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State Street SPDR Portfolio Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GEM
176
Global Endowment Management
North Carolina
$4.36M +$559K +21,674 +15%
UBS AM
177
UBS AM
Illinois
$4.34M +$4.19M +162,238 +2,305%
AF
178
Allworth Financial
California
$4.3M -$141K -5,453 -3%
CFD
179
Creative Financial Designs
Indiana
$4.25M +$91.4K +3,543 +2%
AWA
180
Arkadios Wealth Advisors
Georgia
$4.15M +$4.18M +162,128 New
BOC
181
Bull Oak Capital
California
$4.13M +$552K +21,398 +15%
LFG
182
Larson Financial Group
Missouri
$4.12M -$1.76M -68,134 -30%
AI
183
Auour Investments
Massachusetts
$3.94M +$97.9K +3,794 +3%
CFG
184
Capital Financial Group
Colorado
$3.88M +$579K +22,449 +17%
CL
185
CVFG LLC
Indiana
$3.85M +$240K +9,303 +7%
MFS
186
McNamara Financial Services
Massachusetts
$3.75M +$247K +9,579 +7%
NI
187
NYL Investors
New York
$3.66M +$130K +5,051 +4%
RFW
188
Rainier Family Wealth
Washington
$3.66M +$757K +29,329 +26%
JSL
189
JT Stratford LLC
Georgia
$3.56M +$81.8K +3,169 +2%
PCA
190
Prosperity Capital Advisors
Ohio
$3.49M -$1.55M -60,038 -31%
RCM
191
Raleigh Capital Management
North Carolina
$3.46M +$1.68M +65,291 +93%
WCM
192
WealthTrak Capital Management
Virginia
$3.39M +$316K +12,254 +10%
CFA
193
Cahill Financial Advisors
Minnesota
$3.29M +$138K +5,365 +4%
PWP
194
Precedent Wealth Partners
Texas
$3.23M +$288K +11,173 +10%
SFS
195
Sowell Financial Services
Arkansas
$3.17M +$420K +16,295 +15%
AI
196
Atria Investments
North Carolina
$3.13M +$752K +29,162 +31%
AFM
197
Aspetuck Financial Management
Connecticut
$3.05M – – –
PC
198
PCB Capital
New Jersey
$3.02M +$301K +11,677 +11%
CA
199
CGN Advisors
Kansas
$3.02M +$71.6K +2,776 +2%
SPA
200
Sentinel Pension Advisors
Massachusetts
$2.93M -$2.81K -109 -0.1%