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State Street SPDR Portfolio Intermediate Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AP
251
Americana Partners
Texas
$399K +$24.6K +875 +7%
RFS
252
Richardson Financial Services
Massachusetts
$397K +$366 +13 +0.1%
BCM
253
Brookstone Capital Management
Illinois
$395K -$338 -12 -0.1%
NP
254
NorthRock Partners
Minnesota
$377K -$18.3K -650 -5%
Citigroup
255
Citigroup
New York
$371K
LMKC
256
L.M. Kohn & Company
Ohio
$371K +$1.86K +66 +0.5%
MFT
257
Moisand Fitzgerald Tamayo
Florida
$370K -$49.2K -1,747 -12%
AWM
258
AE Wealth Management
Kansas
$370K +$59.2K +2,105 +19%
HFS
259
Heritage Financial Services
Massachusetts
$369K -$218K -7,754 -38%
S
260
SignatureFD
Georgia
$363K +$337K +11,982 +1,688%
RW
261
Rede Wealth
Virginia
$353K -$21.8K -774 -6%
CW
262
Cook Wealth
North Carolina
$351K
IWM
263
IHT Wealth Management
Illinois
$343K -$49.7K -1,765 -13%
AWM
264
Axxcess Wealth Management
California
$341K -$30.4K -1,081 -8%
CA
265
Continuum Advisory
Idaho
$325K +$4.78K +170 +2%
CIA
266
Capital Investment Advisors
Georgia
$324K -$3.63K -129 -1%
AAS
267
Avantax Advisory Services
Texas
$324K -$105K -3,734 -25%
CCA
268
Cobblestone Capital Advisors
New York
$321K
TNBTD
269
Trustmark National Bank Trust Department
Mississippi
$316K +$31.9K +1,134 +11%
CNBOF
270
City National Bank of Florida
Florida
$311K
NWM
271
Napa Wealth Management
California
$298K -$447K -15,889 -60%
VFG
272
Victory Financial Group
Texas
$295K +$290K +10,307 New
SA
273
Sovran Advisors
California
$288K +$40.9K +1,452 +17%
BF
274
Brooklyn FI
New York
$284K
EWM
275
Empirical Wealth Management
Washington
$283K -$103K -3,666 -27%