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State Street SPDR Portfolio Aggregate Bond ETF
SPAB

Name Holding Trade Value Shares
Change 		Change in
Stake
PWA
151
Peterson Wealth Advisors
Utah
$404K -$26.9K -977 -6%
OIA
152
OneDigital Investment Advisors
Kansas
$402K +$397K +14,446 New
AF
153
Aldebaran Financial
$393K +$388K +14,098 New
JWA
154
JFS Wealth Advisors
Pennsylvania
$380K +$359K +13,070 +2,309%
TCPWM
155
Traverso Chambers Private Wealth Management
California
$370K +$365K +13,279 New
SPC
156
Sigma Planning Corp
Michigan
$360K -$127K -4,636 -26%
MD
157
Money Design
Japan
$329K +$325K +11,830 New
BAM
158
Belpointe Asset Management
Nevada
$319K +$5.8K +211 +2%
TI
159
Truepoint Inc
Ohio
$317K +$17.4K +632 +6%
SIA
160
Strategic Investment Advisors
Michigan
$280K +$277K +10,060 New
ET
161
Equitable Trust
Tennessee
$279K – – –
PPA
162
Parametric Portfolio Associates
Washington
$279K – – –
RJFSA
163
Raymond James Financial Services Advisors
Florida
$269K -$100K -3,655 -27%
SS
164
Sunbelt Securities
Texas
$258K -$12.2K -445 -5%
RW
165
REDW Wealth
New Mexico
$256K +$253K +9,207 New
ADL
166
Asset Dedication LLC
California
$247K +$18.9K +687 +8%
JWS
167
Juncture Wealth Strategies
Arizona
$245K -$59.8K -2,175 -20%
RPGK
168
Retirement Planning Group (Kansas)
Kansas
$244K +$241K +8,759 New
BCMIO
169
Beacon Capital Management Inc (Ohio)
Ohio
$242K -$28.2K -1,025 -11%
TPA
170
Trivium Point Advisory
Connecticut
$237K +$234K +8,508 New
IFWM
171
Institute for Wealth Management
Colorado
$235K +$232K +8,427 New
CM
172
Cornerstone Management
Georgia
$233K – – –
FIA
173
Foundations Investment Advisors
Arizona
$232K +$228K +8,282 New
IWC
174
Integrated Wealth Concepts
Massachusetts
$229K +$226K +8,235 New
PIA
175
Pinion Investment Advisors
Kansas
$218K +$5.03K +183 +2%
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