We are live on ! Find out more
SPTI icon

State Street SPDR Portfolio Intermediate Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
101
Collaborative Wealth Management
Florida
$882K +$883K +27,518 New
CA
102
Continuum Advisory
Idaho
$842K -$13.7K -428 -2%
ACM
103
AlphaStar Capital Management
North Carolina
$826K -$216K -6,742 -20%
PWMG
104
Pinnacle Wealth Management Group
Michigan
$816K -$49.7K -1,547 -6%
MWA
105
MFA Wealth Advisors
Pennsylvania
$805K +$81K +2,522 +11%
B
106
Bailard
California
$768K -$309K -9,615 -29%
FC
107
Financial Consulate
Maryland
$744K -$17.7K -551 -2%
SWA
108
Stratos Wealth Advisors
Ohio
$732K +$480K +14,959 +190%
PWG
109
Private Wealth Group
Florida
$696K -$7.13M -221,993 -91%
Cetera Investment Advisers
110
Cetera Investment Advisers
Illinois
$692K +$125K +3,879 +22%
FIM
111
Freedom Investment Management
Connecticut
$687K -$244K -7,615 -26%
NA
112
Nottingham Advisors
New York
$665K +$3.02K +94 +0.5%
IA
113
IFS Advisors
Kansas
$636K -$117K -3,633 -15%
CCFM
114
Clear Creek Financial Management
Washington
$629K -$147K -4,569 -19%
EFG
115
Erickson Financial Group
Pennsylvania
$627K +$628K +19,561 New
CF
116
Convergence Financial
Missouri
$626K +$628K +19,545 New
DFC
117
DB Fitzpatrick & Co
Idaho
$615K +$616K +19,199 New
GLA
118
Good Life Advisors
Pennsylvania
$612K +$24.7K +769 +4%
ACK
119
Andrew C. Karlinski
$602K +$603K +18,787 New
HWM
120
Heirloom Wealth Management
Colorado
$594K +$603K +18,791 New
Charles Schwab
121
Charles Schwab
California
$567K -$16.1K -500 -3%
YAL
122
Your Advocates Ltd
Texas
$555K +$332K +10,341 +148%
KAS
123
Kestra Advisory Services
Texas
$524K -$1.27M -39,473 -71%
HighTower Advisors
124
HighTower Advisors
Illinois
$519K +$519K +16,166 New
Commonwealth Equity Services
125
Commonwealth Equity Services
Massachusetts
$505K +$129K +4,006 +34%