We are live on ! Find out more
SPAB icon

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
$78.5K +$20.9K +828 +37%
CIAS
452
Capital Investment Advisory Services
North Carolina
$71.9K – – –
JWA
453
JFS Wealth Advisors
Pennsylvania
$65.4K +$632 +25 +1%
BA
454
Bellwether Advisors
Nebraska
$60.7K – – –
WWM
455
Wolff Wiese Magana
California
$59.6K +$27.8K +1,099 +89%
WOSD
456
WFA of San Diego
California
$53K +$52.3K +2,069 New
KFP
457
Keener Financial Planning
Texas
$52K -$14.2K -563 -22%
DWM
458
Darwin Wealth Management
Florida
$52K -$37.9K -1,500 -43%
DJSG
459
D.J. St. Germain
Massachusetts
$51.9K -$632 -25 -1%
SHF
460
Safe Harbor Fiduciary
Florida
$51.8K +$8.06K +319 +19%
HIA
461
Harbor Investment Advisory
Maryland
$50.9K – – –
WIM
462
Westside Investment Management
California
$47.8K – – –
RFA
463
Reyes Financial Architecture
California
$46.6K – – –
BTI
464
Blue Trust Inc
Georgia
$43.5K +$43K +1,701 New
IWM
465
IMG Wealth Management
Florida
$34.8K – – –
SPIA
466
Steward Partners Investment Advisory
New York
$32.5K +$17.1K +675 +113%
CVM
467
Cheviot Value Management
California
$32.5K – – –
CIA
468
Cape Investment Advisory
Georgia
$30.8K -$6.8K -269 -18%
AWM
469
Ameliora Wealth Management
Switzerland
$30.7K – – –
MCA
470
Midwest Capital Advisors
Michigan
$27.6K -$778K -30,791 -97%
Franklin Resources
471
Franklin Resources
California
$25.6K +$25.3K +1,000 New
AWM
472
Activest Wealth Management
Florida
$23.4K – – –
RF
473
Rossby Financial
Florida
$23.1K -$1.26K -50 -5%
HWM
474
Hemington Wealth Management
Virginia
$22K -$935 -37 -4%
1IA
475
1620 Investment Advisors
Massachusetts
$20.8K – – –