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State Street SPDR Portfolio Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFP
401
Strategic Financial Planning
Texas
$281K +$3.18K +123 +1%
AAP
402
Arax Advisory Partners
Colorado
$271K +$272K +10,513 New
C1AG
403
Client 1st Advisory Group
Florida
$270K -$983 -38 -0.4%
SAI
404
Savvy Advisors Inc
New York
$266K +$267K +10,312 New
TWM
405
Tolleson Wealth Management
Texas
$262K – – –
William Blair & Company
406
William Blair & Company
Illinois
$262K +$2.56K +99 +1%
HWA
407
Heartwood Wealth Advisors
Virginia
$259K -$120K -4,640 -32%
Mercer Global Advisors
408
Mercer Global Advisors
Colorado
$257K +$47.9K +1,849 +23%
T
409
Tidemark
California
$255K -$65.2K -2,518 -20%
BIG
410
Brookwood Investment Group
Arizona
$250K +$10.1K +389 +4%
PHWM
411
Palatine Hill Wealth Management
Michigan
$248K +$249K +9,619 New
PAG
412
Paladin Advisory Group
Iowa
$246K +$78 +3 +0%
WIP
413
WealthCare Investment Partners
Rhode Island
$246K +$5.88K +227 +2%
MW
414
Maia Wealth
Colorado
$243K +$181 +7 +0.1%
SFG
415
SageGuard Financial Group
Tennessee
$243K +$245K +9,452 New
SWIG
416
Strategic Wealth Investment Group
Kentucky
$242K -$647 -25 -0.3%
RWM
417
RKL Wealth Management
Pennsylvania
$236K +$237K +9,170 New
EA
418
Eclectic Associates
California
$233K +$234K +9,045 New
BWP
419
Balboa Wealth Partners
Arizona
$230K +$232K +8,949 New
ORG
420
Optimist Retirement Group
Washington
$229K +$2.69K +104 +1%
OFP
421
OLIO Financial Planning
Virginia
$226K – – –
WC
422
Waterloo Capital
Texas
$225K -$9.73K -376 -4%
Thrivent Financial for Lutherans
423
Thrivent Financial for Lutherans
Minnesota
$224K +$225K +8,702 New
FAP
424
Financial Advisory Partners
Florida
$224K +$3.49K +135 +2%
RIA
425
Realta Investment Advisors
Delaware
$222K +$8.64K +334 +4%