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State Street SPDR Portfolio Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LFG
151
Larson Financial Group
Missouri
$5.89M -$569K -21,967 -9%
IFG
152
Independent Financial Group
California
$5.81M +$2.22M +85,758 +61%
GWM
153
Geneos Wealth Management
Colorado
$5.76M +$290K +11,188 +5%
CAC
154
Certified Advisory Corp
Florida
$5.75M +$36.8K +1,421 +0.6%
LCM
155
Lunt Capital Management
Utah
$5.68M -$141K -5,439 -2%
HAS
156
HBW Advisory Services
California
$5.51M -$162K -6,248 -3%
RI
157
Rinkey Investments
California
$5.5M -$6.97M -269,130 -56%
FPWM
158
FSB Premier Wealth Management
Iowa
$5.49M +$74.2K +2,867 +1%
PA
159
Parallel Advisors
California
$5.33M +$253K +9,793 +5%
LA
160
Lifeworks Advisors
Michigan
$5.3M +$2.43K +94 +0%
ALC
161
Alexander Labrunerie & Co
Missouri
$5.22M -$147K -5,699 -3%
TCWM
162
Total Clarity Wealth Management
Illinois
$5.11M -$1.82M -70,235 -26%
PCA
163
Prosperity Capital Advisors
Ohio
$5.05M +$2.41M +93,213 +91%
KAS
164
Kestra Advisory Services
Texas
$4.98M +$226K +8,740 +5%
AWM
165
AE Wealth Management
Kansas
$4.92M +$20K +772 +0.4%
IWN
166
Independent Wealth Network
Iowa
$4.88M +$421K +16,281 +9%
BCM
167
Barden Capital Management
Texas
$4.83M +$525K +20,274 +12%
MWM
168
McMill Wealth Management
Nebraska
$4.7M -$136K -5,242 -3%
AWM
169
Avior Wealth Management
Nebraska
$4.59M -$33.6K -1,300 -0.7%
TPWA
170
TRUE Private Wealth Advisors
Oregon
$4.46M +$658K +25,419 +17%
AF
171
Allworth Financial
California
$4.46M -$171K -6,600 -4%
Envestnet Portfolio Solutions
172
Envestnet Portfolio Solutions
Illinois
$4.45M +$3.45M +133,257 +338%
CIA
173
Concurrent Investment Advisors
Florida
$4.19M +$4.01M +154,900 +1,956%
CFD
174
Creative Financial Designs
Indiana
$4.18M +$391K +15,107 +10%
Bank of New York Mellon
175
Bank of New York Mellon
New York
$4.08M +$1.54M +59,689 +60%