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State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI

Name Holding Trade Value Shares
Change 		Change in
Stake
AAP
301
Arax Advisory Partners
Colorado
$3.89K -$3.9K -138 -50%
FFA
302
Founders Financial Alliance
North Carolina
$3.18K +$3.19K +113 New
WPWM
303
Western Pacific Wealth Management
Illinois
$2.71K +$2.71K +96 New
CT
304
Cambridge Trust
Massachusetts
$2.54K – – –
PP
305
PrairieView Partners
Minnesota
$2K – – –
GWSA
306
Global Wealth Strategies & Associates
Colorado
$1.52K +$1.52K +54 New
RFG
307
REAP Financial Group
Texas
$1.3K -$2.51K -89 -66%
HIA
308
Harbor Investment Advisory
Maryland
$1.07K +$1.07K +38 New
CAM
309
Creekmur Asset Management
Illinois
$930 – – –
CPG
310
Cornerstone Planning Group
New Jersey
$863 +$28 +1 +3%
PP
311
Pacifica Partners
Canada
$421 – – –
LFG
312
Larson Financial Group
Missouri
$366 – – –
RFG
313
RFP Financial Group
Georgia
$165 -$134K -4,735 -100%
FFA
314
Frazier Financial Advisors
Ohio
$145 – – –
SIS
315
Sound Income Strategies
Florida
$126 -$5.82K -206 -98%
SI
316
SimpliFi Inc
California
– -$6.91M -251,076 Closed
RWA
317
Redhawk Wealth Advisors
Minnesota
– -$4.01M -140,539 Closed
GS
318
GTS Securities
Florida
– -$2.85M -99,775 Closed
TSS
319
Two Sigma Securities
New York
– -$2.11M -73,875 Closed
HF
320
HRT Financial
New York
– -$1.38M -48,259 Closed
FPAS
321
Focus Partners Advisor Solutions
Missouri
– -$921K -32,256 Closed
SAG
322
SageView Advisory Group
California
– -$647K -22,733 Closed
CIR
323
Clear Investment Research
Georgia
– -$484K -16,949 Closed
HT
324
Headlands Technologies
Illinois
– -$442K -15,474 Closed
OWA
325
Outlook Wealth Advisors
Texas
– -$406K -14,232 Closed
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