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State Street SPDR Portfolio Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFA
101
Professional Financial Advisors
Nebraska
$4.29M +$4.3M +145,998 New
AWM
102
AE Wealth Management
Kansas
$4.28M +$1.05M +35,556 +32%
William Blair & Company
103
William Blair & Company
Illinois
$4.22M -$1.21M -41,084 -22%
WP
104
WealthShield Partners
North Carolina
$4.21M -$155K -5,251 -4%
SEIA
105
Signature Estate & Investment Advisors
California
$4.2M +$1.99M +67,549 +90%
LA
106
LexAurum Advisors
Kansas
$4.11M +$836K +28,350 +25%
WEPOG
107
Wealth Enhancement & Preservation of GA
Georgia
$4.11M +$4.12M +139,761 New
RC
108
Roundview Capital
New Jersey
$4.08M +$1.18M +39,881 +40%
SHGA
109
Sand Hill Global Advisors
California
$4.07M
QA
110
Quantitative Advantage
Minnesota
$4.06M -$70.2K -2,382 -2%
AWA
111
Arete Wealth Advisors
Illinois
$4.02M -$690K -23,395 -15%
BAM
112
Belpointe Asset Management
Nevada
$3.96M +$3.18M +107,776 +399%
CIA
113
Compass Ion Advisors
Pennsylvania
$3.95M +$3.96M +134,407 New
AP
114
Appleton Partners
Massachusetts
$3.87M +$254K +8,602 +7%
Cetera Investment Advisers
115
Cetera Investment Advisers
Illinois
$3.86M +$3.87M +131,452 New
LWPC
116
Legacy Wealth Partners (California)
California
$3.73M +$3.69M +125,357 New
HI
117
Horizon Investments
North Carolina
$3.68M +$106K +3,581 +3%
OC
118
Oarsman Capital
Wisconsin
$3.62M +$213K +7,225 +6%
WAS
119
Wealth Advisory Solutions
Indiana
$3.29M +$3.3M +111,880 New
BHWM
120
Bay Harbor Wealth Management
Maryland
$3.27M -$851K -28,865 -21%
NI
121
NYL Investors
New York
$3.25M
CWM
122
CCG Wealth Management
California
$3.21M +$1.17M +39,653 +57%
PWM
123
Paulson Wealth Management
Illinois
$3.12M -$144K -4,875 -4%
BCM
124
Bluefin Capital Management
New York
$3.02M -$2.64M -89,614 -47%
Renaissance Technologies
125
Renaissance Technologies
New York
$2.94M +$124K +4,200 +4%