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State Street SPDR Portfolio Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JFA
126
JNBA Financial Advisors
Minnesota
$54K +$20.3K +721 +60%
IAS
127
INR Advisory Services
Pennsylvania
$53K +$52.7K +1,869 New
BFC
128
Bedel Financial Consulting
Indiana
$34K +$34K +1,204 New
OIA
129
OneDigital Investment Advisors
Kansas
$31K +$31.3K +1,110 New
Northwestern Mutual Wealth Management
130
Northwestern Mutual Wealth Management
Wisconsin
$29K – – –
OIA
131
Optimum Investment Advisors
Illinois
$23K +$22.6K +800 New
GWM
132
Geneos Wealth Management
Colorado
$21K +$16.4K +580 +299%
CAPTRUST Financial Advisors
133
CAPTRUST Financial Advisors
North Carolina
$20K -$7.05K -250 -26%
RCA
134
Rowland Carmichael Advisors
Arizona
$19K – – –
FCMT
135
Founders Capital Management (Texas)
Texas
$17K – – –
ADL
136
Asset Dedication LLC
California
$16K – – –
MOS
137
MGO One Seven
Ohio
$15K – – –
SWP
138
Stratos Wealth Partners
Ohio
$11K +$11.4K +405 New
APA
139
American Portfolios Advisors
New York
$10.4K – – –
AF
140
Allworth Financial
California
$4K +$4.01K +142 New
CJA
141
C-J Advisory
California
$2K – – –
BlackRock
142
BlackRock
New York
$1K – – –
AWM
143
Avior Wealth Management
Nebraska
$1K +$1.24K +44 New
BCM
144
Bluefin Capital Management
New York
– -$14.9M -516,767 Closed
HCM
145
Horan Capital Management
Maryland
– -$9.92M -345,126 Closed
SHGA
146
Sand Hill Global Advisors
California
– -$5.51M -191,768 Closed
FAM
147
Formidable Asset Management
Ohio
– -$2.14M -74,459 Closed
FTS
148
Fifth Third Securities
Ohio
– -$1.95M -67,728 Closed
BAM
149
Belpointe Asset Management
Nevada
– -$337K -11,724 Closed
Stifel Financial
150
Stifel Financial
Missouri
– -$325K -11,324 Closed