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State Street SPDR Portfolio Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PW
501
Pandora Wealth
Illinois
$1.28K +$1.26K +50 New
AIC
502
Archer Investment Corporation
Indiana
$1.22K
CPG
503
Cornerstone Planning Group
New Jersey
$1.18K +$1.19K +47 New
TFA
504
Transamerica Financial Advisors
Florida
$1K -$25 -1 -4%
BL
505
BFSG LLC
California
$767
CWM
506
Copia Wealth Management
Oregon
$664 +$656 +26 New
PIS
507
POM Investment Strategies
North Carolina
$639 +$631 +25 New
FWP
508
FAS Wealth Partners
Kansas
$360 +$353 +14 New
BWL
509
Bogart Wealth LLC
Virginia
$206
Barclays
510
Barclays
United Kingdom
$26
Russell Investments Group
511
Russell Investments Group
United Kingdom
$19 +$25 +1 New
PAS
512
Park Avenue Securities
New York
-$38.2M -1,527,961 Closed
IAA
513
Independent Advisor Alliance
North Carolina
-$17.1M -683,559 Closed
CIBC World Market
514
CIBC World Market
Ontario, Canada
-$6.14M -245,700 Closed
VPP
515
Vertex Planning Partners
Illinois
-$5.55M -221,941 Closed
FFS
516
Founders Financial Securities
Maryland
-$4.85M -193,887 Closed
CFG
517
Cooper Financial Group
California
-$2.36M -94,276 Closed
RIM
518
Redwood Investment Management
Arizona
-$1.59M -63,540 Closed
SWTS
519
Stonehaven Wealth & Tax Solutions
Wisconsin
-$1.1M -44,199 Closed
TSS
520
Two Sigma Securities
New York
-$832K -33,275 Closed
Charles Schwab
521
Charles Schwab
California
-$747K -29,903 Closed
QC
522
Quadrature Capital
United Kingdom
-$735K -29,416 Closed
KFS
523
Kelly Financial Services
Massachusetts
-$531K -21,234 Closed
KAS
524
KPP Advisory Services
Kentucky
-$378K -15,115 Closed
TCA
525
Transcend Capital Advisors
New Jersey
-$358K -14,342 Closed