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State Street SPDR Portfolio Aggregate Bond ETF
SPAB

Name Holding Trade Value Shares
Change 		Change in
Stake
W
426
Wealthquest
Ohio
– -$1.5M -60,290 Closed
BHWM
427
Bay Harbor Wealth Management
Maryland
– -$1.08M -43,422 Closed
JP Morgan Chase
428
JP Morgan Chase
New York
– -$791K -31,705 Closed
PFA
429
Professional Financial Advisors
Nebraska
– -$493K -19,777 Closed
HSG
430
Helen Stephens Group
Texas
– -$453K -18,142 Closed
BC
431
Brio Consultants
California
– -$433K -17,829 Closed
EA
432
Eclectic Associates
California
– -$429K -17,178 Closed
AC
433
Applied Capital
Arkansas
– -$416K -16,673 Closed
WPWM
434
Windward Private Wealth Management
Kansas
– -$385K -15,449 Closed
BA
435
Bridge Advisory
California
– -$384K -15,397 Closed
KCM
436
Karp Capital Management
California
– -$338K -13,542 Closed
AWS
437
AJ Wealth Strategies
New York
– -$295K -11,821 Closed
BFA
438
Beacon Financial Advisory
Ohio
– -$243K -9,759 Closed
RWM
439
Rockwood Wealth Management
Pennsylvania
– -$237K -9,497 Closed
AA
440
Alesco Advisors
New York
– -$236K -9,448 Closed
FWA
441
FSM Wealth Advisors
Ohio
– -$234K -9,381 Closed
ML
442
McAdam LLC
Pennsylvania
– -$232K -9,280 Closed
SFP
443
Strategic Financial Planning
Texas
– -$214K -8,557 Closed
SCA
444
Stonebridge Capital Advisors
Minnesota
– -$205K -8,234 Closed
BC
445
Burleson & Co
California
– -$158K -6,331 Closed
HIA
446
Harbor Investment Advisory
Maryland
– -$49K -1,964 Closed
HI
447
Hudock Inc
Pennsylvania
– -$47K -1,893 Closed
TCWA
448
Ten Capital Wealth Advisors
Washington
– -$44K -1,760 Closed
HGERS
449
Householder Group Estate & Retirement Specialist
Arizona
– -$35K -1,433 Closed
SWM
450
Selective Wealth Management
Virginia
– -$25K -1,016 Closed
15 16 17
18
19