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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
$5.45M +$321K +12,468 +6%
TA
152
TrueWealth Advisors
Alabama
$5.32M -$3.5M -136,004 -40%
ZF
153
Zhang Financial
Michigan
$5.28M +$744K +28,899 +17%
JCM
154
Jacobi Capital Management
Pennsylvania
$5.23M +$158K +6,124 +3%
FFS
155
Founders Financial Securities
Maryland
$5.22M +$32.2K +1,251 +0.6%
GWM
156
Geneos Wealth Management
Colorado
$5.2M +$194K +7,538 +4%
AWM
157
AE Wealth Management
Kansas
$5.18M +$415K +16,097 +9%
AAS
158
Avantax Advisory Services
Texas
$5.17M +$1.15M +44,499 +29%
AWS
159
Atria Wealth Solutions
New York
$5.09M +$877K +34,033 +21%
BAM
160
Belpointe Asset Management
Nevada
$5.07M +$4.14M +160,606 +480%
ICMP
161
Integrated Capital Management (Pennsylvania)
Pennsylvania
$4.94M +$1.19M +46,351 +32%
JSL
162
JT Stratford LLC
Georgia
$4.92M +$304K +11,786 +7%
SPA
163
Sentinel Pension Advisors
Massachusetts
$4.73M -$89.4K -3,472 -2%
AWM
164
Avior Wealth Management
Nebraska
$4.6M -$118K -4,573 -3%
BCI
165
Brinker Capital Investments
Pennsylvania
$4.55M +$790K +30,663 +21%
OPS
166
Orion Portfolio Solutions
Nebraska
$4.55M +$790K +30,663 +21%
Ameriprise
167
Ameriprise
Minnesota
$4.55M +$115K +4,484 +3%
CIAS
168
CFS Investment Advisory Services
New Jersey
$4.3M +$4.24M +164,468 New
RCM
169
Raleigh Capital Management
North Carolina
$4.29M +$2.49M +96,610 +143%
HAS
170
HBW Advisory Services
California
$4.29M +$77.6K +3,011 +2%
PA
171
Parallel Advisors
California
$4.25M -$17.3K -670 -0.4%
BCM
172
Barden Capital Management
Texas
$4.23M +$418K +16,226 +11%
SFS
173
Sowell Financial Services
Arkansas
$4.1M +$126K +4,885 +3%
IWP
174
IAG Wealth Partners
Wisconsin
$4.08M +$343K +13,335 +9%
SW
175
Simplicity Wealth
New Jersey
$3.96M -$1.24M -48,173 -24%