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State Street SPDR Portfolio Intermediate Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
226
Jones Financial Companies
Missouri
$452K +$122K +4,306 +36%
CRC
227
Curi RMB Capital
Illinois
$446K +$49.6K +1,753 +12%
MFS
228
Mattson Financial Services
Michigan
$444K -$25K -886 -5%
PCIA
229
Prime Capital Investment Advisors
Kansas
$440K -$64K -2,263 -13%
DAS
230
Diversify Advisory Services
Utah
$439K -$24.1K -854 -5%
CP
231
Clarendon Private
Massachusetts
$423K +$429K +15,163 New
AAS
232
Avantax Advisory Services
Texas
$420K +$81.8K +2,892 +24%
MFT
233
Moisand Fitzgerald Tamayo
Florida
$410K -$183K -6,481 -31%
AG
234
Ascent Group
Virginia
$401K +$74.7K +2,642 +22%
GI
235
Gradient Investments
Minnesota
$388K -$21.4M -756,163 -98%
RFS
236
Richardson Financial Services
Massachusetts
$388K -$36.4K -1,287 -8%
BCM
237
Brookstone Capital Management
Illinois
$386K -$7.6K -269 -2%
NP
238
NorthRock Partners
Minnesota
$386K -$401K -14,190 -51%
IWM
239
IHT Wealth Management
Illinois
$384K -$7.54M -266,647 -95%
EWM
240
Empirical Wealth Management
Washington
$378K +$383K +13,554 New
RW
241
Rede Wealth
Virginia
$366K -$187K -6,619 -34%
AP
242
Americana Partners
Texas
$365K -$60.5K -2,142 -14%
AWM
243
Axxcess Wealth Management
California
$363K -$3.42K -121 -0.9%
GS
244
GTS Securities
Florida
$362K -$27.2K -961 -7%
Citigroup
245
Citigroup
New York
$362K -$9.89K -350 -3%
LMKC
246
L.M. Kohn & Company
Ohio
$360K -$1.2M -42,609 -77%
CW
247
Cook Wealth
North Carolina
$342K
MCWS
248
McKinley Carter Wealth Services
West Virginia
$339K +$16.6K +588 +5%
MWA
249
Medallion Wealth Advisors
Connecticut
$333K +$332K +11,755 New
Focus Partners Wealth
250
Focus Partners Wealth
Massachusetts
$324K +$328K +11,606 New