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State Street SPDR Portfolio Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TPA
176
Trivium Point Advisory
Connecticut
$225K -$17.6K -628 -7%
LFG
177
LifePlan Financial Group
Ohio
$225K +$14.3K +509 +7%
MIM
178
Moseley Investment Management
Florida
$225K +$222K +7,891 New
CFA
179
Carroll Financial Associates
North Carolina
$224K +$221K +7,860 New
ADL
180
Asset Dedication LLC
California
$220K -$32.3K -1,152 -13%
RC
181
Roundview Capital
New Jersey
$217K +$214K +7,607 New
Millennium Management
182
Millennium Management
New York
$216K +$212K +7,565 New
IWC
183
Integrated Wealth Concepts
Massachusetts
$212K -$22.5K -800 -10%
ACM
184
Armbruster Capital Management
New York
$205K +$202K +7,185 New
IA
185
IndexIQ Advisors
New York
$192K -$284K -10,128 -60%
CFN
186
Cordasco Financial Network
Florida
$183K
APA
187
American Portfolios Advisors
New York
$136K +$123K +4,396 +1,188%
HS
188
Horan Securities
United States
$126K +$28 +1 +0%
WAM
189
Wealthspire Advisors (Maryland)
Maryland
$111K
Northwestern Mutual Wealth Management
190
Northwestern Mutual Wealth Management
Wisconsin
$108K +$13.1K +468 +14%
SIS
191
Sound Income Strategies
Florida
$105K +$533 +19 +0.5%
FPB
192
First PREMIER Bank
South Dakota
$81K
TA
193
TCG Advisors
Texas
$60K +$58.8K +2,096 New
FHA
194
Flagship Harbor Advisors
Massachusetts
$53K
GWM
195
Geneos Wealth Management
Colorado
$48K -$281 -10 -0.6%
PFGIA
196
Patriot Financial Group Insurance Agency
Massachusetts
$45K -$730 -26 -2%
AIC
197
Ameritas Investment Company
Nebraska
$44K -$117K -4,161 -73%
LPWM
198
Lake Point Wealth Management
Texas
$36K -$1.25M -44,607 -97%
RCG
199
Ruggie Capital Group
Florida
$34K -$2.32M -82,535 -99%
DWM
200
Destination Wealth Management
California
$34K