We are live on ! Find out more
SPTI icon

State Street SPDR Portfolio Intermediate Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
226
Axxcess Wealth Management
California
$382K -$14.8K -516 -4%
CIA
227
Capital Investment Advisors
Georgia
$357K -$35.8K -1,248 -9%
AAS
228
Avantax Advisory Services
Texas
$353K -$245K -8,520 -41%
Jones Financial Companies
229
Jones Financial Companies
Missouri
$347K +$99.1K +3,451 +41%
CW
230
Cook Wealth
North Carolina
$347K
AG
231
Ascent Group
Virginia
$341K -$15.4K -536 -4%
BSHC
232
Breed's Hill Capital
Massachusetts
$339K
MCWS
233
McKinley Carter Wealth Services
West Virginia
$336K +$39.6K +1,381 +14%
AWM
234
AE Wealth Management
Kansas
$330K -$23.4K -814 -7%
EAM
235
Empirical Asset Management
Massachusetts
$315K +$2.3K +80 +0.2%
SIM
236
Stratos Investment Management
Ohio
$311K +$307K +10,691 New
ML
237
McAdam LLC
Pennsylvania
$308K -$34K -1,186 -10%
Creative Planning
238
Creative Planning
Kansas
$295K -$15.2K -530 -5%
CAM
239
Clark Asset Management
New Hampshire
$292K +$288K +10,048 New
LWM
240
LongView Wealth Management
Georgia
$289K -$111K -3,851 -28%
Fidelity Investments
241
Fidelity Investments
Massachusetts
$280K +$258K +8,976 +1,396%
BF
242
Brooklyn FI
New York
$270K +$267K +9,294 New
ACM
243
AlphaStar Capital Management
North Carolina
$269K -$41.3K -1,440 -13%
MWM
244
Modern Wealth Management
Kansas
$263K +$260K +9,057 New
BWM
245
Brophy Wealth Management
New Hampshire
$259K +$256K +8,923 New
ACP
246
Aveo Capital Partners
Colorado
$255K -$316 -11 -0.1%
RWM
247
RKL Wealth Management
Pennsylvania
$255K +$252K +8,762 New
SWM
248
Seaside Wealth Management
California
$254K
IPWA
249
International Private Wealth Advisors
California
$252K
GWM
250
Geneos Wealth Management
Colorado
$249K -$39.6K -1,380 -14%