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State Street SPDR Portfolio Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GBBWRPM
126
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$245K -$6.15K -221 -2%
CM
127
Cornerstone Management
Georgia
$232K
ADL
128
Asset Dedication LLC
California
$227K +$102K +3,659 +81%
CA
129
Cetera Advisors
Colorado
$224K +$225K +8,098 New
HighTower Advisors
130
HighTower Advisors
Illinois
$218K -$11.9K -429 -5%
PIA
131
Pinion Investment Advisors
Kansas
$212K -$2.23K -80 -1%
LFAS
132
Level Four Advisory Services
Texas
$209K +$210K +7,550 New
EWA
133
EP Wealth Advisors
California
$207K +$208K +7,465 New
LFG
134
LifePlan Financial Group
Ohio
$204K
RCG
135
Ruggie Capital Group
Florida
$197K +$25.6K +920 +15%
HS
136
Horan Securities
United States
$121K -$29.9K -1,074 -20%
WP
137
WealthShield Partners
North Carolina
$107K +$17.1K +616 +19%
PMFA
138
Plante Moran Financial Advisors
Michigan
$103K +$103K +3,709 New
SIS
139
Sound Income Strategies
Florida
$101K +$779 +28 +0.8%
Citigroup
140
Citigroup
New York
$88K +$17K +610 +24%
FHA
141
Flagship Harbor Advisors
Massachusetts
$52K
Fifth Third Bancorp
142
Fifth Third Bancorp
Ohio
$38K -$1.56K -56 -4%
PFGIA
143
Patriot Financial Group Insurance Agency
Massachusetts
$36K +$36.1K +1,297 New
CWSR
144
Chessman Wealth Strategies RIA
Texas
$35K +$34.9K +1,254 New
GWM
145
Geneos Wealth Management
Colorado
$34K +$4.01K +144 +13%
DWM
146
Destination Wealth Management
California
$33K
Northwestern Mutual Wealth Management
147
Northwestern Mutual Wealth Management
Wisconsin
$30K +$2.17K +78 +8%
BBA
148
Braun-Bostich & Associates
Pennsylvania
$26K -$38.1K -1,368 -59%
OIA
149
Optimum Investment Advisors
Illinois
$22K
AA
150
Ancora Advisors
Ohio
$21K +$21K +753 New