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State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI

Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
276
SOL Capital Management
Maryland
$351K +$353K +12,256 New
SWM
277
Seaside Wealth Management
California
$340K -$3.03K -105 -0.9%
SB
278
Strategic Blueprint
Georgia
$330K +$519 +18 +0.2%
AWM
279
Axxcess Wealth Management
California
$330K +$29 +1 +0%
SHIM
280
Stone House Investment Management
Pennsylvania
$328K +$164K +5,699 +99%
HWP
281
Hibernia Wealth Partners
Louisiana
$325K +$327K +11,335 New
CA
282
Continuum Advisory
Idaho
$325K +$2.8K +97 +0.9%
PWM
283
Perigon Wealth Management
California
$324K -$12.7K -442 -4%
UCFA
284
United Capital Financial Advisors
Texas
$319K +$321K +11,119 New
RFS
285
Richardson Financial Services
Massachusetts
$316K -$7.47K -259 -2%
AWA
286
Archvest Wealth Advisors
California
$311K +$313K +10,846 New
OFS
287
OneAscent Financial Services
Alabama
$304K +$87.3K +3,030 +40%
ARC
288
Advisor Resource Council
Texas
$304K +$22.7K +788 +8%
EWA
289
EverSource Wealth Advisors
Alabama
$303K +$153K +5,300 +100%
CW
290
CreativeOne Wealth
Kansas
$298K +$300K +10,392 New
CF
291
Convergence Financial
Missouri
$298K +$300K +10,392 New
GWM
292
Geneos Wealth Management
Colorado
$297K – – –
PCIA
293
Prime Capital Investment Advisors
Kansas
$293K +$115 +4 +0%
CWMGP
294
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$292K +$1.79K +62 +0.6%
EWM
295
Empirical Wealth Management
Washington
$290K +$32.2K +1,117 +12%
BC
296
Burney Company
Virginia
$286K +$19.2K +665 +7%
TNBTD
297
Trustmark National Bank Trust Department
Mississippi
$285K – – –
KFAA
298
Klaas Financial Asset Advisors
Illinois
$282K – – –
BF
299
Brucke Financial
Indiana
$278K -$17.4K -605 -6%
IA
300
Invested Advisors
Pennsylvania
$273K +$4.5K +156 +2%
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