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State Street SPDR Portfolio Aggregate Bond ETF
SPAB

Name Holding Trade Value Shares
Change 		Change in
Stake
LA
151
Lifeworks Advisors
Michigan
$5.74M -$501K -19,691 -8%
EFL
152
ERn Financial LLC
Wisconsin
$5.72M +$423K +16,641 +8%
ALC
153
Alexander Labrunerie & Co
Missouri
$5.71M +$5.81M +228,652 New
LCM
154
Lunt Capital Management
Utah
$5.69M +$256K +10,065 +5%
TC
155
TownSquare Capital
Utah
$5.6M -$106K -4,166 -2%
VPP
156
Vertex Planning Partners
Illinois
$5.55M -$1.35M -53,246 -19%
AAS
157
Avantax Advisory Services
Texas
$5.48M +$542K +21,310 +11%
FPWM
158
FSB Premier Wealth Management
Iowa
$5.33M +$121K +4,758 +2%
GWM
159
Geneos Wealth Management
Colorado
$5.31M +$342K +13,455 +7%
MPW
160
Melone Private Wealth
Michigan
$5.27M -$6.06M -238,364 -53%
AF
161
Allworth Financial
California
$5.23M -$841K -33,067 -14%
HI
162
Horizon Investments
North Carolina
$5.21M -$114K -4,472 -2%
PWM
163
Perigon Wealth Management
California
$5.21M +$2.35M +92,521 +80%
MWM
164
McMill Wealth Management
Nebraska
$5.17M +$5.26M +207,025 New
ICMP
165
Integrated Capital Management (Pennsylvania)
Pennsylvania
$5.12M +$399K +15,683 +8%
AWM
166
AE Wealth Management
Kansas
$5.1M +$149K +5,868 +3%
IWP
167
IAG Wealth Partners
Wisconsin
$5.08M +$1.19M +46,991 +30%
PA
168
Parallel Advisors
California
$4.98M +$933K +36,691 +23%
ZF
169
Zhang Financial
Michigan
$4.85M -$209K -8,212 -4%
FFS
170
Founders Financial Securities
Maryland
$4.85M -$150K -5,881 -3%
JSL
171
JT Stratford LLC
Georgia
$4.72M +$12.3K +483 +0.3%
BCI
172
Brinker Capital Investments
Pennsylvania
$4.47M +$125K +4,901 +3%
OPS
173
Orion Portfolio Solutions
Nebraska
$4.47M +$125K +4,901 +3%
AWS
174
Atria Wealth Solutions
New York
$4.47M -$405K -15,923 -8%
AWM
175
Avior Wealth Management
Nebraska
$4.45M +$49.1K +1,933 +1%
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