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State Street SPDR Portfolio Aggregate Bond ETF
SPAB

Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
201
Geneos Wealth Management
Colorado
$980K -$40.7M -1,364,141 -98%
FIA
202
Foundations Investment Advisors
Arizona
$948K +$217K +7,287 +30%
BRWM
203
B. Riley Wealth Management
Tennessee
$914K +$6.05K +203 +0.7%
WAS
204
Winch Advisory Services
Wisconsin
$913K -$92.1K -3,086 -9%
MHR
205
Matthew Hamilton Rosenberg
$907K -$2.33K -78 -0.3%
SWP
206
Strategic Wealth Partners
Ohio
$866K -$11.5K -385 -1%
NFG
207
Next Financial Group
Texas
$861K +$200K +6,715 +31%
RFA
208
Reilly Financial Advisors
California
$856K +$53.5K +1,793 +7%
GSC
209
G&S Capital
Colorado
$845K +$17.1K +574 +2%
PFA
210
Pinnacle Family Advisors
Missouri
$814K -$21.1K -707 -3%
SFG
211
SageGuard Financial Group
Tennessee
$772K +$104K +3,494 +16%
IA
212
IFP Advisors
Florida
$746K +$240K +8,056 +48%
BAM
213
Belpointe Asset Management
Nevada
$735K -$40.2K -1,347 -5%
RCIM
214
Red Cedar Investment Management
Michigan
$727K – – –
SB
215
Strategic Blueprint
Georgia
$720K -$64.7K -2,168 -8%
BMD
216
Better Money Decisions
New Mexico
$689K +$5.16K +173 +0.8%
BFEC
217
Benjamin F. Edwards & Company
Missouri
$688K +$65.7K +2,201 +11%
SA
218
Shilanski & Associates
Alaska
$677K +$58K +1,945 +9%
SFS
219
Sowell Financial Services
Arkansas
$659K -$511K -17,116 -44%
AF
220
Aldebaran Financial
$658K -$686 -23 -0.1%
AA
221
Alesco Advisors
New York
$652K -$29.5K -990 -4%
BJL
222
Brighton Jones LLC
Washington
$644K -$154K -5,168 -19%
PWA
223
Peterson Wealth Advisors
Utah
$643K +$10.8K +361 +2%
BFA
224
Beacon Financial Advisory
Ohio
$642K -$39.8K -1,334 -6%
OPCM
225
Osborne Partners Capital Management
California
$638K +$634K +21,263 New
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