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State Street SPDR Portfolio Intermediate Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WWM
101
WJ Wealth Management
Arizona
$499K -$132K -4,080 -21%
BI
102
Berkeley Inc
Idaho
$487K -$4.94K -153 -1%
BCM
103
Boltwood Capital Management
California
$474K +$73.5K +2,275 +18%
Cetera Investment Advisers
104
Cetera Investment Advisers
Illinois
$468K +$251K +7,767 +116%
EH
105
Equitable Holdings
New York
$462K +$121K +3,758 +36%
OBWG
106
Onyx Bridge Wealth Group
New York
$459K -$251K -7,759 -36%
DIM
107
Delta Investment Management
California
$440K +$439K +13,581 New
CPFP
108
Clear Perspectives Financial Planning
Ohio
$424K -$58.8K -1,819 -12%
Citigroup
109
Citigroup
New York
$423K -$38.4K -1,187 -8%
GHA
110
GW Henssler & Associates
Georgia
$410K +$40.5K +1,253 +11%
CA
111
CGN Advisors
Kansas
$409K +$33.3K +1,031 +9%
MML Investors Services
112
MML Investors Services
Massachusetts
$395K -$102K -3,163 -21%
CRC
113
Curi RMB Capital
Illinois
$387K
CA
114
Cetera Advisors
Colorado
$370K +$62.6K +1,937 +20%
IFG
115
Investors Financial Group
Minnesota
$356K -$756K -23,406 -68%
GWM
116
Geneos Wealth Management
Colorado
$320K +$33.1K +1,025 +12%
Commonwealth Equity Services
117
Commonwealth Equity Services
Massachusetts
$282K +$282K +8,736 New
PA
118
Parallel Advisors
California
$280K -$405K -12,537 -59%
MCWS
119
McKinley Carter Wealth Services
West Virginia
$274K -$6.53K -202 -2%
CCA
120
Cobblestone Capital Advisors
New York
$249K
SCA
121
Stonebridge Capital Advisors
Minnesota
$247K +$2.91K +90 +1%
NFG
122
Next Financial Group
Texas
$245K +$164K +5,080 +204%
TSS
123
Two Sigma Securities
New York
$239K -$203K -6,277 -46%
PWA
124
Physician Wealth Advisors
Utah
$236K +$233K +7,207 New
RRWA
125
Rainey & Randall Wealth Advisors
Florida
$233K