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State Street SPDR Portfolio Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IAIM
26
International Assets Investment Management
Florida
$518K +$521K +17,334 New
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$401K +$1.68K +56 +0.4%
Global Retirement Partners
28
Global Retirement Partners
California
$401K +$401K +13,325 New
StoneX Group
29
StoneX Group
New York
$382K – – –
ARWA LLC
30
ARWA LLC
Texas
$308K +$311K +10,345 New
Cerity Partners
31
Cerity Partners
New York
$261K +$261K +8,697 New
Breakwater Investment Management
32
Breakwater Investment Management
Washington
$95.7K – – –
APFP
33
Action Point Financial Planning
Michigan
$60.2K +$60.2K +2,001 New
Fidelity Investments
34
Fidelity Investments
Massachusetts
$21K +$21K +700 New
Creative Financial Designs
35
Creative Financial Designs
Indiana
$18.8K +$180 +6 +1%
CoreCap Advisors
36
CoreCap Advisors
Michigan
$18.2K +$210 +7 +1%
SouthState Corp
37
SouthState Corp
Florida
$6.22K +$6.22K +207 New
Plante Moran Financial Advisors
38
Plante Moran Financial Advisors
Michigan
$6.07K +$6.07K +202 New
Nova Wealth Management
39
Nova Wealth Management
Florida
$5.77K – – –
AE Wealth Management
40
AE Wealth Management
Kansas
$5.14K -$1.92K -64 -27%
NewEdge Advisors
41
NewEdge Advisors
Louisiana
$3.22K +$30 +1 +0.9%
Wells Fargo
42
Wells Fargo
California
$2.46K +$2.47K +82 New
Morgan Stanley
43
Morgan Stanley
New York
$1.92K -$2.32K -77 -55%
Private Trust Company
44
Private Trust Company
Ohio
$1.68K -$361 -12 -18%
Nova R Wealth
45
Nova R Wealth
Kansas
– -$3.39M -111,867 Closed
Aptus Capital Advisors
46
Aptus Capital Advisors
Alabama
– -$8.75K -289 Closed
Blue Trust Inc
47
Blue Trust Inc
Georgia
– -$2.94K -97 Closed
William Blair & Company
48
William Blair & Company
Illinois
– -$1.82K -60 Closed