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State Street SPDR Portfolio Aggregate Bond ETF
SPAB

Name Holding Trade Value Shares
Change 		Change in
Stake
PIFP
201
Partners in Financial Planning
Virginia
$2.71M +$26.1K +1,025 +1%
DWM
202
Destination Wealth Management
California
$2.68M -$11.5K -451 -0.4%
LSL
203
Legacy Solutions LLC
Pennsylvania
$2.62M +$195K +7,625 +8%
RPGK
204
Retirement Planning Group (Kansas)
Kansas
$2.61M -$186K -7,283 -7%
SWP
205
Stratos Wealth Partners
Ohio
$2.55M +$81.7K +3,204 +3%
OGF
206
Orin Green Financial
California
$2.54M -$16.5K -647 -0.6%
SWM
207
Scissortail Wealth Management
Oklahoma
$2.49M +$452K +17,715 +22%
ATPW
208
Ashton Thomas Private Wealth
Arizona
$2.45M -$187K -7,334 -7%
PWG
209
Private Wealth Group
Florida
$2.43M +$312K +12,249 +15%
TWP
210
Tempus Wealth Planning
California
$2.43M +$69.1K +2,708 +3%
SPA
211
Sentinel Pension Advisors
Massachusetts
$2.42M -$478K -18,746 -16%
SAM
212
Smartleaf Asset Management
Massachusetts
$2.32M – – –
OMC
213
Old Mission Capital
Illinois
$2.29M +$2.29M +89,686 New
AWA
214
Aquire Wealth Advisors
Utah
$2.29M -$331K -12,989 -13%
VT
215
Vise Technologies
New York
$2.28M +$1.26M +49,245 +123%
WAS
216
Winch Advisory Services
Wisconsin
$2.24M +$184K +7,204 +9%
EWA
217
EP Wealth Advisors
California
$2.22M -$108K -4,253 -5%
GSC
218
G&S Capital
Colorado
$2.19M +$943K +36,963 +76%
SWP
219
Strategic Wealth Partners
Ohio
$2.16M +$231K +9,043 +12%
WAU
220
Wellington-Altus USA
Manitoba, Canada
$2.15M -$130K -5,089 -6%
MCM
221
Mill Capital Management
North Carolina
$2.12M +$51K +2,000 +2%
SAW
222
Signal Advisors Wealth
Michigan
$2.04M +$61.2K +2,399 +3%
FA
223
Fermata Advisors
California
$1.99M -$56.1K -2,198 -3%
CFGF
224
Compass Financial Group (Florida)
Florida
$1.98M -$266K -10,417 -12%
TCP
225
TMB Capital Partners
Arkansas
$1.98M +$328K +12,874 +20%
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