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State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI

Name Holding Trade Value Shares
Change 		Change in
Stake
KFGK
301
Keystone Financial Group (Kentucky)
Kentucky
$272K +$40K +1,388 +17%
RCA
302
Resonant Capital Advisors
Wisconsin
$269K +$3.29K +114 +1%
AP
303
Americana Partners
Texas
$268K -$136K -4,704 -33%
UB
304
UMB Bank
Missouri
$267K -$109K -3,791 -29%
TCIIS
305
TIAA-CREF Individual & Institutional Services
New York
$264K +$266K +9,215 New
ZF
306
Zhang Financial
Michigan
$264K +$54.9K +1,905 +26%
NL
307
NWAM LLC
Washington
$262K – – –
AA
308
Apriem Advisors
California
$258K -$12.4M -428,867 -98%
MFT
309
Moisand Fitzgerald Tamayo
Florida
$257K -$112K -3,891 -30%
VFG
310
Victory Financial Group
Texas
$255K -$15.2K -527 -6%
SF
311
Symphony Financial
Texas
$254K +$13.3K +463 +6%
IA
312
Integrity Alliance
Iowa
$253K +$254K +8,815 New
CAM
313
Clark Asset Management
New Hampshire
$248K -$115K -4,006 -32%
MYIA
314
Mount Yale Investment Advisors
Colorado
$246K -$4.47M -155,212 -95%
SP
315
Sequent Planning
Nebraska
$245K +$7.24K +251 +3%
TFCP
316
Twin Focus Capital Partners
Massachusetts
$244K – – –
ACA
317
Aptus Capital Advisors
Alabama
$239K +$164K +5,691 +215%
BCM
318
Brookstone Capital Management
Illinois
$235K -$141K -4,890 -37%
CCG
319
Capital CS Group
California
$232K -$3.17K -110 -1%
IG
320
IFS Group
Pennsylvania
$231K +$232K +8,047 New
FWI
321
Facet Wealth Inc
Maryland
$230K -$912K -31,652 -80%
ASN
322
Advisory Services Network
Georgia
$229K +$980 +34 +0.4%
WF
323
WealthPoint Financial
North Carolina
$228K +$229K +7,955 New
DA
324
Detalus Advisors
Missouri
$219K +$220K +7,627 New
PCM
325
Parsons Capital Management
Rhode Island
$215K +$216K +7,500 New
11 12
13
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