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State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
251
Clark Asset Management
New Hampshire
$321K +$41.6K +1,471 +15%
CIA
252
Capital Investment Advisors
Georgia
$320K -$23K -815 -7%
CCA
253
Cobblestone Capital Advisors
New York
$313K +$317K +11,225 New
CA
254
Continuum Advisory
Idaho
$312K -$79K -2,794 -20%
SW
255
Simplicity Wealth
New Jersey
$304K -$612K -21,664 -67%
CNBOF
256
City National Bank of Florida
Florida
$304K +$308K +10,886 New
AWM
257
AE Wealth Management
Kansas
$302K -$15.2K -536 -5%
EAM
258
Empirical Asset Management
Massachusetts
$290K -$14K -495 -1%
RIA
259
Realta Investment Advisors
Delaware
$283K +$287K +10,160 New
BF
260
Brooklyn FI
New York
$277K +$18.6K +659 +7%
TNBTD
261
Trustmark National Bank Trust Department
Mississippi
$277K +$78.5K +2,777 +39%
ASN
262
Advisory Services Network
Georgia
$276K -$2.12M -74,953 -88%
ACM
263
AlphaStar Capital Management
North Carolina
$271K +$12.7K +448 +5%
GWM
264
Geneos Wealth Management
Colorado
$270K +$31.5K +1,114 +13%
BF
265
Brucke Financial
Indiana
$267K +$269K +9,527 New
ML
266
McAdam LLC
Pennsylvania
$264K -$31.2K -1,103 -10%
ACP
267
Aveo Capital Partners
Colorado
$264K +$19.8K +700 +8%
RWB
268
RMR Wealth Builders
New Jersey
$254K +$258K +9,126 New
DE
269
Diversified Enterprises
Delaware
$249K +$23.5K +831 +10%
TVAMP
270
Tennessee Valley Asset Management Partners
Tennessee
$242K +$246K +8,692 New
SWM
271
Seaside Wealth Management
California
$242K -$1.24K -44 -0.5%
IPWA
272
International Private Wealth Advisors
California
$241K – – –
SA
273
Sovran Advisors
California
$239K +$244K +8,631 New
EWA
274
EverSource Wealth Advisors
Alabama
$234K +$88.3K +3,123 +59%
CCG
275
Capital CS Group
California
$233K +$15.1K +535 +7%
9 10
11
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