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State Street SPDR Portfolio Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFS
501
Bare Financial Services
Pennsylvania
$21.8K – – –
HHCP
502
Hilton Head Capital Partners
South Carolina
$21.3K – – –
1IA
503
1620 Investment Advisors
Massachusetts
$20.7K – – –
RWPA
504
Richard W. Paul & Associates
Michigan
$18.5K – – –
KCM
505
Key Capital Management
Tennessee
$17.9K – – –
IAIM
506
International Assets Investment Management
Florida
$17.5K +$26 +1 +0.1%
OWP
507
ORG Wealth Partners
Texas
$16.7K – – –
AIA
508
Aventus Investment Advisors
Florida
$16.7K +$179 +7 +1%
VNA
509
Valley National Advisers
Pennsylvania
$16.2K +$179 +7 +1%
PFM
510
Phillips Financial Management
Indiana
$13K +$128 +5 +1%
CPG
511
Cornerstone Planning Group
New Jersey
$12.4K +$2.98K +117 +31%
DWM
512
Dogwood Wealth Management
Kansas
$10K – – –
DWS
513
Dynamic Wealth Strategies
California
$9.57K – – –
SGFG
514
Silver Grove Financial Group
New York
$9.14K – – –
BlackRock
515
BlackRock
New York
$7.91K +$434 +17 +6%
NSIM
516
North Star Investment Management
Illinois
$7.38K +$77 +3 +1%
KFP
517
Kroeger Financial Partners
California
$7.25K +$7.25K +284 New
TPCW
518
TD Private Client Wealth
New York
$7.07K -$75.5K -2,959 -91%
MAFA
519
MJT & Associates Financial Advisory
Minnesota
$6.56K – – –
EWM
520
Evolution Wealth Management
Florida
$6.3K +$6.3K +247 New
AIP
521
Ameritas Investment Partners
Nebraska
$5.49K – – –
CTWM
522
Cherry Tree Wealth Management
Minnesota
$5.36K -$18K -704 -77%
APFP
523
Action Point Financial Planning
Michigan
$4.59K +$4.59K +180 New
TCOT
524
Trust Company of Toledo
Ohio
$4.52K +$4.51K +177 New
Simplex Trading
525
Simplex Trading
Illinois
$4.31K +$4.31K +169 New