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State Street SPDR Portfolio Aggregate Bond ETF
SPAB

Name Holding Trade Value Shares
Change 		Change in
Stake
HIP
551
HUB Investment Partners
Texas
– -$564K -22,014 Closed
AG
552
Ascent Group
Virginia
– -$528K -20,617 Closed
CCG
553
Capital CS Group
California
– -$461K -17,988 Closed
XT
554
XTX Topco
Cayman Islands
– -$434K -16,953 Closed
CW
555
CreativeOne Wealth
Kansas
– -$382K -14,916 Closed
RIS
556
Richmond Investment Services
Wisconsin
– -$374K -14,607 Closed
BWP
557
Balboa Wealth Partners
Arizona
– -$340K -13,265 Closed
1832 Asset Management
558
1832 Asset Management
Ontario, Canada
– -$332K -12,961 Closed
5NPW
559
55 North Private Wealth
Florida
– -$305K -11,910 Closed
FPAS
560
Focus Partners Advisor Solutions
Missouri
– -$305K -11,887 Closed
AA
561
ACT Advisors
North Carolina
– -$276K -10,757 Closed
Thrivent Financial for Lutherans
562
Thrivent Financial for Lutherans
Minnesota
– -$252K -9,845 Closed
PFA
563
Peak Financial Advisors
Colorado
– -$242K -9,443 Closed
EAP
564
Elevation Advisory Partners
Florida
– -$241K -9,338 Closed
C1AG
565
Client 1st Advisory Group
Florida
– -$239K -9,326 Closed
SP
566
Symmetry Partners
Connecticut
– -$233K -9,111 Closed
SDWIA
567
Schwarz Dygos Wheeler Investment Advisors
Minnesota
– -$230K -8,965 Closed
SPC
568
Sigma Planning Corp
Michigan
– -$222K -8,648 Closed
MMA
569
Miracle Mile Advisors
California
– -$209K -8,143 Closed
AFP
570
Ausdal Financial Partners
Iowa
– -$200K -7,807 Closed
SFS
571
Sunrise Financial Services
Washington
– -$75.3K -2,941 Closed
RFP
572
Root Financial Partners
California
– -$66K -2,576 Closed
WOSD
573
WFA of San Diego
California
– -$53K -2,069 Closed
PFG
574
Premier Financial Group
California
– -$49.5K -1,937 Closed
EWM
575
Evermay Wealth Management
Virginia
– -$28.9K -1,128 Closed
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