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State Street SPDR Portfolio Intermediate Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EP
251
Edgestream Partners
New Jersey
$443K +$439K +15,401 New
CFS
252
Coordinated Financial Services
Colorado
$443K -$23K -808 -5%
WIM
253
WealthPlan Investment Management
Nebraska
$431K +$427K +14,976 New
COCM
254
Charter Oak Capital Management
New Hampshire
$428K +$3.7K +130 +0.9%
CA
255
Continuum Advisory
Idaho
$417K +$89.3K +3,136 +28%
AFG
256
Atomi Financial Group
New York
$411K -$448K -15,719 -52%
BWM
257
Boyd Wealth Management
California
$409K +$405K +14,221 New
CBA
258
Coastal Bridge Advisors
Connecticut
$399K +$395K +13,871 New
AP
259
Americana Partners
Texas
$398K -$3.67K -129 -0.9%
KP
260
Keel Point
Alabama
$394K -$26.7K -937 -6%
GFPC
261
Global Financial Private Client
Florida
$387K +$383K +13,436 New
AAS
262
Avantax Advisory Services
Texas
$385K +$58.4K +2,052 +18%
BCM
263
Brookstone Capital Management
Illinois
$382K -$15.7K -550 -4%
HFS
264
Heritage Financial Services
Massachusetts
$371K
MFT
265
Moisand Fitzgerald Tamayo
Florida
$370K -$2.76K -97 -0.7%
SW
266
SMART Wealth
Nebraska
$369K -$57.2K -2,007 -14%
Lido Advisors
267
Lido Advisors
California
$369K +$365K +12,814 New
MWA
268
Medallion Wealth Advisors
Connecticut
$365K -$114K -4,000 -24%
HI
269
Harbour Investments
Wisconsin
$362K +$350K +12,284 +4,325%
AWM
270
Axxcess Wealth Management
California
$346K +$2.56K +90 +0.8%
RW
271
Rede Wealth
Virginia
$338K -$17.8K -625 -5%
ZI
272
ZEGA Investments
Florida
$333K +$119K +4,183 +56%
CCA
273
Cobblestone Capital Advisors
New York
$323K
CWM
274
Congress Wealth Management
Massachusetts
$321K -$73M -2,561,647 -100%
TNBTD
275
Trustmark National Bank Trust Department
Mississippi
$318K