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State Street SPDR Portfolio Intermediate Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PMWMG
226
Parr McKnight Wealth Management Group
Minnesota
$846K
RWB
227
RMR Wealth Builders
New Jersey
$841K -$549K -19,309 -39%
Vontobel Holding
228
Vontobel Holding
Switzerland
$837K -$30.8K -1,082 -4%
RWM
229
RKL Wealth Management
Pennsylvania
$814K +$49.8K +1,752 +7%
IFG
230
Independent Financial Group
California
$803K +$21.8K +768 +3%
AI
231
Atria Investments
North Carolina
$798K +$75.4K +2,652 +10%
MHS
232
M Holdings Securities
Oregon
$780K -$7.37K -259 -0.9%
LA
233
Lifeworks Advisors
Michigan
$777K -$117K -4,115 -13%
PFA
234
Pathway Financial Advisors
Vermont
$771K -$23.2K -816 -3%
Betterment LLC
235
Betterment LLC
New York
$763K +$138K +4,858 +22%
SWP
236
Stratos Wealth Partners
Ohio
$756K +$12.8K +451 +2%
RWM
237
Ritholtz Wealth Management
New York
$733K +$321K +11,278 +78%
FGWP
238
Founders Grove Wealth Partners
Virginia
$731K +$733K +25,761 New
Corient Private Wealth
239
Corient Private Wealth
Florida
$718K -$4.55K -160 -0.6%
JBC
240
Jefferson Bridge Capital
Tennessee
$708K -$193K -6,771 -21%
BW
241
Blalock Williams
Alabama
$697K +$5.55K +195 +0.8%
PA
242
PSI Advisors
Florida
$683K -$287K -10,087 -30%
KA
243
Kovack Advisors
Florida
$671K -$201K -7,082 -23%
TVAMP
244
Tennessee Valley Asset Management Partners
Tennessee
$670K +$149K +5,253 +29%
ACA
245
Aptus Capital Advisors
Alabama
$656K +$420K +14,758 +177%
HP
246
Hilltop Partners
Indiana
$620K -$52.3K -1,839 -8%
OCA
247
OpenArc Corporate Advisory
Georgia
$617K +$94.2K +3,313 +18%
EP
248
Edgestream Partners
New Jersey
$602K +$603K +21,213 New
HBS
249
Howard Bailey Securities
Indiana
$591K +$1.11K +39 +0.2%
NFG
250
Northbridge Financial Group
Florida
$578K +$83.8K +2,947 +17%