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State Street SPDR Portfolio Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWA
201
Aquire Wealth Advisors
Utah
$2.8M -$279K -10,766 -9%
SFS
202
Sowell Financial Services
Arkansas
$2.76M +$235K +9,086 +9%
PC
203
PCB Capital
New Jersey
$2.73M +$2.75M +106,129 New
PIFP
204
Partners in Financial Planning
Virginia
$2.64M +$18.5K +714 +0.7%
JCFM
205
JBR Co Financial Management
Oklahoma
$2.6M +$500K +19,336 +24%
OGF
206
Orin Green Financial
California
$2.59M +$103K +3,984 +4%
HAG
207
HighPoint Advisor Group
Illinois
$2.55M +$2.57M +99,220 New
Empower Advisory Group
208
Empower Advisory Group
Colorado
$2.55M +$970K +37,472 +61%
CWP
209
Core Wealth Partners
California
$2.51M +$274K +10,569 +12%
ATPW
210
Ashton Thomas Private Wealth
Arizona
$2.4M +$114K +4,404 +5%
AI
211
Atria Investments
North Carolina
$2.4M +$913K +35,285 +61%
TWP
212
Tempus Wealth Planning
California
$2.32M -$97.2K -3,755 -4%
LSL
213
Legacy Solutions LLC
Pennsylvania
$2.31M +$50.4K +1,946 +2%
SAM
214
Smartleaf Asset Management
Massachusetts
$2.29M +$120K +4,638 +6%
CFGF
215
Compass Financial Group (Florida)
Florida
$2.28M +$5.54K +214 +0.2%
Goldman Sachs
216
Goldman Sachs
New York
$2.21M +$1.03M +39,810 +87%
SCM
217
Steele Capital Management
Iowa
$2.17M -$28.3K -1,094 -1%
FA
218
Fermata Advisors
California
$2.07M -$8.85K -342 -0.4%
PWG
219
Private Wealth Group
Florida
$2.06M +$29.8K +1,153 +1%
BFA
220
Brown Financial Advisors
Ohio
$2.04M -$19.9K -768 -1%
WAS
221
Winch Advisory Services
Wisconsin
$2.02M +$77.1K +2,981 +4%
FHA
222
Flagship Harbor Advisors
Massachusetts
$1.92M -$11.9M -460,029 -86%
EGA
223
E&G Advisors
Texas
$1.81M -$58.8K -2,271 -3%
TA
224
TrueWealth Advisors
Alabama
$1.8M -$608K -23,482 -25%
RCM
225
Raleigh Capital Management
North Carolina
$1.8M +$1.06M +40,936 +141%