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State Street SPDR Portfolio Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VBFP
401
Valtinson Bruner Financial Planning
Minnesota
– -$7.41M -274,514 Closed
BOC
402
Bull Oak Capital
California
– -$6.63M -238,642 Closed
BWFA
403
Baltimore-Washington Financial Advisors
Maryland
– -$6.04M -203,704 Closed
PWP
404
Personal Wealth Partners
Minnesota
– -$4.76M -171,453 Closed
CG
405
Colony Group
Massachusetts
– -$4.33M -155,807 Closed
RWM
406
Ritholtz Wealth Management
New York
– -$3.37M -121,282 Closed
LMGAM
407
Liberty Mutual Group Asset Management
Massachusetts
– -$2.15M -77,200 Closed
SCP
408
Syntal Capital Partners
Texas
– -$2.05M -73,668 Closed
PAG
409
Paladin Advisory Group
Iowa
– -$1.73M -64,934 Closed
SWM
410
Scissortail Wealth Management
Oklahoma
– -$1.22M -46,003 Closed
HF
411
HRT Financial
New York
– -$1.14M -40,965 Closed
Brown Advisory
412
Brown Advisory
Maryland
– -$1.11M -40,000 Closed
SWA
413
Stratos Wealth Advisors
Ohio
– -$1.06M -38,005 Closed
AO
414
Advisor OS
Illinois
– -$1.01M -36,454 Closed
AWM
415
Apollon Wealth Management
South Carolina
– -$985K -35,457 Closed
BFG
416
Buttonwood Financial Group
Missouri
– -$697K -25,013 Closed
AP
417
Advisors Preferred
Maryland
– -$421K -15,218 Closed
SEA
418
Stegent Equity Advisors
Texas
– -$373K -13,416 Closed
WFA
419
Woodward Financial Advisors
North Carolina
– -$332K -11,941 Closed
AC
420
AWM Capital
Arizona
– -$324K -11,665 Closed
SWP
421
Summit Wealth Partners
Florida
– -$314K -11,296 Closed
SCM
422
Stonehearth Capital Management
Massachusetts
– -$308K -11,101 Closed
RRCM
423
Rappaport Reiches Capital Management
Illinois
– -$264K -9,511 Closed
MIM
424
Moseley Investment Management
Florida
– -$256K -9,196 Closed
IWC
425
Integrated Wealth Concepts
Massachusetts
– -$246K -8,869 Closed