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State Street SPDR Portfolio Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFG
426
SageGuard Financial Group
Tennessee
$234K – – –
PGFG
427
Pine Grove Financial Group
Minnesota
$234K +$234K +9,164 New
CFG
428
Cooper Financial Group
California
$233K +$740 +29 +0.3%
ORG
429
Optimist Retirement Group
Washington
$230K +$2.07K +81 +0.9%
AIA
430
AssuredPartners Investment Advisors
Florida
$224K -$48.8K -1,912 -18%
OFP
431
OLIO Financial Planning
Virginia
$224K – – –
GS
432
GWN Securities
Florida
$222K +$222K +8,707 New
Charles Schwab
433
Charles Schwab
California
$221K +$221K +8,669 New
NDBT
434
North Dallas Bank & Trust
Texas
$219K – – –
ADL
435
Asset Dedication LLC
California
$219K – – –
EI
436
Ellevest Inc
New York
$219K +$220K +8,616 New
SCM
437
SCS Capital Management
Massachusetts
$217K – – –
EFG
438
Ehrlich Financial Group
California
$217K – – –
GIA
439
Gladstone Institutional Advisory
Florida
$213K +$153 +6 +0.1%
BWS
440
Buck Wealth Strategies
Colorado
$211K -$82.7K -3,243 -28%
AP
441
Americana Partners
Texas
$210K -$186K -7,302 -47%
APWA
442
Atlas Private Wealth Advisors
New Jersey
$209K +$209K +8,192 New
RIA
443
Realta Investment Advisors
Delaware
$209K -$4.08K -160 -2%
DC
444
Davenport & Co
Virginia
$207K -$44.6K -1,750 -18%
VA
445
VestGen Advisors
Illinois
$206K -$14.7K -576 -7%
FL
446
FreeGulliver LLC
Louisiana
$205K -$306K -11,999 -60%
RFC
447
Regions Financial Corp
Alabama
$204K – – –
MW
448
Maia Wealth
Colorado
$204K -$31.5K -1,234 -13%
SCP
449
Stevens Capital Partners
Nebraska
$202K +$202K +7,913 New
William Blair & Company
450
William Blair & Company
Illinois
$201K +$1.96K +77 +1%