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State Street SPDR Portfolio Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TVM
401
True Vision MN
Minnesota
$316K +$318K +12,337 New
KWA
402
Kingswood Wealth Advisors
California
$313K -$44.6K -1,729 -12%
5NPW
403
55 North Private Wealth
Florida
$305K +$307K +11,910 New
FPAS
404
Focus Partners Advisor Solutions
Missouri
$305K +$307K +11,887 New
USCWA
405
U.S. Capital Wealth Advisors
Texas
$299K
BWS
406
Buck Wealth Strategies
Colorado
$295K +$10.1K +393 +4%
DADC
407
D.A. Davidson & Co
Montana
$290K -$23.2K -898 -7%
FIA
408
Foundations Investment Advisors
Arizona
$286K -$34.3K -1,330 -11%
RBFC
409
Roman Butler Fullerton & Co
Missouri
$283K +$2.79K +108 +1%
CWM
410
Collaborative Wealth Management
Florida
$280K -$2.84K -110 -1%
AA
411
ACT Advisors
North Carolina
$276K -$8.26M -320,003 -97%
AIA
412
AssuredPartners Investment Advisors
Florida
$273K +$276K +10,704 New
Fidelity Investments
413
Fidelity Investments
Massachusetts
$273K +$69.7K +2,701 +34%
PIA
414
Perennial Investment Advisors
California
$272K -$28.2K -1,093 -9%
AAP
415
Arax Advisory Partners
Colorado
$270K +$155 +6 +0.1%
MFN
416
Midwest Financial Network
Illinois
$269K -$209K -8,119 -44%
SAI
417
Savvy Advisors Inc
New York
$262K -$1.78K -69 -0.7%
SA
418
Sovran Advisors
California
$261K -$140K -5,409 -35%
BIG
419
Brookwood Investment Group
Arizona
$261K +$12.3K +477 +5%
TWM
420
Tolleson Wealth Management
Texas
$261K
T
421
Tidemark
California
$261K +$6.73K +261 +3%
HWA
422
Heartwood Wealth Advisors
Virginia
$258K
PHWM
423
Palatine Hill Wealth Management
Michigan
$255K +$8.38K +325 +3%
WIP
424
WealthCare Investment Partners
Rhode Island
$255K +$10.3K +401 +4%
DC
425
Davenport & Co
Virginia
$253K -$53.6K -2,079 -17%