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State Street SPDR Portfolio Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CA
401
Continuum Advisory
Idaho
$133K -$309 -12 -0.2%
PS
402
Principal Securities
Iowa
$131K +$81.5K +3,163 +173%
BWM
403
Bullock Wealth Management
Indiana
$116K +$1.08K +42 +1%
GFPC
404
Global Financial Private Client
Florida
$103K +$86.9K +3,372 +583%
W
405
WealthCollab
Washington
$96.7K – – –
GWSG
406
GPS Wealth Strategies Group
Colorado
$87.8K -$17.1K -662 -16%
GIA
407
GHP Investment Advisors
Colorado
$83.6K – – –
Bank of Montreal
408
Bank of Montreal
Ontario, Canada
$80.4K -$3.22M -124,900 -98%
CIAS
409
Capital Investment Advisory Services
North Carolina
$78.1K – – –
IHWM
410
Iron Horse Wealth Management
Iowa
$76.3K +$155 +6 +0.2%
OC
411
Oarsman Capital
Wisconsin
$74.6K +$73.5K +2,853 New
WOSD
412
WFA of San Diego
California
$74.5K -$927 -36 -1%
KFI
413
Key Financial Inc
Pennsylvania
$73K -$4.89K -190 -6%
Mercer Global Advisors
414
Mercer Global Advisors
Colorado
$72.3K -$216K -8,384 -10%
CIBC Private Wealth Group
415
CIBC Private Wealth Group
Georgia
$58.5K – – –
DJSG
416
D.J. St. Germain
Massachusetts
$56K – – –
WIM
417
Westside Investment Management
California
$54.1K – – –
JIP
418
Jaffetilchin Investment Partners
Florida
$52.9K +$52.2K +2,025 New
PA
419
PSI Advisors
Florida
$52.3K -$26K -1,010 -34%
HIA
420
Harbor Investment Advisory
Maryland
$51.9K – – –
SHF
421
Safe Harbor Fiduciary
Florida
$46.8K +$46.1K +1,790 New
ACM
422
Anfield Capital Management
California
$38.4K +$37.8K +1,469 New
HWM
423
Hemington Wealth Management
Virginia
$32K +$33.5K +1,299 New
CFGS
424
Concourse Financial Group Securities
Alabama
$31.8K -$14.4K -559 -31%
CIA
425
Cape Investment Advisory
Georgia
$31.6K -$979 -38 -3%