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State Street SPDR Portfolio Aggregate Bond ETF
SPAB

Name Holding Trade Value Shares
Change 		Change in
Stake
CFGS
201
Concourse Financial Group Securities
Alabama
$524K +$478K +16,228 +1,018%
FCH
202
Freestone Capital Holdings
Washington
$512K -$18.4K -623 -3%
NFP
203
Narus Financial Partners
Utah
$500K +$13.4K +454 +3%
LFG
204
LifePlan Financial Group
Ohio
$499K -$67.1K -2,275 -12%
GBBWRPM
205
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$492K -$10.5K -355 -2%
BCA
206
Bay Colony Advisors
Massachusetts
$492K +$116K +3,936 +31%
ACM
207
Armbruster Capital Management
New York
$489K +$80.8K +2,740 +20%
BFA
208
Beaumont Financial Advisors
Massachusetts
$486K +$2.95K +100 +0.6%
PPA
209
Parametric Portfolio Associates
Washington
$479K +$28.5K +966 +6%
PWA
210
Peterson Wealth Advisors
Utah
$437K +$8.4K +285 +2%
FIA
211
Foundations Investment Advisors
Arizona
$437K +$98.2K +3,333 +29%
CFGF
212
Compass Financial Group (Florida)
Florida
$432K -$1.44K -49 -0.3%
CW
213
CreativeOne Wealth
Kansas
$432K +$195K +6,621 +82%
NC
214
NovaPoint Capital
Georgia
$428K +$430K +14,577 New
5L
215
55I LLC
Massachusetts
$388K +$389K +13,197 New
TCA
216
Transcend Capital Advisors
New Jersey
$385K +$386K +13,106 New
TCPWM
217
Traverso Chambers Private Wealth Management
California
$383K -$7.01K -238 -2%
IFWM
218
Institute for Wealth Management
Colorado
$377K +$34.2K +1,159 +10%
VC
219
Vicus Capital
Pennsylvania
$375K +$12.1K +412 +3%
RPGK
220
Retirement Planning Group (Kansas)
Kansas
$374K +$82.9K +2,813 +28%
JFA
221
JNBA Financial Advisors
Minnesota
$369K +$28K +949 +8%
FHA
222
Flagship Harbor Advisors
Massachusetts
$346K +$292K +9,900 +529%
SPC
223
Sigma Planning Corp
Michigan
$329K +$57.7K +1,959 +21%
JWCA
224
J.W. Cole Advisors
Florida
$325K +$326K +11,067 New
EWM
225
Executive Wealth Management
Michigan
$318K -$1.17M -39,595 -79%
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