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
AIA
426
AssuredPartners Investment Advisors
Florida
$224K -$48.8K -1,912 -18%
OFP
427
OLIO Financial Planning
Virginia
$224K
GS
428
GWN Securities
Florida
$222K +$222K +8,707 New
Charles Schwab
429
Charles Schwab
California
$221K +$221K +8,669 New
NDBT
430
North Dallas Bank & Trust
Texas
$219K
ADL
431
Asset Dedication LLC
California
$219K
EI
432
Ellevest Inc
New York
$219K +$220K +8,616 New
SCM
433
SCS Capital Management
Massachusetts
$217K
EFG
434
Ehrlich Financial Group
California
$217K
GIA
435
Gladstone Institutional Advisory
Florida
$213K +$153 +6 +0.1%
BWS
436
Buck Wealth Strategies
Colorado
$211K -$82.7K -3,243 -28%
AP
437
Americana Partners
Texas
$210K -$186K -7,302 -47%
APWA
438
Atlas Private Wealth Advisors
New Jersey
$209K +$209K +8,192 New
RIA
439
Realta Investment Advisors
Delaware
$209K -$4.08K -160 -2%
DC
440
Davenport & Co
Virginia
$207K -$44.6K -1,750 -18%
VA
441
VestGen Advisors
Illinois
$206K -$14.7K -576 -7%
FL
442
FreeGulliver LLC
Louisiana
$205K -$306K -11,999 -60%
RFC
443
Regions Financial Corp
Alabama
$204K
MW
444
Maia Wealth
Colorado
$204K -$31.5K -1,234 -13%
SCP
445
Stevens Capital Partners
Nebraska
$202K +$202K +7,913 New
William Blair & Company
446
William Blair & Company
Illinois
$201K +$1.96K +77 +1%
AAS
447
Ameritas Advisory Services
Nebraska
$200K +$200K +7,848 New
PAG
448
Paladin Advisory Group
Iowa
$181K
SS
449
SBI Securities
Japan
$175K -$1.96K -77 -1%
AA
450
Ancora Advisors
Ohio
$174K +$1.76K +69 +1%