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State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
251
Boyd Wealth Management
California
$571K +$3.9K +137 +0.7%
APFP
252
Action Point Financial Planning
Michigan
$564K +$565K +19,873 New
PP
253
Patron Partners
Texas
$561K -$117K -4,111 -17%
MIH
254
Meitav Investment House
Israel
$548K -$36.7K -1,289 -6%
BF
255
Brooklyn FI
New York
$533K +$104K +3,666 +24%
SP
256
Sequent Planning
Nebraska
$519K +$277K +9,731 +114%
CRC
257
Curi RMB Capital
Illinois
$517K +$23.5K +827 +5%
TSS
258
Two Sigma Securities
New York
$496K +$497K +17,480 New
GKWIM
259
Gerber Kawasaki Wealth & Investment Management
California
$488K -$291K -10,231 -37%
CWD
260
Clarity Wealth Development
Oregon
$479K -$1.15M -40,426 -71%
CSPIA
261
Cary Street Partners Investment Advisory
Virginia
$476K +$71.5K +2,515 +18%
NS
262
Northland Securities
Minnesota
$474K +$3.47K +122 +0.7%
JF
263
Joule Financial
Kentucky
$454K +$454K +15,978 New
WAP
264
Wealthcare Advisory Partners
Pennsylvania
$447K -$9.64K -339 -2%
IAS
265
IMA Advisory Services
Colorado
$438K +$438K +15,413 New
WPC
266
Wedmont Private Capital
Pennsylvania
$433K -$115K -4,038 -21%
DWM
267
Diversify Wealth Management
Utah
$427K +$5.18K +182 +1%
DAS
268
Diversify Advisory Services
Utah
$427K +$432K +15,187 New
GSWM
269
Golden State Wealth Management
California
$409K -$488K -17,152 -54%
KP
270
Keel Point
Alabama
$405K -$313 -11 -0.1%
AAM
271
Augustine Asset Management
Florida
$404K -$39.4K -1,386 -9%
CF
272
Convergence Financial
Missouri
$394K +$98.7K +3,470 +33%
AWM
273
Axxcess Wealth Management
California
$391K +$64.7K +2,275 +20%
WIA
274
World Investment Advisors
California
$390K -$1.79K -63 -0.5%
SAM
275
Smithbridge Asset Management
Pennsylvania
$385K -$38.3K -1,348 -9%
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