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State Street SPDR Portfolio Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WCFA
176
Walkner Condon Financial Advisors
Wisconsin
$859K +$862K +29,231 New
TA
177
TCG Advisors
Texas
$850K +$369K +12,533 +76%
SIA
178
Strategic Investment Advisors
Michigan
$815K -$156K -5,294 -16%
ICMP
179
Integrated Capital Management (Pennsylvania)
Pennsylvania
$810K +$17.8K +604 +2%
LWAC
180
Laurel Wealth Advisors (California)
California
$810K +$813K +27,572 New
SA
181
Shilanski & Associates
Alaska
$806K +$29.7K +1,007 +4%
WAS
182
Winch Advisory Services
Wisconsin
$802K +$702K +23,833 +688%
HH
183
Hilltop Holdings
Texas
$799K -$4.72K -160 -0.6%
DRS
184
Deane Retirement Strategies
Louisiana
$785K -$6.19K -210 -0.8%
AF
185
Aldebaran Financial
$749K -$348K -11,812 -32%
RVPG
186
Relative Value Partners Group
$730K
RWM
187
Reston Wealth Management
Virginia
$719K +$721K +24,463 New
PWM
188
Perigon Wealth Management
California
$700K -$49.7K -1,687 -7%
Citigroup
189
Citigroup
New York
$698K +$281K +9,533 +67%
SCP
190
Syntal Capital Partners
Texas
$689K +$412K +13,995 +148%
PFS
191
Prospera Financial Services
Texas
$683K +$97.9K +3,320 +17%
CWA
192
Clarus Wealth Advisors
Arizona
$677K +$678K +22,987 New
SS
193
Sunbelt Securities
Texas
$655K +$32.1K +1,088 +5%
APA
194
American Portfolios Advisors
New York
$642K +$499K +16,929 +343%
ZIM
195
Zacks Investment Management
Illinois
$632K +$634K +21,525 New
IWC
196
Integrated Wealth Concepts
Massachusetts
$627K +$125K +4,258 +25%
MAFM
197
Mid Atlantic Financial Management
Pennsylvania
$598K -$279K -9,482 -32%
C1AG
198
Client 1st Advisory Group
Florida
$596K +$598K +20,301 New
ASN
199
Advisory Services Network
Georgia
$564K +$566K +19,201 New
OIA
200
OneDigital Investment Advisors
Kansas
$547K +$26.3K +891 +5%