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State Street SPDR Portfolio Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NAS
151
Nicolet Advisory Services
Wisconsin
$3.46M -$524K -21,045 -13%
SFC
152
Strategic Financial Concepts
Texas
$3.31M +$1.59M +64,003 +89%
FIA
153
Foundations Investment Advisors
Arizona
$3.29M +$270K +10,851 +9%
GM
154
GeoWealth Management
Illinois
$3.27M -$138K -5,547 -4%
PFA
155
Pure Financial Advisors
California
$3.25M +$152K +6,087 +5%
MFG
156
Merit Financial Group
Georgia
$3.15M -$3.57M -143,122 -53%
Rockefeller Capital Management
157
Rockefeller Capital Management
New York
$3.05M -$159K -6,371 -5%
PWG
158
Private Wealth Group
Florida
$3M +$1.35M +54,260 +79%
NI
159
NYL Investors
New York
$3M +$22.4K +900 +0.7%
SFS
160
Sowell Financial Services
Arkansas
$2.96M +$522K +20,953 +21%
AI
161
Auour Investments
Massachusetts
$2.92M +$291K +11,660 +11%
GRP
162
Global Retirement Partners
California
$2.92M +$838K +33,617 +38%
TFG
163
Tilson Financial Group
New Jersey
$2.9M +$150K +6,035 +5%
PIFP
164
Partners in Financial Planning
Virginia
$2.78M -$111K -4,472 -4%
LWMG
165
Levy Wealth Management Group
Pennsylvania
$2.63M +$247K +9,916 +10%
SFA
166
Source Financial Advisors
New York
$2.55M -$363K -14,569 -12%
NRI
167
NFP Retirement Inc
California
$2.44M +$1.58M +63,468 +172%
OGF
168
Orin Green Financial
California
$2.43M -$6.9K -277 -0.3%
BCI
169
Brinker Capital Investments
Pennsylvania
$2.41M -$216K -8,680 -8%
OPS
170
Orion Portfolio Solutions
Nebraska
$2.41M -$216K -8,680 -8%
WP
171
WealthShield Partners
North Carolina
$2.39M -$264K -10,595 -10%
Comerica Bank
172
Comerica Bank
Texas
$2.37M +$2.43M +97,458 New
CAS
173
Coppell Advisory Solutions
Texas
$2.37M +$928K +37,229 +65%
ICMP
174
Integrated Capital Management (Pennsylvania)
Pennsylvania
$2.35M +$551K +22,121 +30%
SDWIA
175
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$2.34M +$874K +35,087 +57%