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State Street SPDR Portfolio Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DADC
401
D.A. Davidson & Co
Montana
$251K -$24.1K -955 -9%
SSC
402
Syverson Strege & Co
Iowa
$251K +$1.64K +65 +0.7%
CPW
403
Catalyst Private Wealth
California
$245K +$242K +9,597 New
FAP
404
Financial Advisory Partners
Florida
$244K +$4.92K +195 +2%
AR
405
Apeiron RIA
Texas
$241K
UAG
406
United Advisor Group
Ohio
$240K +$237K +9,412 New
WAN
407
Wealth Advisors Northwest
Oregon
$240K +$4.42K +175 +2%
SWA
408
Sax Wealth Advisors
New Jersey
$235K -$12.7K -503 -5%
CAMV
409
Concord Asset Management (Virginia)
Virginia
$235K +$8.15K +323 +4%
MHR
410
Matthew Hamilton Rosenberg
$232K -$27.5K -1,089 -11%
MW
411
Maia Wealth
Colorado
$228K -$25.1K -994 -10%
RIA
412
Realta Investment Advisors
Delaware
$228K +$85K +3,369 +61%
LWMI
413
Landmark Wealth Management (Illinois)
Illinois
$225K +$222K +8,812 New
ORG
414
Optimist Retirement Group
Washington
$221K +$1.24K +49 +0.6%
ADL
415
Asset Dedication LLC
California
$219K
T
416
Transce3nd
Texas
$219K +$90.1K +3,573 +72%
SAW
417
Signal Advisors Wealth
Michigan
$217K +$215K +8,513 New
VPF
418
Vantage Point Financial
Illinois
$217K -$5.32K -211 -2%
OFP
419
OLIO Financial Planning
Virginia
$213K +$211K +8,357 New
William Blair & Company
420
William Blair & Company
Illinois
$213K -$38.3K -1,517 -15%
EFG
421
Ehrlich Financial Group
California
$211K +$1.61K +64 +0.8%
VBFP
422
Valtinson Bruner Financial Planning
Minnesota
$211K +$208K +8,246 New
DAS
423
Diversify Advisory Services
Utah
$207K +$205K +8,111 New
Fisher Asset Management
424
Fisher Asset Management
Washington
$204K +$202K +7,988 New
FFA
425
Founders Financial Alliance
North Carolina
$203K +$1.29K +51 +0.6%