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State Street SPDR Portfolio Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KFS
201
Kelly Financial Services
Massachusetts
$1.21M +$644K +24,169 +111%
SW
202
SlateStone Wealth
Florida
$1.2M -$132K -4,942 -10%
TAIM
203
TD Ameritrade Investment Management
Nebraska
$1.18M +$10.4K +391 +0.9%
AWMS
204
Advocacy Wealth Management Services
Georgia
$1.18M +$1.08M +40,388 +912%
FFG
205
Ford Financial Group
California
$1.16M +$176K +6,597 +18%
WFA
206
Wipfli Financial Advisors
Wisconsin
$1.16M -$458K -17,183 -28%
CA
207
Continuum Advisory
Idaho
$1.14M -$15.3K -573 -1%
MIC
208
Means Investment Company
Maine
$1.14M +$823K +30,893 +251%
CFG
209
Cooper Financial Group
California
$1.12M -$2.12M -79,500 -65%
ATPW
210
Ashton Thomas Private Wealth
Arizona
$1.12M -$205K -7,696 -15%
Charles Schwab
211
Charles Schwab
California
$1.12M +$808K +30,307 +252%
NRI
212
NFP Retirement Inc
California
$1.1M -$493K -18,505 -31%
LWAC
213
Laurel Wealth Advisors (California)
California
$1.08M -$670K -25,144 -38%
AWM
214
Avior Wealth Management
Nebraska
$1.07M +$27 +1 +0%
FIA
215
Foundations Investment Advisors
Arizona
$1.07M +$51K +1,915 +5%
CA
216
CoreCap Advisors
Michigan
$1.06M -$119K -4,463 -10%
BC
217
Brio Consultants
California
$1.03M -$39M -1,464,278 -97%
PTC
218
Private Trust Company
Ohio
$1.03M +$1.04M +38,921 New
SSC
219
Syverson Strege & Co
Iowa
$1.01M +$3.89K +146 +0.4%
CWM
220
Collaborative Wealth Management
Florida
$997K +$1.01M +37,855 New
OFG
221
OTA Financial Group
New York
$992K +$665K +24,943 +196%
Mariner
222
Mariner
Kansas
$897K -$455K -17,069 -33%
LPT
223
Legacy Private Trust
Wisconsin
$875K +$885K +33,208 New
GSC
224
G&S Capital
Colorado
$873K -$17.7K -663 -2%
SWIG
225
Strategic Wealth Investment Group
Kentucky
$854K +$500K +18,763 +137%