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State Street SPDR Portfolio Intermediate Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GWM
226
Geneos Wealth Management
Colorado
$287K
BWP
227
Balboa Wealth Partners
Arizona
$287K +$278K +10,033 New
LEFP
228
Leading Edge Financial Planning
Tennessee
$281K -$356K -12,841 -57%
Prudential Financial
229
Prudential Financial
New Jersey
$281K +$4.36K +157 +2%
PWMG
230
Pinnacle Wealth Management Group
Michigan
$279K -$25.6K -924 -9%
MCWS
231
McKinley Carter Wealth Services
West Virginia
$276K +$18.5K +667 +7%
CA
232
Crane Advisory
California
$253K +$248K +8,927 New
SLC
233
Second Line Capital
Louisiana
$251K +$244K +8,804 New
COCM
234
Charter Oak Capital Management
New Hampshire
$250K +$243K +8,744 New
Creative Planning
235
Creative Planning
Kansas
$248K +$119K +4,273 +97%
M1FG
236
Mach-1 Financial Group
Arkansas
$238K -$22.2K -800 -9%
LNC
237
Lincoln National Corp
Pennsylvania
$234K +$228K +8,204 New
HKIMG
238
Hutchens & Kramer Investment Management Group
Indiana
$232K +$225K +8,121 New
FBB
239
Fulton Breakefield Broenniman
Maryland
$231K +$225K +8,096 New
FPW
240
Flagship Private Wealth
Massachusetts
$228K -$4.66K -168 -2%
KW
241
KWB Wealth
California
$226K -$2.13M -76,731 -91%
JCM
242
Jacobi Capital Management
Pennsylvania
$216K +$210K +7,564 New
IFG
243
Independent Financial Group
California
$213K +$207K +7,458 New
BWCS
244
Beirne Wealth Consulting Services
Connecticut
$210K +$204K +7,365 New
ACA
245
Aptus Capital Advisors
Alabama
$209K +$7.63K +275 +4%
AA
246
Advisory Alpha
Michigan
$209K +$203K +7,307 New
IA
247
IFP Advisors
Florida
$203K -$411K -14,811 -68%
WCFA
248
Walkner Condon Financial Advisors
Wisconsin
$200K +$194K +7,008 New
GFPC
249
Global Financial Private Client
Florida
$183K +$178K +6,413 New
CFD
250
Creative Financial Designs
Indiana
$176K +$57.6K +2,074 +51%