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State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI

Name Holding Trade Value Shares
Change 		Change in
Stake
BRWA
276
B. Riley Wealth Advisors
Florida
– -$838K -28,972 Closed
IWM
277
IHT Wealth Management
Illinois
– -$820K -28,318 Closed
RWA
278
Rooted Wealth Advisors
Illinois
– -$765K -26,485 Closed
CBFP
279
Cedar Brook Financial Partners
Ohio
– -$718K -24,823 Closed
BCI
280
Brinker Capital Investments
Pennsylvania
– -$714K -24,655 Closed
OPS
281
Orion Portfolio Solutions
Nebraska
– -$714K -24,655 Closed
Citadel Advisors
282
Citadel Advisors
Florida
– -$696K -24,183 Closed
Qube Research & Technologies (QRT)
283
Qube Research & Technologies (QRT)
United Kingdom
– -$634K -21,906 Closed
ATPW
284
Ashton Thomas Private Wealth
Arizona
– -$518K -17,892 Closed
DSN
285
D. Scott Neal
Kentucky
– -$492K -16,994 Closed
T
286
TCWP
Ohio
– -$463K -16,013 Closed
SIC
287
Sterling Investment Counsel
New York
– -$398K -13,748 Closed
WAP
288
Wealthcare Advisory Partners
Pennsylvania
– -$331K -11,450 Closed
FIM
289
Freedom Investment Management
Connecticut
– -$280K -9,672 Closed
BWP
290
Balboa Wealth Partners
Arizona
– -$235K -8,134 Closed
WA
291
WBH Advisory
Maryland
– -$234K -8,100 Closed
LFG
292
Lockerman Financial Group
California
– -$206K -7,119 Closed
FAG
293
Fortitude Advisory Group
Washington
– -$201K -6,961 Closed
AAS
294
Ameritas Advisory Services
Nebraska
– -$130K -4,487 Closed
WEG
295
World Equity Group
Illinois
– -$240K -3,712 Closed
GFWA
296
Grey Fox Wealth Advisors
Delaware
– -$77.9K -2,691 Closed
GWS
297
Glassman Wealth Services
Virginia
– -$68.2K -2,357 Closed
BFPW
298
BOK Financial Private Wealth
Colorado
– -$56.2K -1,943 Closed
BWL
299
Bogart Wealth LLC
Virginia
– -$16.9K -584 Closed
GFPC
300
Global Financial Private Client
Florida
– -$14.3K -493 Closed
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