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State Street SPDR Portfolio Aggregate Bond ETF
SPAB

Name Holding Trade Value Shares
Change 		Change in
Stake
CIC
201
Carnegie Investment Counsel
Ohio
$1.49M +$128 +5 +0%
EFS
202
Econ Financial Services
Pennsylvania
$1.45M +$12.5K +490 +0.9%
CAS
203
Coppell Advisory Solutions
Texas
$1.44M -$155K -6,051 -10%
MCC
204
Money Concepts Capital
Florida
$1.44M -$14.1K -552 -1%
CA
205
CGN Advisors
Kansas
$1.43M +$35.5K +1,387 +3%
KFS
206
Kelly Financial Services
Massachusetts
$1.37M -$365K -14,255 -21%
KPWS
207
Kestra Private Wealth Services
Texas
$1.36M +$22K +861 +2%
EWA
208
Exencial Wealth Advisors
Oklahoma
$1.35M -$105K -4,093 -7%
WWM
209
Wolff Wiese Magana
California
$1.3M +$3.79K +148 +0.3%
BFM
210
Boothbay Fund Management
New York
$1.27M +$1.28M +50,000 New
SW
211
Simplicity Wealth
New Jersey
$1.27M +$76.9K +3,005 +6%
SS
212
Simplicity Solutions
Minnesota
$1.27M +$97K +3,790 +8%
CCM
213
Crabel Capital Management
California
$1.25M -$76.8K -3,002 -6%
DA
214
Detalus Advisors
Missouri
$1.25M -$373K -14,584 -23%
AMR
215
Asset Management Resources
Massachusetts
$1.22M -$37.9K -1,483 -3%
SWP
216
Strategic Wealth Partners
Ohio
$1.21M +$60.8K +2,377 +5%
AWM
217
Apollon Wealth Management
South Carolina
$1.2M -$273K -10,685 -18%
WCFA
218
Walkner Condon Financial Advisors
Wisconsin
$1.16M +$55.3K +2,161 +5%
MIC
219
Means Investment Company
Maine
$1.08M -$189K -7,407 -15%
IA
220
IFP Advisors
Florida
$1.05M -$17.9K -699 -2%
HI
221
Harbour Investments
Wisconsin
$1.05M +$400K +15,654 +61%
PFA
222
Pinnacle Family Advisors
Missouri
$1.05M -$21.3K -834 -2%
LNC
223
Lincoln National Corp
Pennsylvania
$1.03M +$575K +22,492 +124%
WT
224
Whittier Trust
California
$1.03M – – –
TA
225
TKG Advisors
Indiana
$992K +$159K +6,202 +19%
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