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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
$1.28M +$310K +10,426 +32%
CA
202
Continuum Advisory
Idaho
$1.25M -$21.3K -717 -2%
SWM
203
Spire Wealth Management
Virginia
$1.22M
WWM
204
Wolff Wiese Magana
California
$1.21M +$92.2K +3,101 +8%
CWM
205
Collaborative Wealth Management
Florida
$1.21M +$1.21M +40,852 New
AWM
206
Avior Wealth Management
Nebraska
$1.2M
SWP
207
Strategic Wealth Partners
Ohio
$1.18M +$489K +16,439 +70%
KFS
208
Kelly Financial Services
Massachusetts
$1.16M +$925K +31,108 +391%
SSC
209
Syverson Strege & Co
Iowa
$1.12M +$5.03K +169 +0.4%
FPW
210
Flagship Private Wealth
Massachusetts
$1.12M +$95.2K +3,201 +9%
NFG
211
Next Financial Group
Texas
$1.1M +$182K +6,112 +20%
CFO
212
Capitol Family Office
Oregon
$1.1M +$1.11M +37,211 New
RWM
213
Rockwood Wealth Management
Pennsylvania
$1.09M +$1.1M +36,932 New
DHGWA
214
Dixon Hughes Goodman Wealth Advisors
North Carolina
$1.06M +$1.07M +35,970 New
IA
215
IFP Advisors
Florida
$1.05M -$240K -8,083 -19%
AG
216
Ascent Group
Virginia
$1.04M +$1.06M +35,744 New
FIA
217
Foundations Investment Advisors
Arizona
$1.01M +$96.3K +3,239 +10%
TA
218
TKG Advisors
Indiana
$1.01M +$1.02M +34,169 New
GSC
219
G&S Capital
Colorado
$999K +$135K +4,527 +15%
Susquehanna International Group
220
Susquehanna International Group
Pennsylvania
$985K +$989K +33,245 New
PFA
221
Professional Financial Advisors
Nebraska
$968K +$972K +32,694 New
AC
222
Applied Capital
Arkansas
$941K -$236K -7,923 -20%
BRWM
223
B. Riley Wealth Management
Tennessee
$933K +$29K +975 +3%
SCA
224
Snowden Capital Advisors
New York
$933K +$937K +31,527 New
Mariner
225
Mariner
Kansas
$918K -$463K -15,585 -33%