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State Street SPDR Portfolio Aggregate Bond ETF
SPAB

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
401
Collaborative Wealth Management
Florida
$285K +$6.38K +250 +2%
SFP
402
Strategic Financial Planning
Texas
$283K +$283K +11,084 New
QC
403
Quadrature Capital
United Kingdom
$281K +$281K +11,022 New
RBFC
404
Roman Butler Fullerton & Co
Missouri
$281K +$2.91K +114 +1%
NA
405
Novus Advisors
South Carolina
$280K -$263K -10,324 -48%
IA
406
Insight Advisors
Pennsylvania
$277K -$40.3K -1,581 -13%
FIA
407
Foundations Investment Advisors
Arizona
$275K -$9.74K -382 -3%
PIA
408
Perennial Investment Advisors
California
$273K +$2.22K +87 +0.8%
PHWM
409
Palatine Hill Wealth Management
Michigan
$271K +$16.9K +661 +7%
MWA
410
Medallion Wealth Advisors
Connecticut
$270K -$95.7K -3,750 -26%
FFA
411
Founders Financial Alliance
North Carolina
$267K +$62.9K +2,467 +31%
AWA
412
Acorn Wealth Advisors
Michigan
$261K +$260K +10,211 New
T
413
Tidemark
California
$260K +$204 +8 +0.1%
TWM
414
Tolleson Wealth Management
Texas
$260K – – –
BFG
415
Bleakley Financial Group
New Jersey
$258K -$149K -5,846 -37%
HWA
416
Heartwood Wealth Advisors
Virginia
$256K -$587 -23 -0.2%
WETS
417
Wealth Enhancement Trust Services
South Dakota
$245K – – –
RWM
418
RKL Wealth Management
Pennsylvania
$244K +$8.85K +347 +4%
WIP
419
WealthCare Investment Partners
Rhode Island
$242K -$12.3K -481 -5%
BIG
420
Brookwood Investment Group
Arizona
$241K -$19K -744 -7%
ZIM
421
Zacks Investment Management
Illinois
$238K +$27.8K +1,090 +13%
SA
422
Sovran Advisors
California
$238K -$20.5K -803 -8%
SFG
423
SageGuard Financial Group
Tennessee
$234K – – –
CFG
424
Cooper Financial Group
California
$233K +$740 +29 +0.3%
ORG
425
Optimist Retirement Group
Washington
$230K +$2.07K +81 +0.9%
15 16
17
18 19