123 +1%