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State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
401
Modern Wealth Management
Kansas
– -$502K -17,563 Closed
RA
402
RFG Advisory
Alabama
– -$482K -16,877 Closed
CW
403
Cook Wealth
North Carolina
– -$351K -12,256 Closed
NWM
404
Napa Wealth Management
California
– -$298K -10,442 Closed
SA
405
Sovran Advisors
California
– -$288K -10,083 Closed
TI
406
TrueMark Investments
Illinois
– -$254K -8,878 Closed
CAM
407
Cresset Asset Management
Illinois
– -$251K -8,770 Closed
CF
408
Convergence Financial
Missouri
– -$206K -7,205 Closed
RWP
409
RWA Wealth Partners
Massachusetts
– -$203K -7,109 Closed
CCM
410
Coldstream Capital Management
Washington
– -$151K -5,300 Closed
WF
411
Wayfinding Financial
Washington
– -$65K -2,294 Closed
FAM
412
Flaharty Asset Management
Florida
– -$48.3K -1,691 Closed
PFBT
413
Parkside Financial Bank & Trust
Missouri
– -$38.8K -1,356 Closed
KSWA
414
Kathleen S. Wright Associates
Pennsylvania
– -$16.9K -590 Closed
HCP
415
Hexagon Capital Partners
Arkansas
– -$12.8K -448 Closed
DFA
416
DHJJ Financial Advisors
Illinois
– -$9.83K -344 Closed
WT
417
Washington Trust
Rhode Island
– -$7.14K -250 Closed
WP
418
WealthShield Partners
North Carolina
– -$3.2K -112 Closed
SWM
419
Spire Wealth Management
Virginia
– -$2.74K -96 Closed
DWM
420
Darwin Wealth Management
Florida
– -$501 -18 Closed
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17