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State Street SPDR Portfolio Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NI
151
NYL Investors
New York
$2.94M -$113K -4,500 -4%
MPW
152
MGO Private Wealth
California
$2.85M +$2.13M +85,011 +298%
WFS
153
Weitzel Financial Services
Iowa
$2.83M -$1.3M -52,032 -32%
AC
154
AIFG Consultants
New York
$2.81M +$2.8M +111,788 New
Mercer Global Advisors
155
Mercer Global Advisors
Colorado
$2.8M -$14.2M -565,061 -84%
TA
156
TrueWealth Advisors
Alabama
$2.77M +$933K +37,242 +51%
PIFP
157
Partners in Financial Planning
Virginia
$2.74M +$1.76M +70,356 +184%
CFGF
158
Compass Financial Group (Florida)
Florida
$2.73M +$2.34M +93,375 +614%
WMS
159
Wealth Management Solutions
Pennsylvania
$2.69M -$238K -9,505 -8%
TFG
160
Tilson Financial Group
New Jersey
$2.68M +$2.67M +106,514 New
VPP
161
Vertex Planning Partners
Illinois
$2.62M +$2.61M +104,345 New
EGA
162
E&G Advisors
Texas
$2.61M -$1.6M -64,044 -38%
OGF
163
Orin Green Financial
California
$2.55M +$763K +30,472 +43%
FFG
164
Ford Financial Group
California
$2.49M +$724K +28,903 +41%
PAG
165
Private Advisor Group
New Jersey
$2.46M +$15.4M +613,704 +17%
ICMP
166
Integrated Capital Management (Pennsylvania)
Pennsylvania
$2.43M +$372K +14,838 +18%
TWP
167
Tempus Wealth Planning
California
$2.41M +$11.8K +472 +0.5%
CAS
168
Coppell Advisory Solutions
Texas
$2.37M +$2.36M +94,221 New
CASC
169
Coppell Advisory Solutions Corp
Texas
$2.37M +$2.36M +94,221 New
CA
170
CoreCap Advisors
Michigan
$2.32M +$189K +7,544 +9%
CF
171
Convergence Financial
Missouri
$2.31M +$119K +4,738 +5%
KFS
172
Kelly Financial Services
Massachusetts
$2.29M +$836K +33,383 +58%
SFA
173
Source Financial Advisors
New York
$2.26M -$1.09M -43,702 -33%
AWS
174
Atria Wealth Solutions
New York
$2.25M +$22.2K +887 +1%
SFS
175
Sowell Financial Services
Arkansas
$2.24M -$48K -1,915 -2%