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State Street SPDR Portfolio Intermediate Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BPW
276
BlueDoor Private Wealth
Massachusetts
$384K
RIA
277
Realta Investment Advisors
Delaware
$382K +$2.62K +92 +0.7%
BF
278
Brucke Financial
Indiana
$358K +$83K +2,918 +30%
SB
279
Strategic Blueprint
Georgia
$355K +$28.4K +999 +9%
RW
280
Rede Wealth
Virginia
$352K +$353K +12,395 New
AFG
281
Atomi Financial Group
New York
$337K +$338K +11,874 New
Fidelity Investments
282
Fidelity Investments
Massachusetts
$334K -$63K -2,215 -16%
SWM
283
Seaside Wealth Management
California
$331K -$5.18K -182 -2%
PWM
284
Perigon Wealth Management
California
$330K +$9.19K +323 +3%
NB
285
Nicolet Bankshares
Wisconsin
$325K +$327K +11,497 New
ML
286
McAdam LLC
Pennsylvania
$321K -$99.8K -3,511 -24%
CW
287
CreativeOne Wealth
Kansas
$313K +$18.3K +645 +6%
RFS
288
Richardson Financial Services
Massachusetts
$308K -$4.46K -157 -1%
BCM
289
Brookstone Capital Management
Illinois
$307K +$74.8K +2,629 +32%
OFS
290
OneAscent Financial Services
Alabama
$302K +$370 +13 +0.1%
PCM
291
Parsons Capital Management
Rhode Island
$298K +$85.3K +3,000 +40%
MFN
292
Midwest Financial Network
Illinois
$296K +$297K +10,438 New
SIS
293
Sound Income Strategies
Florida
$291K +$269K +9,443 +1,157%
IA
294
Invested Advisors
Pennsylvania
$291K +$21.1K +742 +8%
EWM
295
Empirical Wealth Management
Washington
$286K -$995 -35 -0.3%
KFGK
296
Keystone Financial Group (Kentucky)
Kentucky
$285K +$15.6K +548 +6%
YIH
297
Y-Intercept (HK)
Hong Kong
$284K +$285K +10,011 New
GM
298
GeoWealth Management
Illinois
$283K +$284K +9,977 New
TNBTD
299
Trustmark National Bank Trust Department
Mississippi
$282K
KFAA
300
Klaas Financial Asset Advisors
Illinois
$280K