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State Street SPDR Portfolio Aggregate Bond ETF
SPAB

Name Holding Trade Value Shares
Change 		Change in
Stake
CW
501
CreativeOne Wealth
Kansas
– -$1.14M -44,554 Closed
BWP
502
Balboa Wealth Partners
Arizona
– -$1.14M -44,347 Closed
FFN
503
Focus Financial Network
Minnesota
– -$725K -28,317 Closed
IWM
504
Iams Wealth Management
Nebraska
– -$632K -24,698 Closed
ARC
505
Advisor Resource Council
Texas
– -$476K -18,593 Closed
TVM
506
True Vision MN
Minnesota
– -$446K -17,411 Closed
PPWM
507
PFG Private Wealth Management
Florida
– -$432K -16,874 Closed
VBFP
508
Valtinson Bruner Financial Planning
Minnesota
– -$376K -14,704 Closed
CAG
509
Csenge Advisory Group
Florida
– -$361K -14,277 Closed
WS
510
Wedbush Securities
California
– -$338K -13,210 Closed
APWA
511
Atlas Private Wealth Advisors
New Jersey
– -$315K -12,322 Closed
KFS
512
Kelly Financial Services
Massachusetts
– -$308K -12,031 Closed
AAP
513
Arax Advisory Partners
Colorado
– -$265K -10,360 Closed
T
514
Transce3nd
Texas
– -$254K -9,921 Closed
GFPC
515
Global Financial Private Client
Florida
– -$229K -8,945 Closed
MWM
516
Modern Wealth Management
Kansas
– -$227K -8,849 Closed
LFS
517
Lutz Financial Services
Nebraska
– -$220K -8,611 Closed
SWA
518
Sax Wealth Advisors
New Jersey
– -$215K -8,385 Closed
MWM
519
Maripau Wealth Management
Indiana
– -$213K -8,305 Closed
GIM
520
Goelzer Investment Management
Indiana
– -$203K -7,918 Closed
BHWM
521
Bay Harbor Wealth Management
Maryland
– -$176K -6,878 Closed
BA
522
Bellwether Advisors
Nebraska
– -$60.7K -2,373 Closed
BTI
523
Blue Trust Inc
Georgia
– -$43.5K -1,701 Closed
CIA
524
Cape Investment Advisory
Georgia
– -$30.8K -1,203 Closed
AWM
525
Ameliora Wealth Management
Switzerland
– -$30.7K -1,200 Closed
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