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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
AC
419
AWM Capital
Arizona
-$324K -11,665 Closed
SWP
420
Summit Wealth Partners
Florida
-$314K -11,296 Closed
SCM
421
Stonehearth Capital Management
Massachusetts
-$308K -11,101 Closed
RRCM
422
Rappaport Reiches Capital Management
Illinois
-$264K -9,511 Closed
MIM
423
Moseley Investment Management
Florida
-$256K -9,196 Closed
IWC
424
Integrated Wealth Concepts
Massachusetts
-$246K -8,869 Closed
ODFS
425
O'Donnell Financial Services
California
-$224K -8,053 Closed