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State Street SPDR Portfolio Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FPWM
151
FSB Premier Wealth Management
Iowa
$4.92M +$354K +13,984 +8%
VBFP
152
Valtinson Bruner Financial Planning
Minnesota
$4.89M +$3.58M +141,452 +273%
NCM
153
Northwest Capital Management
Oregon
$4.82M +$50.1K +1,982 +1%
Ameriprise
154
Ameriprise
Minnesota
$4.77M +$471K +18,645 +11%
AWM
155
AE Wealth Management
Kansas
$4.69M -$21M -830,614 -82%
SW
156
Simplicity Wealth
New Jersey
$4.54M -$494K -19,547 -10%
GRP
157
Global Retirement Partners
California
$4.52M +$453K +17,916 +11%
Stifel Financial
158
Stifel Financial
Missouri
$4.46M +$3.54K +140 +0.1%
JSL
159
JT Stratford LLC
Georgia
$4.35M +$368K +14,556 +9%
Citigroup
160
Citigroup
New York
$4.21M -$291K -11,511 -6%
ZF
161
Zhang Financial
Michigan
$4.21M +$2.17M +85,911 +107%
UWM
162
USAdvisors Wealth Management
Minnesota
$4.07M +$571K +22,568 +16%
IWN
163
Independent Wealth Network
Iowa
$3.92M +$70.8K +2,799 +2%
PA
164
Parallel Advisors
California
$3.87M +$392K +15,513 +11%
HAS
165
HBW Advisory Services
California
$3.86M
FIA
166
Foundations Investment Advisors
Arizona
$3.79M +$376K +14,869 +11%
AWA
167
Aquire Wealth Advisors
Utah
$3.63M -$244K -9,649 -6%
SFS
168
Sowell Financial Services
Arkansas
$3.62M +$428K +16,934 +13%
BCM
169
Barden Capital Management
Texas
$3.55M -$791K -31,280 -18%
PCA
170
Prosperity Capital Advisors
Ohio
$3.35M +$2.16M +85,256 +181%
NI
171
NYL Investors
New York
$3.29M +$283K +11,200 +9%
TWP
172
Tempus Wealth Planning
California
$3.19M -$2.16M -85,503 -40%
AI
173
Auour Investments
Massachusetts
$3.15M +$116K +4,572 +4%
FHA
174
Flagship Harbor Advisors
Massachusetts
$3.05M -$3.58M -141,527 -54%
IWP
175
IAG Wealth Partners
Wisconsin
$3.03M +$136K +5,371 +5%