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State Street SPDR Portfolio Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TFM
426
TFC Financial Management
Massachusetts
$31.2K +$30.8K +1,194 New
WWM
427
Wolff Wiese Magana
California
$30.9K +$3.99K +155 +15%
1IA
428
1620 Investment Advisors
Massachusetts
$30.4K – – –
NP
429
NorthRock Partners
Minnesota
$30.3K – – –
KFP
430
Keener Financial Planning
Texas
$27K -$40.2K -1,560 -60%
AWM
431
Activest Wealth Management
Florida
$23.9K – – –
OWP
432
ORG Wealth Partners
Texas
$21.7K +$21.4K +832 New
PFM
433
Phillips Financial Management
Indiana
$21.2K +$1.88K +73 +10%
SPIA
434
Steward Partners Investment Advisory
New York
$20.7K – – –
TC
435
Truvestments Capital
Florida
$19K +$18.8K +728 New
NECFA
436
New England Capital Financial Advisors
Connecticut
$16.1K +$129 +5 +0.8%
DWS
437
Dynamic Wealth Strategies
California
$16K – – –
VNA
438
Valley National Advisers
Pennsylvania
$15K +$129 +5 +0.9%
Qube Research & Technologies (QRT)
439
Qube Research & Technologies (QRT)
United Kingdom
$13.5K -$2.58K -100 -16%
DWM
440
Dogwood Wealth Management
Kansas
$10.2K +$52 +2 +0.5%
CTWM
441
Cherry Tree Wealth Management
Minnesota
$9.67K +$2.4K +93 +34%
BCMLT
442
Beacon Capital Management LLC (Tennessee)
Tennessee
$9.38K – – –
FHA
443
First Horizon Advisors
Tennessee
$8.1K – – –
TPCW
444
TD Private Client Wealth
New York
$7.74K +$232 +9 +3%
NSIM
445
North Star Investment Management
Illinois
$7.05K +$77 +3 +1%
BlackRock
446
BlackRock
New York
$6.54K +$26 +1 +0.4%
AIP
447
Ameritas Investment Partners
Nebraska
$4.64K +$902 +35 +25%
BC
448
Barrett & Company
Rhode Island
$4.1K – – –
SIS
449
Sound Income Strategies
Florida
$3.27K -$23.7K -920 -88%
CAL
450
Capital Analysts LLC
Pennsylvania
$3K -$12.4K -481 -80%