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State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI

Name Holding Trade Value Shares
Change 		Change in
Stake
SPIA
251
Steward Partners Investment Advisory
New York
$568K +$116 +4 +0%
M1FG
252
Mach-1 Financial Group
Arkansas
$550K +$552K +19,068 New
AAS
253
Ameritas Advisory Services
Nebraska
$548K +$550K +18,998 New
MIH
254
Meitav Investment House
Israel
$548K +$177K +6,119 +48%
BWAM
255
Boyd Watterson Asset Management
Ohio
$540K -$361K -12,466 -40%
NFG
256
Northbridge Financial Group
Florida
$529K +$531K +18,359 New
BRPW
257
Ballast Rock Private Wealth
South Carolina
$529K +$530K +18,329 New
WPC
258
Wedmont Private Capital
Pennsylvania
$521K +$522K +18,045 New
TVAMP
259
Tennessee Valley Asset Management Partners
Tennessee
$518K +$520K +17,963 New
CRC
260
Curi RMB Capital
Illinois
$513K +$54.5K +1,883 +12%
RIS
261
Richmond Investment Services
Wisconsin
$506K -$463K -15,991 -48%
SC
262
Savant Capital
Illinois
$497K +$1.68K +58 +0.3%
TFP
263
TrueWealth Financial Partners
Washington
$484K +$486K +16,785 New
TBF
264
True Blue Financial
Michigan
$484K +$486K +16,785 New
WAP
265
Wealthcare Advisory Partners
Pennsylvania
$464K +$6.83K +236 +1%
RFP
266
Root Financial Partners
California
$460K -$27.2K -939 -6%
DAS
267
Diversify Advisory Services
Utah
$449K -$12.4K -428 -3%
WWA
268
WCG Wealth Advisors
Nevada
$446K +$447K +15,452 New
CFS
269
Coordinated Financial Services
Colorado
$446K +$1.5K +52 +0.3%
WIA
270
World Investment Advisors
California
$440K +$442K +15,258 New
HI
271
Harbour Investments
Wisconsin
$439K -$1.33K -46 -0.3%
RIA
272
Realta Investment Advisors
Delaware
$420K -$8.71K -301 -2%
KP
273
Keel Point
Alabama
$412K +$10.6K +367 +3%
AP
274
Americana Partners
Texas
$405K -$3.18K -110 -0.8%
FHC
275
First Horizon Corporation
Tennessee
$398K +$201K +6,950 +101%
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