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State Street SPDR Portfolio Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CA
201
CGN Advisors
Kansas
$2.62M -$160K -6,278 -6%
BIM
202
Breakwater Investment Management
Washington
$2.59M +$261K +10,275 +11%
RCWM
203
Red Crane Wealth Management
California
$2.54M +$2.58M +101,454 New
FI
204
FWG Investments
Kentucky
$2.5M -$23.3K -918 -0.9%
HIIFS
205
Harel Insurance Investments & Financial Services
Israel
$2.48M +$120K +4,701 +5%
TWP
206
Tempus Wealth Planning
California
$2.46M -$129K -5,057 -5%
Comerica Bank
207
Comerica Bank
Texas
$2.45M +$487K +19,167 +24%
CFGF
208
Compass Financial Group (Florida)
Florida
$2.39M -$161K -6,326 -6%
UWM
209
USAdvisors Wealth Management
Minnesota
$2.39M -$1.28M -50,545 -35%
CFG
210
Cooper Financial Group
California
$2.36M -$68.8K -2,708 -3%
CL
211
CVFG LLC
Indiana
$2.33M +$2.37M +93,287 New
PIFP
212
Partners in Financial Planning
Virginia
$2.33M +$347K +13,643 +17%
AC
213
Apella Capital
Connecticut
$2.29M +$2.33M +91,754 New
OGF
214
Orin Green Financial
California
$2.29M -$2.38M -93,644 Closed
IA
215
IFP Advisors
Florida
$2.27M +$210K +8,243 +10%
RCM
216
Raleigh Capital Management
North Carolina
$2.25M -$1.88M -74,025 -45%
SFS
217
Sowell Financial Services
Arkansas
$2.25M -$1.7M -66,798 -43%
PWG
218
Private Wealth Group
Florida
$2.24M -$93.6K -3,682 -4%
IFG
219
Independent Financial Group
California
$2.17M +$551K +21,656 +33%
ML
220
McAdam LLC
Pennsylvania
$2.17M -$255K -10,012 -10%
SWP
221
Stratos Wealth Partners
Ohio
$2.12M -$786K -30,904 -27%
PWP
222
Precedent Wealth Partners
Texas
$2.12M -$40.8K -1,603 -2%
Northwestern Mutual Wealth Management
223
Northwestern Mutual Wealth Management
Wisconsin
$2.1M +$146K +5,757 +7%
TPWA
224
TRUE Private Wealth Advisors
Oregon
$2.08M +$2.11M +83,149 New
FAIM
225
Financial Advocates Investment Management
Washington
$2.06M -$721K -28,374 -26%