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State Street SPDR Portfolio Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MGIA
101
Moneta Group Investment Advisors
Missouri
$11.1M -$563K -22,153 -5%
GKWIM
102
Gerber Kawasaki Wealth & Investment Management
California
$10.9M +$499K +19,639 +5%
TFGT
103
TS Financial Group (TSFG)
Illinois
$10.9M +$175K +6,890 +2%
RIM
104
Rockbridge Investment Management
New York
$10.6M -$52.1K -2,049 -0.5%
ARG
105
Advisory Resource Group
Oklahoma
$10.4M +$10.6M +417,921 New
Susquehanna International Group
106
Susquehanna International Group
Pennsylvania
$10.4M +$10.6M +417,095 New
CAG
107
Crestwood Advisors Group
Massachusetts
$10.4M +$4.6M +180,793 +77%
ASW
108
Astoria Strategic Wealth
Texas
$10.3M -$116K -4,563 -1%
CRFG
109
Columbia River Financial Group
Washington
$10.3M +$10.4M +410,374 New
FWI
110
Facet Wealth Inc
Maryland
$10M -$477K -18,774 -5%
OFS
111
OneAscent Financial Services
Alabama
$9.81M +$9.98M +392,555 New
PCA
112
Prosperity Capital Advisors
Ohio
$9.43M -$4.17M -163,866 -30%
NFG
113
Northeast Financial Group
Pennsylvania
$9.23M +$606K +23,856 +7%
DC
114
Destiny Capital
Colorado
$9.19M -$32.8K -1,290 -0.3%
CWM
115
Cahaba Wealth Management
Georgia
$9.07M +$432K +16,988 +5%
SC
116
Savant Capital
Illinois
$9.03M +$535K +21,054 +6%
UCFA
117
United Capital Financial Advisors
Texas
$8.94M -$923K -36,290 -9%
TCM
118
Towercrest Capital Management
Pennsylvania
$8.85M -$29.9K -1,175 -0.3%
FHA
119
Flagship Harbor Advisors
Massachusetts
$8.5M +$5.83M +229,404 +207%
EIA
120
Eldridge Investment Advisors
New Hampshire
$8.45M -$47.5K -1,869 -0.5%
SEIA
121
Signature Estate & Investment Advisors
California
$8.42M +$443K +17,441 +5%
PFG
122
PAX Financial Group
Texas
$8.24M -$1.05M -41,305 -11%
BOC
123
Bull Oak Capital
California
$8.01M -$8.37M -329,075 -51%
VAG
124
VisionPoint Advisory Group
Texas
$7.99M -$1.17M -46,103 -13%
CAPTRUST Financial Advisors
125
CAPTRUST Financial Advisors
North Carolina
$7.84M +$1.44M +56,787 +22%