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State Street SPDR Portfolio Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
W
451
WealthCollab
Washington
$95K – – –
RFP
452
Root Financial Partners
California
$94.2K +$94.7K +3,658 New
Bank of Montreal
453
Bank of Montreal
Ontario, Canada
$84K – – –
GIA
454
GHP Investment Advisors
Colorado
$82.4K – – –
NCM
455
Northwest Capital Management
Oregon
$80.3K -$276K -10,662 -77%
CIBC Private Wealth Group
456
CIBC Private Wealth Group
Georgia
$79K – – –
WWM
457
Wolff Wiese Magana
California
$78.3K +$4.01K +155 +5%
ACA
458
Aptus Capital Advisors
Alabama
$76.8K +$1.06K +41 +1%
CIAS
459
Capital Investment Advisory Services
North Carolina
$72.3K – – –
SWM
460
SHP Wealth Management
Massachusetts
$70.3K +$70.7K +2,730 New
DWM
461
Darwin Wealth Management
Florida
$69.2K -$1.01K -39 -1%
JWA
462
JFS Wealth Advisors
Pennsylvania
$67.3K +$880 +34 +1%
SHF
463
Safe Harbor Fiduciary
Florida
$66.5K +$66.8K +2,583 New
FDW
464
Fourth Dimension Wealth
Ohio
$66.2K +$66.5K +2,571 New
BCMIO
465
Beacon Capital Management Inc (Ohio)
Ohio
$55.3K -$181 -7 -0.3%
WOSD
466
WFA of San Diego
California
$53.3K – – –
DJSG
467
D.J. St. Germain
Massachusetts
$52.2K – – –
HIA
468
Harbor Investment Advisory
Maryland
$51.2K – – –
PFG
469
Premier Financial Group
California
$49.9K +$50.1K +1,937 New
GWSG
470
GPS Wealth Strategies Group
Colorado
$48.6K -$1.51M -58,222 -97%
WIM
471
Westside Investment Management
California
$48.1K – – –
PWAM
472
Private Wealth Asset Management
Iowa
$47.7K -$5.8K -224 -11%
IAIM
473
International Assets Investment Management
Florida
$47.1K +$47.3K +1,829 New
RFA
474
Reyes Financial Architecture
California
$46.8K – – –
MCP
475
Miller Capital Partners
Michigan
$46.6K +$46.8K +1,808 New