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State Street SPDR Portfolio Aggregate Bond ETF
SPAB

Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
176
Armbruster Capital Management
New York
$412K +$66.6K +2,265 +19%
HPC
177
Hobart Private Capital
North Carolina
$399K +$396K +13,464 New
TCPWM
178
Traverso Chambers Private Wealth Management
California
$394K – – –
FAAS
179
First Allied Advisory Services
California
$392K +$44.8K +1,524 +13%
BCA
180
Bay Colony Advisors
Massachusetts
$375K +$1.32K +45 +0.4%
IFWM
181
Institute for Wealth Management
Colorado
$346K +$7.44K +253 +2%
JFA
182
JNBA Financial Advisors
Minnesota
$344K +$1.06K +36 +0.3%
FIA
183
Foundations Investment Advisors
Arizona
$341K +$338K +11,479 New
SMFS
184
Squar Milner Financial Services
California
$310K +$285K +9,703 +2,601%
ET
185
Equitable Trust
Tennessee
$296K – – –
RPGK
186
Retirement Planning Group (Kansas)
Kansas
$294K +$5.21K +177 +2%
RW
187
REDW Wealth
New Mexico
$281K +$2.74K +93 +1%
SCP
188
Syntal Capital Partners
Texas
$280K -$1.05M -35,806 -79%
SG
189
StoneX Group
New York
$277K +$275K +9,338 New
SPC
190
Sigma Planning Corp
Michigan
$274K +$2.91K +99 +1%
LFAS
191
Level Four Advisory Services
Texas
$273K -$38.3K -1,301 -12%
CAG
192
Csenge Advisory Group
Florida
$272K +$269K +9,158 New
GVAG
193
Great Valley Advisor Group
Delaware
$264K +$262K +8,899 New
SSWM
194
Sheets Smith Wealth Management
North Carolina
$252K +$250K +8,500 New
CAL
195
Capital Analysts LLC
Pennsylvania
$251K +$112K +3,819 +82%
MIM
196
Moseley Investment Management
Florida
$248K -$4.06K -138 -2%
CW
197
CreativeOne Wealth
Kansas
$240K -$100K -3,398 -30%
TPA
198
Trivium Point Advisory
Connecticut
$227K -$6.06K -206 -3%
DI
199
DFPG Investments
Utah
$219K -$4.38K -149 -2%
ADL
200
Asset Dedication LLC
California
$215K – – –
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