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State Street SPDR Portfolio Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
201
Scissortail Wealth Management
Oklahoma
$1.22M +$1.31M +49,912 New
SS
202
Simplicity Solutions
Minnesota
$1.22M -$2.97M -113,301 -70%
EWA
203
Exencial Wealth Advisors
Oklahoma
$1.21M +$1.06M +40,271 +495%
WCFA
204
Walkner Condon Financial Advisors
Wisconsin
$1.17M -$73.4K -2,802 -6%
CFG
205
Cooper Financial Group
California
$1.12M +$61.6K +2,351 +6%
FIA
206
Foundations Investment Advisors
Arizona
$1.11M +$107K +4,063 +10%
BHWM
207
Bay Harbor Wealth Management
Maryland
$1.08M -$17.3M -661,051 -94%
CFA
208
Cahill Financial Advisors
Minnesota
$1.04M +$1.09M +41,706 New
PFA
209
Pinnacle Family Advisors
Missouri
$999K +$227K +8,660 +28%
CGFA
210
Colton Groome Financial Advisors
North Carolina
$994K -$1.39M -53,213 -57%
VNA
211
Valley National Advisers
Pennsylvania
$963K +$1.02M +39,092 New
PIFP
212
Partners in Financial Planning
Virginia
$960K +$359K +13,683 +56%
SW
213
SlateStone Wealth
Florida
$928K -$219K -8,370 -18%
BAM
214
Belpointe Asset Management
Nevada
$919K +$335K +12,771 +53%
SWP
215
Stratos Wealth Partners
Ohio
$893K -$1.2M -45,763 -56%
ATPW
216
Ashton Thomas Private Wealth
Arizona
$888K -$178K -6,782 -16%
SWP
217
Strategic Wealth Partners
Ohio
$874K +$190K +7,234 +26%
CWM
218
Collaborative Wealth Management
Florida
$840K -$110K -4,201 -11%
GSC
219
G&S Capital
Colorado
$815K -$11.7K -446 -1%
JP Morgan Chase
220
JP Morgan Chase
New York
$791K -$1.6M -60,886 -66%
TAIM
221
TD Ameritrade Investment Management
Nebraska
$789K -$348K -13,270 -30%
RCIM
222
Red Cedar Investment Management
Michigan
$787K +$105K +3,994 +14%
BMD
223
Better Money Decisions
New Mexico
$785K -$6.24K -238 -0.8%
TA
224
TKG Advisors
Indiana
$733K -$14.3K -544 -2%
HI
225
Harbour Investments
Wisconsin
$733K