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State Street SPDR Portfolio Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IWP
176
IAG Wealth Partners
Wisconsin
$3.58M +$569K +22,816 +19%
AWA
177
Aquire Wealth Advisors
Utah
$3.58M -$22.4K -899 -0.6%
DWM
178
Destination Wealth Management
California
$3.38M -$1.85M -74,190 -36%
VBFP
179
Valtinson Bruner Financial Planning
Minnesota
$3.37M -$1.47M -58,989 -31%
HWP
180
Hibernia Wealth Partners
Louisiana
$3.36M +$1.81M +72,691 +119%
NI
181
NYL Investors
New York
$3.27M
AI
182
Auour Investments
Massachusetts
$3.25M +$123K +4,936 +4%
Bank of Montreal
183
Bank of Montreal
Ontario, Canada
$3.23M +$3.13M +125,679 +5,493%
BMD
184
Better Money Decisions
New Mexico
$3.17M +$401K +16,086 +15%
SDWIA
185
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$3.11M +$174K +6,962 +6%
CF
186
Centaurus Financial
California
$3.05M +$217K +8,701 +8%
FHA
187
Flagship Harbor Advisors
Massachusetts
$3.01M -$16.4K -659 -0.5%
CFA
188
Cahill Financial Advisors
Minnesota
$2.81M +$134K +5,384 +5%
CA
189
CGN Advisors
Kansas
$2.81M -$25.8K -1,035 -0.9%
FAIM
190
Financial Advocates Investment Management
Washington
$2.79M -$3.49M -139,860 -56%
TWP
191
Tempus Wealth Planning
California
$2.71M -$455K -18,236 -14%
CFGF
192
Compass Financial Group (Florida)
Florida
$2.57M
ML
193
McAdam LLC
Pennsylvania
$2.5M -$26.8K -1,075 -1%
SAM
194
Smartleaf Asset Management
Massachusetts
$2.44M +$713K +28,593 +42%
BIM
195
Breakwater Investment Management
Washington
$2.42M -$211K -8,463 -8%
CFG
196
Cooper Financial Group
California
$2.41M +$447K +17,919 +23%
OGF
197
Orin Green Financial
California
$2.35M +$2.33M +93,534 New
NCM
198
Northwest Capital Management
Oregon
$2.28M -$2.49M -99,853 -52%
Northwestern Mutual Wealth Management
199
Northwestern Mutual Wealth Management
Wisconsin
$2.27M +$652K +26,154 +41%
HIIFS
200
Harel Insurance Investments & Financial Services
Israel
$2.25M