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State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI

Name Holding Trade Value Shares
Change 		Change in
Stake
CP
251
Castleview Partners
Texas
$6.99K -$2.63K -94 -27%
WT
252
Washington Trust
Rhode Island
$6.88K – – –
AA
253
Ancora Advisors
Ohio
$4.1K – – –
AF
254
Advisornet Financial
Minnesota
$3.02K +$28 +1 +0.9%
HPC
255
HM Payson & Co
Maine
$2.78K +$2.82K +101 New
GJIA
256
Glass Jacobson Investment Advisors
Maryland
$2.75K – – –
CT
257
Cambridge Trust
Massachusetts
$2.48K – – –
GGI
258
Godsey & Gibb Inc
Virginia
$2.04K – – –
PP
259
PrairieView Partners
Minnesota
$1K -$279 -10 -14%
CPG
260
Cornerstone Planning Group
New Jersey
$853 – – –
AWA
261
Authentikos Wealth Advisory
California
$798 +$810 +29 New
CSPIA
262
Cary Street Partners Investment Advisory
Virginia
$716 +$727 +26 New
LFG
263
Larson Financial Group
Missouri
$578 – – –
FWP
264
FAS Wealth Partners
Kansas
$469 +$475 +17 New
PP
265
Pacifica Partners
Canada
$410 – – –
CIAS
266
Capital Investment Advisory Services
North Carolina
$303 – – –
KFS
267
Kelly Financial Services
Massachusetts
$21 – – –
BWM
268
Boyd Wealth Management
California
– -$14.1M -498,526 Closed
HWM
269
Horizon Wealth Management
Illinois
– -$12.6M -444,285 Closed
VWA
270
V Wealth Advisors
Kansas
– -$2.25M -79,551 Closed
HF
271
HRT Financial
New York
– -$2.19M -77,305 Closed
AWM
272
Apollon Wealth Management
South Carolina
– -$1.98M -69,830 Closed
TAIM
273
TD Ameritrade Investment Management
Nebraska
– -$1.78M -62,864 Closed
OWM
274
Opes Wealth Management
California
– -$669K -23,638 Closed
BCM
275
Boltwood Capital Management
California
– -$525K -18,575 Closed
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