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State Street SPDR Portfolio Intermediate Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VIPI
226
Vista Investment Partners II
Indiana
$893K +$63.6K +2,198 +8%
AG
227
Ascent Group
Virginia
$892K -$5.76K -199 -0.6%
IFG
228
Independent Financial Group
California
$892K -$462K -15,970 -34%
IWS
229
Integrity Wealth Solutions
Colorado
$888K +$11.1K +385 +1%
SWP
230
Stratos Wealth Partners
Ohio
$884K -$137K -4,720 -13%
JBC
231
Jefferson Bridge Capital
Tennessee
$870K +$873K +30,177 New
PMWMG
232
Parr McKnight Wealth Management Group
Minnesota
$859K
Vontobel Holding
233
Vontobel Holding
Switzerland
$839K +$32.7K +1,131 +4%
LA
234
Lifeworks Advisors
Michigan
$837K -$5.06K -175 -0.6%
RWM
235
RKL Wealth Management
Pennsylvania
$834K +$39.2K +1,353 +5%
MWM
236
Maridea Wealth Management
New York
$833K +$150K +5,195 +22%
FLPIM
237
F.L. Putnam Investment Management
Massachusetts
$814K +$301K +10,401 +58%
PFA
238
Pathway Financial Advisors
Vermont
$810K -$149K -5,132 -15%
MFS
239
Mattson Financial Services
Michigan
$805K +$31.8K +1,098 +4%
PP
240
Patron Partners
Texas
$711K -$1.39K -48 -0.2%
BW
241
Blalock Williams
Alabama
$710K
HBS
242
Howard Bailey Securities
Indiana
$696K -$128K -4,406 -15%
HP
243
Hilltop Partners
Indiana
$694K +$98K +3,386 +16%
BWMG
244
Barnes Wealth Management Group
California
$678K +$14.7K +509 +2%
CP
245
Clarendon Private
Massachusetts
$647K +$2.63K +91 +0.4%
AC
246
ASB Consultores
Florida
$647K
PIA
247
Perennial Investment Advisors
California
$626K -$186K -6,435 -23%
Corient Private Wealth
248
Corient Private Wealth
Florida
$624K +$35.3K +1,219 +6%
Betterment LLC
249
Betterment LLC
New York
$602K +$23.6K +814 +4%
BWM
250
Boyd Wealth Management
California
$580K +$183K +6,315 +46%