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State Street SPDR Portfolio Aggregate Bond ETF
SPAB

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
201
Destination Wealth Management
California
$2.68M -$11.5K -451 -0.4%
LSL
202
Legacy Solutions LLC
Pennsylvania
$2.62M +$195K +7,625 +8%
RPGK
203
Retirement Planning Group (Kansas)
Kansas
$2.61M -$186K -7,283 -7%
SWP
204
Stratos Wealth Partners
Ohio
$2.55M +$81.7K +3,204 +3%
OGF
205
Orin Green Financial
California
$2.54M -$16.5K -647 -0.6%
SWM
206
Scissortail Wealth Management
Oklahoma
$2.49M +$452K +17,715 +22%
ATPW
207
Ashton Thomas Private Wealth
Arizona
$2.45M -$187K -7,334 -7%
PWG
208
Private Wealth Group
Florida
$2.43M +$312K +12,249 +15%
TWP
209
Tempus Wealth Planning
California
$2.43M +$69.1K +2,708 +3%
SPA
210
Sentinel Pension Advisors
Massachusetts
$2.42M -$478K -18,746 -16%
SAM
211
Smartleaf Asset Management
Massachusetts
$2.32M – – –
OMC
212
Old Mission Capital
Illinois
$2.29M +$2.29M +89,686 New
AWA
213
Aquire Wealth Advisors
Utah
$2.29M -$331K -12,989 -13%
VT
214
Vise Technologies
New York
$2.28M +$1.26M +49,245 +123%
WAS
215
Winch Advisory Services
Wisconsin
$2.24M +$184K +7,204 +9%
EWA
216
EP Wealth Advisors
California
$2.22M -$108K -4,253 -5%
GSC
217
G&S Capital
Colorado
$2.19M +$943K +36,963 +76%
SWP
218
Strategic Wealth Partners
Ohio
$2.16M +$231K +9,043 +12%
MCM
219
Mill Capital Management
North Carolina
$2.12M +$51K +2,000 +2%
SAW
220
Signal Advisors Wealth
Michigan
$2.04M +$61.2K +2,399 +3%
FA
221
Fermata Advisors
California
$1.99M -$56.1K -2,198 -3%
CFGF
222
Compass Financial Group (Florida)
Florida
$1.98M -$266K -10,417 -12%
TCP
223
TMB Capital Partners
Arkansas
$1.98M +$328K +12,874 +20%
IPWA
224
International Private Wealth Advisors
California
$1.97M -$134K -5,238 -6%
FHA
225
Flagship Harbor Advisors
Massachusetts
$1.97M +$64.4K +2,524 +3%
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