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State Street SPDR Portfolio Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WCM
201
WealthTrak Capital Management
Virginia
$2.76M -$110K -4,337 -4%
TA
202
TrueWealth Advisors
Alabama
$2.76M -$255K -10,068 -9%
OGF
203
Orin Green Financial
California
$2.74M -$22.8K -900 -0.8%
IFG
204
Independent Financial Group
California
$2.7M +$549K +21,723 +26%
HIIFS
205
Harel Insurance Investments & Financial Services
Israel
$2.65M +$46.5K +1,840 +2%
CFD
206
Creative Financial Designs
Indiana
$2.64M +$1.03M +40,887 +66%
PIFP
207
Partners in Financial Planning
Virginia
$2.56M +$458K +18,102 +22%
Commonwealth Equity Services
208
Commonwealth Equity Services
Massachusetts
$2.47M -$4.69M -185,538 -66%
CFGF
209
Compass Financial Group (Florida)
Florida
$2.4M -$6.04K -239 -0.3%
SFS
210
Sowell Financial Services
Arkansas
$2.39M -$23.1K -915 -1%
Comerica Bank
211
Comerica Bank
Texas
$2.37M -$46.1K -1,822 -2%
BFA
212
Brown Financial Advisors
Ohio
$2.36M -$134K -5,284 -5%
TWP
213
Tempus Wealth Planning
California
$2.34M +$42K +1,661 +2%
VAS
214
Vestmark Advisory Solutions
Massachusetts
$2.3M +$2.27M +89,943 New
CAL
215
Capital Analysts LLC
Pennsylvania
$2.28M +$1.2M +47,313 +113%
ATPW
216
Ashton Thomas Private Wealth
Arizona
$2.25M -$479K -18,936 -18%
FHA
217
Flagship Harbor Advisors
Massachusetts
$2.25M -$7.17M -283,818 -76%
BFA
218
Brown Financial Advisory
Alabama
$2.23M +$1.8M +71,394 +453%
HWP
219
Hibernia Wealth Partners
Louisiana
$2.21M +$1.04M +41,058 +91%
IPWA
220
International Private Wealth Advisors
California
$2.16M +$508K +20,107 +31%
SCM
221
Steele Capital Management
Iowa
$2.16M +$109K +4,330 +5%
PWP
222
Precedent Wealth Partners
Texas
$2.16M +$188K +7,443 +10%
FA
223
Fermata Advisors
California
$2.16M -$76.4K -3,021 -3%
LSL
224
Legacy Solutions LLC
Pennsylvania
$2.15M +$51 +2 +0%
RPSA
225
Richard P. Slaughter Associates
Texas
$2.13M -$49.4K -1,954 -2%