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State Street SPDR Portfolio Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ICMP
151
Integrated Capital Management (Pennsylvania)
Pennsylvania
$799K +$4.33K +147 +0.5%
DRS
152
Deane Retirement Strategies
Louisiana
$798K +$14.4K +488 +2%
SA
153
Shilanski & Associates
Alaska
$783K -$4.21K -143 -0.5%
PAS
154
Park Avenue Securities
New York
$767K +$339K +11,512 +80%
PWM
155
Perigon Wealth Management
California
$748K +$747K +25,401 New
RVPG
156
Relative Value Partners Group
$736K
MSAM
157
Moloney Securities Asset Management
Missouri
$659K +$207K +7,037 +46%
AW
158
ACG Wealth
Georgia
$653K -$1.29K -44 -0.2%
SS
159
Sunbelt Securities
Texas
$629K +$280K +9,522 +81%
PFS
160
Prospera Financial Services
Texas
$591K +$586K +19,926 New
LFG
161
LifePlan Financial Group
Ohio
$571K +$9.56K +325 +2%
GSWM
162
Golden State Wealth Management
California
$543K +$148K +5,030 +38%
FCH
163
Freestone Capital Holdings
Washington
$535K +$8.86K +301 +2%
OIA
164
OneDigital Investment Advisors
Kansas
$526K -$376K -12,782 -42%
GBBWRPM
165
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$506K -$671K -22,820 -57%
IWC
166
Integrated Wealth Concepts
Massachusetts
$506K +$165K +5,618 +49%
PAG
167
Private Advisor Group
New Jersey
$500K -$2.12K -72 -0.4%
NFP
168
Narus Financial Partners
Utah
$491K +$14.1K +479 +3%
BFA
169
Beaumont Financial Advisors
Massachusetts
$487K -$39.7K -1,351 -8%
TA
170
TCG Advisors
Texas
$487K +$161K +5,483 +50%
VAS
171
Vestmark Advisory Solutions
Massachusetts
$462K +$158K +5,372 +53%
PPA
172
Parametric Portfolio Associates
Washington
$455K +$157K +5,340 +53%
CFGF
173
Compass Financial Group (Florida)
Florida
$438K -$5.15K -175 -1%
PWA
174
Peterson Wealth Advisors
Utah
$432K -$39.8K -1,354 -9%
Citigroup
175
Citigroup
New York
$421K +$77.5K +2,633 +23%