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State Street SPDR Portfolio Intermediate Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VFPW
226
Vantage Financial Partners (Wisconsin)
Wisconsin
$622K -$227K -8,083 -27%
GS
227
GWN Securities
Florida
$618K +$608K +21,604 New
VCM
228
Virtue Capital Management
Tennessee
$603K +$74.9K +2,661 +14%
BWMG
229
Barnes Wealth Management Group
California
$582K -$17.5K -622 -3%
CAM
230
Clark Asset Management
New Hampshire
$576K +$243K +8,646 +75%
WAP
231
Wealthcare Advisory Partners
Pennsylvania
$555K +$36.2K +1,285 +7%
OS
232
Objectivity Squared
South Carolina
$547K -$226K -8,021 -29%
HBS
233
Howard Bailey Securities
Indiana
$526K -$110K -3,896 -17%
BCM
234
Boltwood Capital Management
California
$526K
MWM
235
Modern Wealth Management
Kansas
$502K +$494K +17,563 New
RA
236
RFG Advisory
Alabama
$482K +$475K +16,877 New
AQR Capital Management
237
AQR Capital Management
Connecticut
$478K -$7.23K -257 -2%
MWA
238
Medallion Wealth Advisors
Connecticut
$478K +$141K +5,000 +43%
Cerity Partners
239
Cerity Partners
New York
$477K -$230K -8,180 -33%
BAM
240
Belpointe Asset Management
Nevada
$471K +$464K +16,495 New
DAS
241
Diversify Advisory Services
Utah
$465K +$7.85K +279 +2%
CFS
242
Coordinated Financial Services
Colorado
$463K -$22K -783 -5%
RFP
243
Root Financial Partners
California
$462K -$38.8K -1,377 -8%
Betterment LLC
244
Betterment LLC
New York
$459K -$58.7K -2,087 -11%
CRC
245
Curi RMB Capital
Illinois
$454K -$2.62K -93 -0.6%
SW
246
SMART Wealth
Nebraska
$424K -$463K -16,445 -53%
COCM
247
Charter Oak Capital Management
New Hampshire
$422K +$415K +14,757 New
KP
248
Keel Point
Alabama
$419K -$104K -3,702 -20%
RIA
249
Realta Investment Advisors
Delaware
$405K +$113K +4,023 +40%
NL
250
NWAM LLC
Washington
$404K -$436K -15,482 -52%