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State Street SPDR Portfolio Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IWN
201
Independent Wealth Network
Iowa
$2.89M -$1.98M -76,568 -40%
RPGK
202
Retirement Planning Group (Kansas)
Kansas
$2.81M +$2.83M +109,681 New
DWM
203
Destination Wealth Management
California
$2.7M -$410K -15,902 -13%
PIFP
204
Partners in Financial Planning
Virginia
$2.7M +$74.9K +2,902 +3%
Empower Advisory Group
205
Empower Advisory Group
Colorado
$2.66M +$121K +4,694 +5%
ATPW
206
Ashton Thomas Private Wealth
Arizona
$2.64M +$254K +9,842 +11%
AWA
207
Aquire Wealth Advisors
Utah
$2.63M -$158K -6,111 -6%
JCFM
208
JBR Co Financial Management
Oklahoma
$2.6M
OGF
209
Orin Green Financial
California
$2.57M -$9.7K -376 -0.4%
HI
210
Harbour Investments
Wisconsin
$2.52M +$745K +28,865 +41%
SWP
211
Stratos Wealth Partners
Ohio
$2.48M -$818K -31,701 -25%
BIM
212
Breakwater Investment Management
Washington
$2.46M +$769K +29,789 +45%
LSL
213
Legacy Solutions LLC
Pennsylvania
$2.43M +$134K +5,212 +6%
TWP
214
Tempus Wealth Planning
California
$2.37M +$67.6K +2,621 +3%
BB
215
Busey Bank
Illinois
$2.36M -$647K -25,087 -21%
EWA
216
EP Wealth Advisors
California
$2.34M -$1.14M -44,320 -33%
SAM
217
Smartleaf Asset Management
Massachusetts
$2.31M +$45.6K +1,768 +2%
CFGF
218
Compass Financial Group (Florida)
Florida
$2.26M -$12.9K -501 -0.6%
CWP
219
Core Wealth Partners
California
$2.22M -$279K -10,808 -11%
SCM
220
Steele Capital Management
Iowa
$2.16M -$26 -1 -0%
PWG
221
Private Wealth Group
Florida
$2.13M +$79.7K +3,091 +4%
IPWA
222
International Private Wealth Advisors
California
$2.11M +$338K +13,087 +19%
MCM
223
Mill Capital Management
North Carolina
$2.08M +$571K +22,129 +38%
WAS
224
Winch Advisory Services
Wisconsin
$2.07M +$54.8K +2,126 +3%
FA
225
Fermata Advisors
California
$2.05M -$7.38K -286 -0.4%