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State Street SPDR Portfolio Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KFP
451
Keener Financial Planning
Texas
$65K +$39.7K +1,560 +148%
CIBC Private Wealth Group
452
CIBC Private Wealth Group
Georgia
$55.7K – – –
DJSG
453
D.J. St. Germain
Massachusetts
$53.6K – – –
WIM
454
Westside Investment Management
California
$51.7K – – –
WTFG
455
Wood Tarver Financial Group
Idaho
$50K +$50.9K +2,002 New
PA
456
PSI Advisors
Florida
$50K – – –
HIA
457
Harbor Investment Advisory
Maryland
$49.7K – – –
RFA
458
Reyes Financial Architecture
California
$45.5K +$46.2K +1,819 New
SHF
459
Safe Harbor Fiduciary
Florida
$44.3K -$432 -17 -0.9%
IWM
460
IMG Wealth Management
Florida
$44.2K +$45K +1,770 New
SIM
461
Synergy Investment Management
Florida
$38.3K +$38.9K +1,531 New
HNB
462
Huntington National Bank
Ohio
$37.7K – – –
FWM
463
FLP Wealth Management
Arkansas
$36.9K +$37.6K +1,478 New
CIA
464
Cape Investment Advisory
Georgia
$36.5K +$6.43K +253 +21%
NP
465
NorthRock Partners
Minnesota
$33.9K +$4.93K +194 +17%
HWM
466
Hemington Wealth Management
Virginia
$32K -$280 -11 -0.8%
CFGS
467
Concourse Financial Group Securities
Alabama
$30.5K – – –
WWM
468
Wolff Wiese Magana
California
$30.3K +$839 +33 +3%
AWM
469
Ameliora Wealth Management
Switzerland
$30K +$30.5K +1,200 New
AWM
470
Activest Wealth Management
Florida
$22.9K – – –
VHAM
471
Van Hulzen Asset Management
California
$21.9K +$22.3K +877 New
PFM
472
Phillips Financial Management
Indiana
$20.4K +$178 +7 +0.9%
1IA
473
1620 Investment Advisors
Massachusetts
$20.3K -$8.9K -350 -30%
OWP
474
ORG Wealth Partners
Texas
$16.4K -$4.47K -176 -21%
NECFA
475
New England Capital Financial Advisors
Connecticut
$15.6K +$203 +8 +1%