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State Street SPDR Portfolio Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CM
201
Cornerstone Management
Georgia
$210K
WI
202
Wintrust Investments
Illinois
$208K +$206K +7,017 New
DAS
203
Dynamic Advisor Solutions
Arizona
$205K +$203K +6,900 New
WWM
204
Windsor Wealth Management
Indiana
$203K +$202K +6,854 New
BCMIO
205
Beacon Capital Management Inc (Ohio)
Ohio
$181K -$27K -918 -13%
BL
206
Balentine LLC
Georgia
$172K +$170K +5,795 New
TFO
207
Tarbox Family Office
California
$160K +$158K +5,384 New
HS
208
Horan Securities
United States
$149K +$17.9K +607 +14%
APA
209
American Portfolios Advisors
New York
$146K +$145K +4,935 New
GWM
210
Geneos Wealth Management
Colorado
$142K -$10.4K -353 -7%
PFGIA
211
Patriot Financial Group Insurance Agency
Massachusetts
$140K +$98.2K +3,339 +242%
CFN
212
Cordasco Financial Network
Florida
$139K -$41.2K -1,400 -23%
Northwestern Mutual Wealth Management
213
Northwestern Mutual Wealth Management
Wisconsin
$125K +$15.7K +533 +14%
CAC
214
Certified Advisory Corp
Florida
$115K +$24.2K +822 +27%
SIS
215
Sound Income Strategies
Florida
$111K +$794 +27 +0.7%
WAS
216
Winch Advisory Services
Wisconsin
$103K +$102K +3,465 New
FPB
217
First PREMIER Bank
South Dakota
$84K
FANJ
218
Financial Architects (New Jersey)
New Jersey
$83K +$33.5K +1,139 +69%
Deutsche Bank
219
Deutsche Bank
Germany
$77K +$77K +2,617 New
MA
220
MUFG Americas
New York
$68K +$67.7K +2,300 New
FHA
221
Flagship Harbor Advisors
Massachusetts
$55K
SCA
222
Stuart Chaussee & Associates
California
$54K +$53.8K +1,830 New
CFGS
223
Concourse Financial Group Securities
Alabama
$47K -$465K -15,818 -91%
OSNBOA
224
Old Second National Bank of Aurora
Illinois
$38K +$27.6K +939 +268%
Fidelity Investments
225
Fidelity Investments
Massachusetts
$36K +$17.4K +593 +98%