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State Street SPDR Portfolio Aggregate Bond ETF
SPAB

Name Holding Trade Value Shares
Change 		Change in
Stake
WT
451
Whittier Trust
California
– -$961K -37,500 Closed
TLFA
452
True Link Financial Advisors
California
– -$916K -35,719 Closed
MWM
453
Meridian Wealth Management
Kentucky
– -$785K -30,604 Closed
SCA
454
Snowden Capital Advisors
New York
– -$760K -29,649 Closed
MLRA
455
Main Line Retirement Advisors
Montana
– -$723K -28,194 Closed
RSA
456
River Street Advisors
Illinois
– -$696K -27,151 Closed
WIA
457
World Investment Advisors
California
– -$490K -19,102 Closed
HA
458
Hofer & Associates
California
– -$482K -18,803 Closed
Pathstone Holdings
459
Pathstone Holdings
New Jersey
– -$476K -18,584 Closed
BSWM
460
Boston Standard Wealth Management
Massachusetts
– -$421K -17,299 Closed
Vanguard Group
461
Vanguard Group
Pennsylvania
– -$436K -17,010 Closed
CW
462
CreativeOne Wealth
Kansas
– -$403K -15,714 Closed
AWMS
463
Advocacy Wealth Management Services
Georgia
– -$391K -15,244 Closed
WPWM
464
Windward Private Wealth Management
Kansas
– -$286K -11,155 Closed
SC
465
Sykon Capital
New York
– -$269K -10,506 Closed
BC
466
Brio Consultants
California
– -$266K -10,390 Closed
FGA
467
Fortis Group Advisors
New Jersey
– -$241K -9,334 Closed
PCIA
468
Prime Capital Investment Advisors
Kansas
– -$202K -7,860 Closed
FMI
469
F/M Investments
District of Columbia
– -$202K -7,504 Closed
FWM
470
Focused Wealth Management
New York
– -$173K -6,743 Closed
BWM
471
BKM Wealth Management
Wisconsin
– -$158K -6,171 Closed
BCMIO
472
Beacon Capital Management Inc (Ohio)
Ohio
– -$115K -4,469 Closed
OSNBOA
473
Old Second National Bank of Aurora
Illinois
– -$85.3K -3,325 Closed
FBC
474
Fairfield, Bush & Co
Connecticut
– -$73.7K -2,875 Closed
OP
475
ORG Partners
Indiana
– -$45.9K -1,791 Closed
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