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State Street SPDR Portfolio Intermediate Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
76
BlackRock
New York
$11K – – –
TIM
77
Tortoise Investment Management
New York
$10K +$10.1K +340 New
AssetMark Inc
78
AssetMark Inc
California
$7K -$3.67M -123,108 -100%
DWM
79
Destination Wealth Management
California
$6K +$6.14K +206 New
APA
80
American Portfolios Advisors
New York
$5.38K +$5.3K +178 New
GRP
81
Global Retirement Partners
California
$5K – – –
RFA
82
Reilly Financial Advisors
California
$5K +$4.77K +160 New
TA
83
TCG Advisors
Texas
$4K +$3.75K +126 New
CAPTRUST Financial Advisors
84
CAPTRUST Financial Advisors
North Carolina
$2K – – –
Northwestern Mutual Wealth Management
85
Northwestern Mutual Wealth Management
Wisconsin
$1K -$6.26K -210 -87%
ADL
86
Asset Dedication LLC
California
$1K +$953 +32 New
TFA
87
TPG Financial Advisors
Oregon
– -$4.31M -144,634 Closed
MPWT
88
MassMutual Private Wealth & Trust
Connecticut
– -$1.8M -60,448 Closed
HighTower Advisors
89
HighTower Advisors
Illinois
– -$445K -14,972 Closed
WP
90
WealthSource Partners
California
– -$298K -9,998 Closed
CFIA
91
Cantor Fitzgerald Investment Advisors
New York
– -$236K -7,920 Closed
BAM
92
Belpointe Asset Management
Nevada
– -$229K -7,690 Closed
PWMG
93
Prestige Wealth Management Group
New Jersey
– -$114K -3,842 Closed
WP
94
WealthShield Partners
North Carolina
– -$14K -480 Closed
W
95
WealthOne
New York
– -$7K -236 Closed
IA
96
IFP Advisors
Florida
– -$3K -100 Closed
TFA
97
Transamerica Financial Advisors
Florida
– -$1K -20 Closed
Fidelity Investments
98
Fidelity Investments
Massachusetts
– +$60 +2 New