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State Street SPDR Portfolio Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FIM
401
FWL Investment Management
Texas
$1.7K +$1.74K +70 New
RCM
402
Rain Capital Management
Oregon
$1.33K +$25 +1 +2%
TFA
403
Transamerica Financial Advisors
Florida
$1K – – –
VF
404
VitalStone Financial
Texas
$1K – – –
NC
405
NewSquare Capital
Pennsylvania
$706 +$723 +29 New
EWM
406
EPG Wealth Management
Georgia
$633 -$673 -27 -51%
AWM
407
Avior Wealth Management
Nebraska
$365 – – –
JFG
408
Jefferies Financial Group
New York
– -$37.6M -1,482,135 Closed
Susquehanna International Group
409
Susquehanna International Group
Pennsylvania
– -$32.9M -1,297,445 Closed
PL
410
Protective Life
Alabama
– -$3.81M -150,000 Closed
VAS
411
Vestmark Advisory Solutions
Massachusetts
– -$1.97M -77,642 Closed
EFS
412
Econ Financial Services
Pennsylvania
– -$1.45M -57,072 Closed
BFM
413
Boothbay Fund Management
New York
– -$1.27M -50,000 Closed
SS
414
Simplicity Solutions
Minnesota
– -$1.27M -49,977 Closed
CCM
415
Crabel Capital Management
California
– -$1.25M -49,475 Closed
AWM
416
Apollon Wealth Management
South Carolina
– -$1.2M -47,196 Closed
RCIM
417
Red Cedar Investment Management
Michigan
– -$925K -36,471 Closed
BFA
418
Beaumont Financial Advisors
Massachusetts
– -$784K -30,407 Closed
CAM
419
Clark Asset Management
New Hampshire
– -$646K -25,461 Closed
AT
420
American Trust
Kentucky
– -$481K -18,746 Closed
SI
421
Stephens Inc
Arkansas
– -$428K -16,881 Closed
TAIM
422
TD Ameritrade Investment Management
Nebraska
– -$414K -16,309 Closed
PFM
423
Peak Financial Management
Massachusetts
– -$402K -15,859 Closed
ISWM
424
Independent Solutions Wealth Management
New York
– -$293K -11,537 Closed
BAM
425
Belpointe Asset Management
Nevada
– -$286K -11,285 Closed