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State Street SPDR Portfolio Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFA
201
Pinnacle Family Advisors
Missouri
$848K +$846K +27,557 New
BA
202
Bridge Advisory
California
$828K +$826K +26,903 New
BAM
203
Belpointe Asset Management
Nevada
$807K -$1.47M -47,837 -65%
GSC
204
G&S Capital
Colorado
$791K -$1.01M -32,948 -56%
BJL
205
Brighton Jones LLC
Washington
$789K +$11.6K +378 +1%
MA
206
Mutual Advisors
Nebraska
$782K +$28K +911 +4%
GKWIM
207
Gerber Kawasaki Wealth & Investment Management
California
$774K +$534K +17,402 +225%
RVPG
208
Relative Value Partners Group
$765K
PAG
209
Pinnacle Advisory Group
Maryland
$762K
RFN
210
RDA Financial Network
Iowa
$749K -$24.9K -811 -3%
RCIM
211
Red Cedar Investment Management
Michigan
$746K +$235K +7,658 +46%
GWM
212
Geneos Wealth Management
Colorado
$739K +$40.7M +1,325,442 +8,536%
SFG
213
SageGuard Financial Group
Tennessee
$733K +$732K +23,829 New
SWP
214
Summit Wealth Partners
Florida
$728K -$1.18M -38,430 -62%
AA
215
Alesco Advisors
New York
$716K -$18.1K -590 -2%
ACM
216
Allred Capital Management
Texas
$709K -$38.5K -1,254 -5%
WWM
217
Wolff Wiese Magana
California
$703K +$701K +22,822 New
OPS
218
Orion Portfolio Solutions
Nebraska
$678K +$320K +10,417 +90%
GL
219
Graypoint LLC
New York
$674K
CFGF
220
Compass Financial Group (Florida)
Florida
$658K +$55.9K +1,821 +9%
PWA
221
Peterson Wealth Advisors
Utah
$654K +$17.5K +569 +3%
FIA
222
Foundations Investment Advisors
Arizona
$642K +$5.28K +172 +0.8%
IC
223
Inscription Capital
Texas
$640K -$243K -7,910 -28%
SA
224
Shilanski & Associates
Alaska
$629K +$75.5K +2,459 +14%
Citigroup
225
Citigroup
New York
$622K -$15.9K -519 -3%