We are live on ! Find out more
SPAB icon

State Street SPDR Portfolio Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IPA
401
Investment Planning Advisors
Georgia
$319K -$12K -466 -4%
IA
402
Insight Advisors
Pennsylvania
$318K -$980 -38 -0.3%
TVM
403
True Vision MN
Minnesota
$316K +$318K +12,337 New
KWA
404
Kingswood Wealth Advisors
California
$313K -$44.6K -1,729 -12%
5NPW
405
55 North Private Wealth
Florida
$305K +$307K +11,910 New
FPAS
406
Focus Partners Advisor Solutions
Missouri
$305K +$307K +11,887 New
USCWA
407
U.S. Capital Wealth Advisors
Texas
$299K – – –
BWS
408
Buck Wealth Strategies
Colorado
$295K +$10.1K +393 +4%
DADC
409
D.A. Davidson & Co
Montana
$290K -$23.2K -898 -7%
FIA
410
Foundations Investment Advisors
Arizona
$286K -$34.3K -1,330 -11%
RBFC
411
Roman Butler Fullerton & Co
Missouri
$283K +$2.79K +108 +1%
CWM
412
Collaborative Wealth Management
Florida
$280K -$2.84K -110 -1%
AA
413
ACT Advisors
North Carolina
$276K -$8.26M -320,003 -97%
AIA
414
AssuredPartners Investment Advisors
Florida
$273K +$276K +10,704 New
Fidelity Investments
415
Fidelity Investments
Massachusetts
$273K +$69.7K +2,701 +34%
PIA
416
Perennial Investment Advisors
California
$272K -$28.2K -1,093 -9%
AAP
417
Arax Advisory Partners
Colorado
$270K +$155 +6 +0.1%
MFN
418
Midwest Financial Network
Illinois
$269K -$209K -8,119 -44%
SAI
419
Savvy Advisors Inc
New York
$262K -$1.78K -69 -0.7%
SA
420
Sovran Advisors
California
$261K -$140K -5,409 -35%
BIG
421
Brookwood Investment Group
Arizona
$261K +$12.3K +477 +5%
TWM
422
Tolleson Wealth Management
Texas
$261K – – –
T
423
Tidemark
California
$261K +$6.73K +261 +3%
HWA
424
Heartwood Wealth Advisors
Virginia
$258K – – –
PHWM
425
Palatine Hill Wealth Management
Michigan
$255K +$8.38K +325 +3%