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State Street SPDR Portfolio Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PPWM
376
PFG Private Wealth Management
Florida
$382K -$75.5K -2,926 -16%
CW
377
CreativeOne Wealth
Kansas
$382K +$182K +7,061 +90%
Financial Engines Advisors
378
Financial Engines Advisors
California
$380K -$877 -34 -0.2%
CWP
379
Concord Wealth Partners
Virginia
$377K +$41.8K +1,622 +12%
IA
380
Integrity Alliance
Iowa
$374K – – –
RIS
381
Richmond Investment Services
Wisconsin
$374K +$86.2K +3,341 +30%
CAMV
382
Concord Asset Management (Virginia)
Virginia
$372K +$37.5K +1,455 +11%
MWA
383
Medallion Wealth Advisors
Connecticut
$367K -$162K -6,265 -30%
P
384
&Partners
Tennessee
$365K -$36.5K -1,413 -9%
CPA
385
Capital Planning Advisors
California
$365K – – –
OAS
386
Optivise Advisory Services
Tennessee
$361K -$10.8K -419 -3%
AWP
387
Accretive Wealth Partners
New Jersey
$357K +$360K +13,943 New
KA
388
Kure Advisory
Minnesota
$350K -$774 -30 -0.2%
AOWM
389
Asset One Wealth Management
Washington
$342K -$27.1K -1,050 -7%
BWP
390
Balboa Wealth Partners
Arizona
$340K +$111K +4,316 +48%
OFA
391
Orographic Financial Advisors
Colorado
$339K +$342K +13,252 New
FAP
392
Financial Advisory Partners
Florida
$339K +$117K +4,530 +52%
BL
393
Balentine LLC
Georgia
$339K +$7.92K +307 +2%
TPF
394
Tribridge Partners Financial
Maryland
$337K -$6.58K -255 -2%
Q1WB
395
Quest 10 Wealth Builders
Virginia
$335K +$40.4K +1,565 +14%
1832 Asset Management
396
1832 Asset Management
Ontario, Canada
$332K +$49.8K +1,931 +18%
PFA
397
Professional Financial Advisors
Nebraska
$330K +$122K +4,731 +58%
EAM
398
Empirical Asset Management
Massachusetts
$328K +$30.2K +1,171 +10%
VBFP
399
Valtinson Bruner Financial Planning
Minnesota
$326K +$25.1K +973 +8%
FFA
400
Fortune Financial Advisors
Kansas
$323K +$326K +12,627 New