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State Street SPDR Portfolio Intermediate Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MFS
226
Mattson Financial Services
Michigan
$876K +$65.9K +2,318 +8%
PMWMG
227
Parr McKnight Wealth Management Group
Minnesota
$846K – – –
RWB
228
RMR Wealth Builders
New Jersey
$841K -$549K -19,309 -39%
Vontobel Holding
229
Vontobel Holding
Switzerland
$837K -$30.8K -1,082 -4%
RWM
230
RKL Wealth Management
Pennsylvania
$814K +$49.8K +1,752 +7%
IFG
231
Independent Financial Group
California
$803K +$21.8K +768 +3%
AI
232
Atria Investments
North Carolina
$798K +$75.4K +2,652 +10%
MHS
233
M Holdings Securities
Oregon
$780K -$7.37K -259 -0.9%
LA
234
Lifeworks Advisors
Michigan
$777K -$117K -4,115 -13%
PFA
235
Pathway Financial Advisors
Vermont
$771K -$23.2K -816 -3%
Betterment LLC
236
Betterment LLC
New York
$763K +$138K +4,858 +22%
SWP
237
Stratos Wealth Partners
Ohio
$756K +$12.8K +451 +2%
RWM
238
Ritholtz Wealth Management
New York
$733K +$321K +11,278 +78%
FGWP
239
Founders Grove Wealth Partners
Virginia
$731K +$733K +25,761 New
Corient Private Wealth
240
Corient Private Wealth
Florida
$718K -$4.55K -160 -0.6%
JBC
241
Jefferson Bridge Capital
Tennessee
$708K -$193K -6,771 -21%
BW
242
Blalock Williams
Alabama
$697K +$5.55K +195 +0.8%
PA
243
PSI Advisors
Florida
$683K -$287K -10,087 -30%
KA
244
Kovack Advisors
Florida
$671K -$201K -7,082 -23%
TVAMP
245
Tennessee Valley Asset Management Partners
Tennessee
$670K +$149K +5,253 +29%
ACA
246
Aptus Capital Advisors
Alabama
$656K +$420K +14,758 +177%
HP
247
Hilltop Partners
Indiana
$620K -$52.3K -1,839 -8%
OCA
248
OpenArc Corporate Advisory
Georgia
$617K +$94.2K +3,313 +18%
EP
249
Edgestream Partners
New Jersey
$602K +$603K +21,213 New
HBS
250
Howard Bailey Securities
Indiana
$591K +$1.11K +39 +0.2%