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State Street SPDR Portfolio Aggregate Bond ETF
SPAB

Name Holding Trade Value Shares
Change 		Change in
Stake
HAS
176
HBW Advisory Services
California
$4.39M +$302K +11,868 +7%
SPA
177
Sentinel Pension Advisors
Massachusetts
$4.33M -$196K -7,728 -4%
TCWM
178
Total Clarity Wealth Management
Illinois
$4.3M +$4.38M +172,092 New
BMD
179
Better Money Decisions
New Mexico
$4.28M +$782K +30,750 +22%
BCM
180
Barden Capital Management
Texas
$4.25M +$205K +8,067 +5%
Ameriprise
181
Ameriprise
Minnesota
$4.18M -$169K -6,656 -4%
FIA
182
Foundations Investment Advisors
Arizona
$4.08M +$910K +35,781 +28%
TA
183
TrueWealth Advisors
Alabama
$3.86M -$1.25M -48,998 -24%
IWN
184
Independent Wealth Network
Iowa
$3.81M +$142K +5,605 +4%
DWM
185
Destination Wealth Management
California
$3.75M +$360K +14,154 +10%
BAM
186
Belpointe Asset Management
Nevada
$3.61M -$1.39M -54,634 -28%
AI
187
Auour Investments
Massachusetts
$3.57M +$157K +6,156 +5%
HF
188
HRT Financial
New York
$3.51M +$6.15K +242 +0.2%
NI
189
NYL Investors
New York
$3.43M +$206K +8,100 +6%
AWA
190
Aquire Wealth Advisors
Utah
$3.33M -$146K -5,762 -4%
MFG
191
Merit Financial Group
Georgia
$3.31M +$1.42M +55,813 +73%
BB
192
Busey Bank
Illinois
$3.3M -$90.7K -3,567 -3%
Citigroup
193
Citigroup
New York
$3.3M -$2.12M -83,317 -39%
IWC
194
Integrated Wealth Concepts
Massachusetts
$3.28M -$4.88M -192,113 -59%
ATPW
195
Ashton Thomas Private Wealth
Arizona
$3.23M +$3.05M +119,775 +1,289%
AFM
196
Aspetuck Financial Management
Connecticut
$2.98M +$3.03M +119,291 New
WCM
197
WealthTrak Capital Management
Virginia
$2.76M +$2.81M +110,639 New
GEM
198
Global Endowment Management
North Carolina
$2.72M +$2.76M +108,738 New
BFA
199
Brown Financial Advisors
Ohio
$2.67M +$158K +6,228 +6%
CFA
200
Cahill Financial Advisors
Minnesota
$2.67M -$109K -4,282 -4%
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