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State Street SPDR Portfolio Intermediate Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CRC
251
Curi RMB Capital
Illinois
$460K
WAP
252
Wealthcare Advisory Partners
Pennsylvania
$458K -$92K -3,202 -17%
CFS
253
Coordinated Financial Services
Colorado
$445K
HI
254
Harbour Investments
Wisconsin
$442K +$77.9K +2,710 +22%
COCM
255
Charter Oak Capital Management
New Hampshire
$434K +$3.73K +130 +0.9%
RIA
256
Realta Investment Advisors
Delaware
$429K -$34.4K -1,198 -7%
AP
257
Americana Partners
Texas
$409K +$9.83K +342 +2%
KP
258
Keel Point
Alabama
$402K +$6.09K +212 +2%
BWM
259
Boyd Wealth Management
California
$399K -$11.8K -409 -3%
GM
260
GeoWealth Management
Illinois
$387K +$112K +3,907 +41%
CBA
261
Coastal Bridge Advisors
Connecticut
$386K -$14.7K -510 -4%
BRWA
262
B. Riley Wealth Advisors
Florida
$381K +$156K +5,420 +70%
Citigroup
263
Citigroup
New York
$375K -$160K -5,555 -30%
BCM
264
Brookstone Capital Management
Illinois
$375K -$8.48K -295 -2%
HFS
265
Heritage Financial Services
Massachusetts
$373K
MIH
266
Meitav Investment House
Israel
$372K +$370K +12,879 New
MFT
267
Moisand Fitzgerald Tamayo
Florida
$372K
MWA
268
Medallion Wealth Advisors
Connecticut
$367K -$1.44K -50 -0.4%
PWM
269
Perigon Wealth Management
California
$364K +$118K +4,093 +48%
BF
270
Brooklyn FI
New York
$356K +$74.4K +2,589 +27%
RWM
271
Ritholtz Wealth Management
New York
$355K +$66.3K +2,308 +23%
AWM
272
Axxcess Wealth Management
California
$338K -$8.99K -313 -3%
CA
273
Continuum Advisory
Idaho
$332K -$86.9K -3,023 -21%
SWM
274
Seaside Wealth Management
California
$331K +$51.3K +1,787 +18%
BWCS
275
Beirne Wealth Consulting Services
Connecticut
$327K +$325K +11,313 New