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State Street SPDR Portfolio Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WIA
401
Wetzel Investment Advisors
Indiana
$69K – – –
KFP
402
Keener Financial Planning
Texas
$65K -$39K -1,566 -37%
CIBC Private Wealth Group
403
CIBC Private Wealth Group
Georgia
$56.4K +$55.8K +2,239 New
DJSG
404
D.J. St. Germain
Massachusetts
$53.8K -$2.99K -120 -5%
WIM
405
Westside Investment Management
California
$51.9K – – –
HIA
406
Harbor Investment Advisory
Maryland
$49.9K – – –
FFA
407
Farther Finance Advisors
California
$48K +$8.05K +323 +20%
RWPA
408
Richard W. Paul & Associates
Michigan
$47.9K -$50 -2 -0.1%
PS
409
Principal Securities
Iowa
$46K +$2.22K +89 +5%
CFGS
410
Concourse Financial Group Securities
Alabama
$44.6K +$7.65K +307 +21%
IAIM
411
International Assets Investment Management
Florida
$38.2K +$37.9K +1,522 New
ATS
412
Ashton Thomas Securities
New York
$32.5K +$32.1K +1,289 New
CIA
413
Cape Investment Advisory
Georgia
$31.3K +$6.88K +276 +28%
1IA
414
1620 Investment Advisors
Massachusetts
$29.2K +$29K +1,163 New
NP
415
NorthRock Partners
Minnesota
$29.1K – – –
SIS
416
Sound Income Strategies
Florida
$26.2K -$34.9K -1,402 -57%
WWM
417
Wolff Wiese Magana
California
$25.7K +$4.21K +169 +20%
OP
418
ORG Partners
Indiana
$24K +$24.1K +965 New
AWM
419
Activest Wealth Management
Florida
$23K – – –
AAP
420
Arax Advisory Partners
Colorado
$20.5K +$1.67K +67 +9%
SPIA
421
Steward Partners Investment Advisory
New York
$19.9K -$64.4K -2,583 -77%
PFM
422
Phillips Financial Management
Indiana
$18.5K +$6.78K +272 +58%
Qube Research & Technologies (QRT)
423
Qube Research & Technologies (QRT)
United Kingdom
$15.4K -$272K -10,901 -95%
NECFA
424
New England Capital Financial Advisors
Connecticut
$15.3K +$100 +4 +0.7%
CAL
425
Capital Analysts LLC
Pennsylvania
$15K -$5.13K -206 -26%