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State Street SPDR Portfolio Aggregate Bond ETF
SPAB

Name Holding Trade Value Shares
Change 		Change in
Stake
WAS
201
Winch Advisory Services
Wisconsin
$993K -$22.4K -743 -2%
WWM
202
Wolff Wiese Magana
California
$926K +$253K +8,399 +37%
MHR
203
Matthew Hamilton Rosenberg
$898K -$19.6K -650 -2%
FPW
204
Flagship Private Wealth
Massachusetts
$897K +$368K +12,197 +68%
BRWM
205
B. Riley Wealth Management
Tennessee
$881K +$896K +29,702 New
OPS
206
Orion Portfolio Solutions
Nebraska
$878K +$229K +7,595 +34%
SWP
207
Strategic Wealth Partners
Ohio
$867K +$20K +662 +2%
VA
208
Valmark Advisers
Ohio
$845K +$859K +28,489 New
GI
209
Glovista Investments
New Jersey
$831K -$608K -20,145 -42%
PFA
210
Pinnacle Family Advisors
Missouri
$826K +$8.75K +290 +1%
GSC
211
G&S Capital
Colorado
$818K +$57.2K +1,896 +7%
BCA
212
Bay Colony Advisors
Massachusetts
$812K -$102K -3,369 -11%
RFA
213
Reilly Financial Advisors
California
$793K -$31.7K -1,051 -4%
BJL
214
Brighton Jones LLC
Washington
$790K +$30.7K +1,019 +4%
SB
215
Strategic Blueprint
Georgia
$776K -$232K -7,704 -23%
BAM
216
Belpointe Asset Management
Nevada
$767K -$10.7K -354 -1%
RCIM
217
Red Cedar Investment Management
Michigan
$719K – – –
FIA
218
Foundations Investment Advisors
Arizona
$719K +$96K +3,184 +15%
NFP
219
Narus Financial Partners
Utah
$710K +$722K +23,937 New
BMD
220
Better Money Decisions
New Mexico
$675K +$687K +22,776 New
BFA
221
Beacon Financial Advisory
Ohio
$674K -$563K -18,650 -45%
AA
222
Alesco Advisors
New York
$673K -$17K -565 -2%
SFG
223
SageGuard Financial Group
Tennessee
$658K -$47.7K -1,582 -7%
AF
224
Aldebaran Financial
$653K +$163K +5,388 +32%
NFG
225
Next Financial Group
Texas
$651K +$230K +7,630 +53%
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