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State Street SPDR Portfolio Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CIA
401
Cape Investment Advisory
Georgia
$2.97K +$2.94K +115 New
BSB
402
Bangor Savings Bank
Maine
$2.86K
Fidelity Investments
403
Fidelity Investments
Massachusetts
$2.81K -$2.28K -89 -45%
PA
404
PSI Advisors
Florida
$2.55K +$2.53K +99 New
JP Morgan Chase
405
JP Morgan Chase
New York
$2K +$1.84K +72 New
AWM
406
Avior Wealth Management
Nebraska
$1.65K -$1.51K -59 -48%
RCM
407
Rain Capital Management
Oregon
$1.38K +$26 +1 +2%
Franklin Resources
408
Franklin Resources
California
$1.14K +$1.13K +44 New
AWM
409
Abound Wealth Management
Tennessee
$1.11K +$1.1K +43 New
TFA
410
Transamerica Financial Advisors
Florida
$1K -$33.7K -1,318 -98%
AWM
411
Aspire Wealth Management
Massachusetts
$799 -$384 -15 -33%
HCP
412
Hexagon Capital Partners
Arkansas
$464 +$460 +18 New
BNP Paribas Financial Markets
413
BNP Paribas Financial Markets
France
$26 -$475K -18,557 -100%
RA
414
Rational Advisors
New York
-$121M -4,796,257 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
415
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$32.7M -1,300,000 Closed
KMWM
416
Keudell/Morrison Wealth Management
Oregon
-$28.3M -1,126,911 Closed
Toronto Dominion Bank
417
Toronto Dominion Bank
Ontario, Canada
-$21.3M -850,000 Closed
WIM
418
WealthPlan Investment Management
Nebraska
-$13.5M -530,245 Closed
BOC
419
Bull Oak Capital
California
-$11.4M -444,647 Closed
PFA
420
Peak Financial Advisors
Colorado
-$7.89M -314,100 Closed
LFPWM
421
Leicht Financial Planning & Wealth Management
New Jersey
-$4.77M -189,663 Closed
PPP
422
Private Portfolio Partners
New Jersey
-$4.66M -185,245 Closed
MPW
423
MGO Private Wealth
California
-$2.85M -113,563 Closed
FFG
424
Ford Financial Group
California
-$2.49M -99,222 Closed
ICMP
425
Integrated Capital Management (Pennsylvania)
Pennsylvania
-$2.43M -96,709 Closed