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State Street SPDR Portfolio Intermediate Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
276
Fidelity Investments
Massachusetts
$395K +$169K +5,845 +75%
BPW
277
BlueDoor Private Wealth
Massachusetts
$390K +$391K +13,511 New
CBA
278
Coastal Bridge Advisors
Connecticut
$385K -$521 -18 -0.1%
UB
279
UMB Bank
Missouri
$378K +$379K +13,105 New
BCM
280
Brookstone Capital Management
Illinois
$377K +$2.78K +96 +0.7%
BF
281
Brooklyn FI
New York
$377K +$22.2K +766 +6%
BRWA
282
B. Riley Wealth Advisors
Florida
$374K -$5.99K -207 -2%
HFS
283
Heritage Financial Services
Massachusetts
$372K
COCM
284
Charter Oak Capital Management
New Hampshire
$372K -$61.4K -2,122 -14%
MFT
285
Moisand Fitzgerald Tamayo
Florida
$371K
CAM
286
Clark Asset Management
New Hampshire
$365K +$48.2K +1,666 +15%
SWM
287
Seaside Wealth Management
California
$345K +$14.3K +493 +4%
ML
288
McAdam LLC
Pennsylvania
$343K +$344K +11,889 New
CAPTRUST Financial Advisors
289
CAPTRUST Financial Advisors
North Carolina
$341K +$342K +11,812 New
PWM
290
Perigon Wealth Management
California
$339K -$24.3K -841 -7%
RFS
291
Richardson Financial Services
Massachusetts
$335K +$14.9K +514 +5%
CB
292
Centennial Bank
Arkansas
$333K +$135K +4,673 +68%
AWM
293
Axxcess Wealth Management
California
$332K -$5.7K -197 -2%
SB
294
Strategic Blueprint
Georgia
$332K +$333K +11,495 New
RWM
295
Ritholtz Wealth Management
New York
$330K -$24.8K -856 -7%
CA
296
Continuum Advisory
Idaho
$324K -$7K -242 -2%
AWA
297
A4 Wealth Advisors
North Carolina
$312K -$164K -5,674 -34%
APW
298
Austin Private Wealth
Texas
$303K +$21.5K +742 +8%
GWM
299
Geneos Wealth Management
Colorado
$299K +$75.8K +2,620 +34%
BF
300
Brucke Financial
Indiana
$297K -$637 -22 -0.2%