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State Street SPDR Portfolio Aggregate Bond ETF
SPAB

Name Holding Trade Value Shares
Change 		Change in
Stake
KW
151
KWB Wealth
California
$6.46M -$126K -4,894 -2%
AFS
152
Amtrust Financial Services
New York
$6.42M – – –
MPW
153
Melone Private Wealth
Michigan
$6.34M -$88.4K -3,427 -1%
Bank of New York Mellon
154
Bank of New York Mellon
New York
$6.2M +$2.15M +83,254 +52%
LCM
155
Lunt Capital Management
Utah
$6.07M +$427K +16,564 +8%
IFG
156
Independent Financial Group
California
$6.07M +$287K +11,142 +5%
Truist Financial
157
Truist Financial
North Carolina
$5.89M -$66.5K -2,577 -1%
FPWM
158
FSB Premier Wealth Management
Iowa
$5.81M +$345K +13,378 +6%
CAC
159
Certified Advisory Corp
Florida
$5.77M +$47.4K +1,836 +0.8%
KAS
160
Kestra Advisory Services
Texas
$5.56M +$611K +23,681 +12%
HAS
161
HBW Advisory Services
California
$5.55M +$67.7K +2,625 +1%
RI
162
Rinkey Investments
California
$5.47M +$1.96K +76 +0%
AWM
163
AE Wealth Management
Kansas
$5.36M +$465K +18,031 +9%
LA
164
Lifeworks Advisors
Michigan
$5.25M -$22K -854 -0.4%
BAM
165
Belpointe Asset Management
Nevada
$5.13M +$1.39M +53,849 +37%
PA
166
Parallel Advisors
California
$5.05M -$250K -9,707 -5%
BCM
167
Barden Capital Management
Texas
$5.02M +$216K +8,385 +4%
ALC
168
Alexander Labrunerie & Co
Missouri
$5.02M -$182K -7,041 -3%
TCWM
169
Total Clarity Wealth Management
Illinois
$5M -$85.5K -3,316 -2%
IA
170
IFP Advisors
Florida
$4.99M +$1.53M +59,200 +44%
VPP
171
Vertex Planning Partners
Illinois
$4.97M +$5.01M +194,162 New
CA
172
CWC Advisors
Oregon
$4.84M +$4.88M +189,057 New
EIA
173
Eldridge Investment Advisors
New Hampshire
$4.68M -$1.94M -75,019 -29%
AWM
174
Avior Wealth Management
Nebraska
$4.57M +$2.17K +84 +0%
GEM
175
Global Endowment Management
North Carolina
$4.36M +$559K +21,674 +15%
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