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State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI

Name Holding Trade Value Shares
Change 		Change in
Stake
NFG
251
Northbridge Financial Group
Florida
$578K +$83.8K +2,947 +17%
BWM
252
Boyd Wealth Management
California
$571K +$3.9K +137 +0.7%
APFP
253
Action Point Financial Planning
Michigan
$564K +$565K +19,873 New
PP
254
Patron Partners
Texas
$561K -$117K -4,111 -17%
MIH
255
Meitav Investment House
Israel
$548K -$36.7K -1,289 -6%
BF
256
Brooklyn FI
New York
$533K +$104K +3,666 +24%
SP
257
Sequent Planning
Nebraska
$519K +$277K +9,731 +114%
CRC
258
Curi RMB Capital
Illinois
$517K +$23.5K +827 +5%
TSS
259
Two Sigma Securities
New York
$496K +$497K +17,480 New
GKWIM
260
Gerber Kawasaki Wealth & Investment Management
California
$488K -$291K -10,231 -37%
CWD
261
Clarity Wealth Development
Oregon
$479K -$1.15M -40,426 -71%
CSPIA
262
Cary Street Partners Investment Advisory
Virginia
$476K +$71.5K +2,515 +18%
NS
263
Northland Securities
Minnesota
$474K +$3.47K +122 +0.7%
JF
264
Joule Financial
Kentucky
$454K +$454K +15,978 New
WAP
265
Wealthcare Advisory Partners
Pennsylvania
$447K -$9.64K -339 -2%
IAS
266
IMA Advisory Services
Colorado
$438K +$438K +15,413 New
WPC
267
Wedmont Private Capital
Pennsylvania
$433K -$115K -4,038 -21%
DWM
268
Diversify Wealth Management
Utah
$427K +$5.18K +182 +1%
DAS
269
Diversify Advisory Services
Utah
$427K +$432K +15,187 New
GSWM
270
Golden State Wealth Management
California
$409K -$488K -17,152 -54%
KP
271
Keel Point
Alabama
$405K -$313 -11 -0.1%
AAM
272
Augustine Asset Management
Florida
$404K -$39.4K -1,386 -9%
CF
273
Convergence Financial
Missouri
$394K +$98.7K +3,470 +33%
AWM
274
Axxcess Wealth Management
California
$391K +$64.7K +2,275 +20%
WIA
275
World Investment Advisors
California
$390K -$1.79K -63 -0.5%
9 10
11
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