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State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI

Name Holding Trade Value Shares
Change 		Change in
Stake
PCIA
301
Prime Capital Investment Advisors
Kansas
$279K -$11.3K -399 -4%
SF
302
Symphony Financial
Texas
$274K +$21.8K +767 +9%
RCA
303
Resonant Capital Advisors
Wisconsin
$267K – – –
IA
304
Integrity Alliance
Iowa
$266K +$16K +563 +6%
AP
305
Americana Partners
Texas
$266K +$683 +24 +0.3%
ARC
306
Advisor Resource Council
Texas
$265K -$34.5K -1,213 -11%
GWM
307
Geneos Wealth Management
Colorado
$265K -$29.7K -1,046 -10%
IWAO
308
Independence Wealth Advisors (Ohio)
Ohio
$264K -$930K -32,707 -78%
TCIIS
309
TIAA-CREF Individual & Institutional Services
New York
$262K – – –
ZF
310
Zhang Financial
Michigan
$261K – – –
FWI
311
Facet Wealth Inc
Maryland
$261K +$33.8K +1,187 +15%
WF
312
WealthPoint Financial
North Carolina
$258K +$32.1K +1,127 +14%
MFT
313
Moisand Fitzgerald Tamayo
Florida
$255K – – –
HWP
314
Hibernia Wealth Partners
Louisiana
$247K -$74.8K -2,629 -23%
TFCP
315
Twin Focus Capital Partners
Massachusetts
$242K – – –
NL
316
NWAM LLC
Washington
$238K -$21.6K -759 -8%
FIA
317
Foundations Investment Advisors
Arizona
$234K +$235K +8,259 New
RA
318
RFG Advisory
Alabama
$230K -$229K -8,062 -50%
CAM
319
Clark Asset Management
New Hampshire
$230K -$15.6K -550 -6%
CP
320
Clarendon Private
Massachusetts
$230K -$432K -15,202 -65%
OMC
321
Old Mission Capital
Illinois
$230K +$230K +8,098 New
VFG
322
Victory Financial Group
Texas
$225K -$28.1K -989 -11%
CA
323
Continuum Advisory
Idaho
$217K -$104K -3,673 -32%
BAM
324
Belpointe Asset Management
Nevada
$217K -$953K -33,495 -81%
DA
325
Detalus Advisors
Missouri
$216K -$57 -2 -0%
11 12
13
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