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State Street SPDR Portfolio Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
451
Activest Wealth Management
Florida
$23.7K – – –
RF
452
Rossby Financial
Florida
$23.3K – – –
HWM
453
Hemington Wealth Management
Virginia
$23K – – –
CPG
454
Cornerstone Planning Group
New Jersey
$21.6K +$12.7K +496 New
1IA
455
1620 Investment Advisors
Massachusetts
$21K – – –
MAFA
456
MJT & Associates Financial Advisory
Minnesota
$19.7K -$260K -10,174 -93%
OWP
457
ORG Wealth Partners
Texas
$17K – – –
NECFA
458
New England Capital Financial Advisors
Connecticut
$16.5K +$154 +6 +0.9%
AIA
459
Aventus Investment Advisors
Florida
$16.4K -$256 -10 -2%
VNA
460
Valley National Advisers
Pennsylvania
$15K +$154 +6 +1%
Fifth Third Bancorp
461
Fifth Third Bancorp
Ohio
$13.1K +$13K +508 New
PFM
462
Phillips Financial Management
Indiana
$12.8K +$128 +5 +1%
DWM
463
Dogwood Wealth Management
Kansas
$10.1K – – –
DWS
464
Dynamic Wealth Strategies
California
$9.93K – – –
Qube Research & Technologies (QRT)
465
Qube Research & Technologies (QRT)
United Kingdom
$9.67K – – –
SFC
466
SYM Financial Corp
Indiana
$8.22K +$8.14K +318 New
TPCW
467
TD Private Client Wealth
New York
$7.81K – – –
NSIM
468
North Star Investment Management
Illinois
$7.25K +$77 +3 +1%
BlackRock
469
BlackRock
New York
$7.24K +$282 +11 +4%
AAS
470
Ameritas Advisory Services
Nebraska
$6.77K -$116K -4,551 -95%
CTWM
471
Cherry Tree Wealth Management
Minnesota
$5.01K -$5.94K -232 -54%
OSAM
472
O'Shaughnessy Asset Management
Connecticut
$4.86K +$4.79K +187 +18,700%
AIP
473
Ameritas Investment Partners
Nebraska
$4.76K +$384 +15 +9%
BC
474
Barrett & Company
Rhode Island
$4.06K – – –
AIC
475
Archer Investment Corporation
Indiana
$3.57K – – –