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State Street SPDR Portfolio Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAWM
501
Capital A Wealth Management
Pennsylvania
$1.35K -$3.31K -131 -71%
PW
502
Pandora Wealth
Illinois
$1.28K +$1.26K +50 New
AIC
503
Archer Investment Corporation
Indiana
$1.22K – – –
CPG
504
Cornerstone Planning Group
New Jersey
$1.18K +$1.19K +47 New
TFA
505
Transamerica Financial Advisors
Florida
$1K -$25 -1 -4%
BL
506
BFSG LLC
California
$767 – – –
CWM
507
Copia Wealth Management
Oregon
$664 +$656 +26 New
PIS
508
POM Investment Strategies
North Carolina
$639 +$631 +25 New
FWP
509
FAS Wealth Partners
Kansas
$360 +$353 +14 New
BWL
510
Bogart Wealth LLC
Virginia
$206 – – –
Barclays
511
Barclays
United Kingdom
$26 – – –
Russell Investments Group
512
Russell Investments Group
United Kingdom
$19 +$25 +1 New
PAS
513
Park Avenue Securities
New York
– -$38.2M -1,527,961 Closed
IAA
514
Independent Advisor Alliance
North Carolina
– -$17.1M -683,559 Closed
CIBC World Market
515
CIBC World Market
Ontario, Canada
– -$6.14M -245,700 Closed
VPP
516
Vertex Planning Partners
Illinois
– -$5.55M -221,941 Closed
FFS
517
Founders Financial Securities
Maryland
– -$4.85M -193,887 Closed
CFG
518
Cooper Financial Group
California
– -$2.36M -94,276 Closed
RIM
519
Redwood Investment Management
Arizona
– -$1.59M -63,540 Closed
SWTS
520
Stonehaven Wealth & Tax Solutions
Wisconsin
– -$1.1M -44,199 Closed
TSS
521
Two Sigma Securities
New York
– -$832K -33,275 Closed
Charles Schwab
522
Charles Schwab
California
– -$747K -29,903 Closed
QC
523
Quadrature Capital
United Kingdom
– -$735K -29,416 Closed
KFS
524
Kelly Financial Services
Massachusetts
– -$531K -21,234 Closed
KAS
525
KPP Advisory Services
Kentucky
– -$378K -15,115 Closed