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State Street SPDR Portfolio Aggregate Bond ETF
SPAB

Name Holding Trade Value Shares
Change 		Change in
Stake
UWM
101
USAdvisors Wealth Management
Minnesota
$7.11M +$85.1K +3,398 +1%
TCM
102
Towercrest Capital Management
Pennsylvania
$6.81M -$838K -33,454 -11%
SFG
103
StrategIQ Financial Group
Indiana
$6.76M -$406K -16,209 -6%
ACP
104
Aveo Capital Partners
Colorado
$6.65M +$4.39M +175,327 +196%
UF
105
Univest Financial
Pennsylvania
$6.44M -$245K -9,783 -4%
HI
106
Horizon Investments
North Carolina
$6.36M +$697K +27,806 +12%
AFS
107
Amtrust Financial Services
New York
$6.3M – – –
DWM
108
Destination Wealth Management
California
$6.22M +$3.76M +150,277 +154%
AWMG
109
Alliance Wealth Management Group
New Jersey
$6.08M -$774K -30,892 -11%
FHA
110
Flagship Harbor Advisors
Massachusetts
$5.82M +$1.32M +52,880 +30%
FFS
111
Founders Financial Securities
Maryland
$5.82M +$331K +13,203 +6%
AP
112
Appleton Partners
Massachusetts
$5.78M +$264K +10,535 +5%
CAAM
113
Cornerstone Advisors Asset Management
Pennsylvania
$5.78M +$1.73M +68,882 +43%
FTA
114
Financial & Tax Architects
Missouri
$5.6M -$6.62M -264,412 -55%
LL
115
LWMG LLC
Minnesota
$5.43M +$5.41M +215,890 New
TC
116
TownSquare Capital
Utah
$5.17M +$337K +13,455 +7%
SEIA
117
Signature Estate & Investment Advisors
California
$5.08M +$387K +15,442 +8%
B
118
Bensler
Washington
$5.07M +$5.06M +201,858 New
NAS
119
Nicolet Advisory Services
Wisconsin
$4.82M -$506K -20,189 -10%
CWM
120
Cahaba Wealth Management
Georgia
$4.79M +$1.58M +63,228 +50%
FAIM
121
Financial Advocates Investment Management
Washington
$4.79M -$6.12M -244,381 -56%
GM
122
GeoWealth Management
Illinois
$4.77M +$297K +11,870 +7%
LFPWM
123
Leicht Financial Planning & Wealth Management
New Jersey
$4.77M +$4.75M +189,663 New
PPP
124
Private Portfolio Partners
New Jersey
$4.66M -$1.29M -51,468 -22%
IAIM
125
International Assets Investment Management
Florida
$4.62M +$2M +79,793 New
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