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State Street SPDR Portfolio Aggregate Bond ETF
SPAB

Name Holding Trade Value Shares
Change 		Change in
Stake
ICMP
201
Integrated Capital Management (Pennsylvania)
Pennsylvania
$2.4M -$69.5K -2,827 -3%
CA
202
Cetera Advisors
Colorado
$2.36M +$416K +16,894 +22%
MFG
203
Merit Financial Group
Georgia
$2.33M -$948K -38,539 -30%
KWS
204
Keystone Wealth Services
California
$2.31M +$450K +18,313 +26%
HIIFS
205
Harel Insurance Investments & Financial Services
Israel
$2.29M – – –
AWM
206
Axxcess Wealth Management
California
$2.29M +$728K +29,578 +50%
OGF
207
Orin Green Financial
California
$2.23M -$316K -12,841 -13%
PIA
208
Perennial Investment Advisors
California
$2.2M +$147K +5,977 +7%
FPW
209
Flagship Private Wealth
Massachusetts
$2.15M +$53.4K +2,170 +3%
ZF
210
Zhang Financial
Michigan
$2.06M +$1.98M +80,454 New
SAM
211
Smartleaf Asset Management
Massachusetts
$2.03M +$1.94M +79,062 New
CFG
212
Cooper Financial Group
California
$2.02M -$87.3K -3,550 -4%
EGA
213
E&G Advisors
Texas
$2M -$194K -7,895 -9%
PIFP
214
Partners in Financial Planning
Virginia
$2M -$892K -36,276 -32%
NAM
215
NorthCrest Asset Manangement
Minnesota
$1.92M +$1.84M +74,771 New
SWP
216
Stratos Wealth Partners
Ohio
$1.9M +$33.4K +1,357 +2%
LFA
217
Laraway Financial Advisors
Minnesota
$1.8M -$109K -4,423 -6%
B
218
Bridgeworth
Alabama
$1.78M -$316K -12,828 -16%
KFS
219
Kelly Financial Services
Massachusetts
$1.61M +$445K +18,080 +40%
WCFA
220
Walkner Condon Financial Advisors
Wisconsin
$1.6M +$343K +13,927 +29%
PTC
221
Private Trust Company
Ohio
$1.6M -$533K -21,663 -26%
NRI
222
NFP Retirement Inc
California
$1.58M -$948K -38,522 -38%
KPWS
223
Kestra Private Wealth Services
Texas
$1.57M +$25.1K +1,021 +2%
NS
224
NBC Securities
Alabama
$1.57M -$44.8K -1,821 -3%
DWP
225
Destiny Wealth Partners
Florida
$1.56M -$75.5K -3,068 -5%
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