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State Street SPDR Portfolio Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Private Wealth Group
451
CIBC Private Wealth Group
Georgia
$56.5K
DJSG
452
D.J. St. Germain
Massachusetts
$52.4K -$2.27K -90 -4%
PA
453
PSI Advisors
Florida
$51.1K
HIA
454
Harbor Investment Advisory
Maryland
$50.7K
WIM
455
Westside Investment Management
California
$47.7K -$5.05K -200 -10%
RFA
456
Reyes Financial Architecture
California
$46.5K
SHF
457
Safe Harbor Fiduciary
Florida
$43.5K -$1.72K -68 -4%
SWM
458
Spire Wealth Management
Virginia
$40.4K +$39.9K +1,582 New
SIM
459
Synergy Investment Management
Florida
$39.1K
CIA
460
Cape Investment Advisory
Georgia
$37.6K +$278 +11 +0.8%
IWM
461
IMG Wealth Management
Florida
$34.7K -$10.4K -411 -23%
NP
462
NorthRock Partners
Minnesota
$34.6K
CVM
463
Cheviot Value Management
California
$32.1K +$32.1K +1,273 New
WWM
464
Wolff Wiese Magana
California
$31.4K +$404 +16 +1%
AWM
465
Ameliora Wealth Management
Switzerland
$30.6K
RF
466
Rossby Financial
Florida
$24.2K +$24K +951 New
AWM
467
Activest Wealth Management
Florida
$23.4K
HWM
468
Hemington Wealth Management
Virginia
$23K -$8.98K -356 -28%
AWM
469
Angeles Wealth Management
California
$22.7K +$22.4K +888 New
PWAM
470
Private Wealth Asset Management
Iowa
$21.2K +$21K +832 New
1IA
471
1620 Investment Advisors
Massachusetts
$20.8K
NMG
472
New Millennium Group
Utah
$19.8K +$19.6K +775 New
OWP
473
ORG Wealth Partners
Texas
$16.7K
NECFA
474
New England Capital Financial Advisors
Connecticut
$16K +$101 +4 +0.6%
CCM
475
Coldstream Capital Management
Washington
$15.3K +$15.1K +598 New