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State Street SPDR Portfolio Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DWM
426
Diversify Wealth Management
Utah
$252K +$255K +9,878 New
Thrivent Financial for Lutherans
427
Thrivent Financial for Lutherans
Minnesota
$252K +$29.5K +1,143 +13%
WETS
428
Wealth Enhancement Trust Services
South Dakota
$246K -$43.2K -1,675 -15%
PFA
429
Peak Financial Advisors
Colorado
$242K -$188K -7,277 -44%
EAP
430
Elevation Advisory Partners
Florida
$241K +$241K +9,338 New
C1AG
431
Client 1st Advisory Group
Florida
$239K -$30.2K -1,172 -11%
RWM
432
RKL Wealth Management
Pennsylvania
$236K +$1.52K +59 +0.6%
MW
433
Maia Wealth
Colorado
$236K -$3.95K -153 -2%
SFG
434
SageGuard Financial Group
Tennessee
$235K -$7.22K -280 -3%
CFG
435
Cooper Financial Group
California
$234K +$235K +9,118 New
SP
436
Symmetry Partners
Connecticut
$233K +$34.5K +1,339 +17%
SDWIA
437
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$230K -$198K -7,659 -46%
ORG
438
Optimist Retirement Group
Washington
$229K +$1.32K +51 +0.6%
OFP
439
OLIO Financial Planning
Virginia
$225K
SPC
440
Sigma Planning Corp
Michigan
$222K +$223K +8,648 New
NDBT
441
North Dallas Bank & Trust
Texas
$220K
ADL
442
Asset Dedication LLC
California
$220K
VA
443
VestGen Advisors
Illinois
$220K +$223K +8,636 New
SCM
444
SCS Capital Management
Massachusetts
$218K +$220K +8,519 New
EFG
445
Ehrlich Financial Group
California
$218K
IWP
446
Integrity Wealth Partners
California
$214K +$216K +8,358 New
RIA
447
Realta Investment Advisors
Delaware
$213K -$7.28K -282 -3%
GIA
448
Gladstone Institutional Advisory
Florida
$213K -$72.5K -2,810 -25%
ZIM
449
Zacks Investment Management
Illinois
$211K -$1.2M -46,654 -85%
CD
450
Capital Developers
North Carolina
$210K