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State Street SPDR Portfolio Intermediate Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FFG
101
Frisch Financial Group
New York
$7.55M +$6.18M +213,430 +442%
SFM
102
Signet Financial Management
New Jersey
$7.51M +$258K +8,917 +4%
IA
103
Inspire Advisors
Idaho
$7.14M +$607K +20,960 +9%
IWAO
104
Independence Wealth Advisors (Ohio)
Ohio
$6.99M +$7.02M +242,464 New
ICMP
105
Integrated Capital Management (Pennsylvania)
Pennsylvania
$6.94M +$195K +6,753 +3%
KFI
106
Key Financial Inc
Pennsylvania
$6.8M +$175K +6,044 +3%
DC
107
Davenport & Co
Virginia
$6.53M +$1.09M +37,739 +20%
PFPG
108
Pinnacle Financial Partners (Georgia)
Georgia
$6.22M +$6.24M +215,619 New
Creative Planning
109
Creative Planning
Kansas
$6.15M -$289K -10,002 -4%
VWWMG
110
Vermillion & White Wealth Management Group
Pennsylvania
$6.11M +$241K +8,311 +4%
AI
111
Auour Investments
Massachusetts
$6.1M -$363K -12,540 -6%
WWM
112
Western Wealth Management
Colorado
$6.06M +$976K +33,731 +19%
Northwestern Mutual Wealth Management
113
Northwestern Mutual Wealth Management
Wisconsin
$6.01M +$167K +5,758 +3%
OPWM
114
Oregon Pacific Wealth Management
Oregon
$5.95M +$2.84M +98,096 +91%
RPGK
115
Retirement Planning Group (Kansas)
Kansas
$5.8M -$422K -14,577 -7%
HPC
116
Hobart Private Capital
North Carolina
$5.79M +$421K +14,539 +8%
MIFH
117
Migdal Insurance & Financial Holdings
Israel
$5.74M +$1.64M +56,519 +40%
Rockefeller Capital Management
118
Rockefeller Capital Management
New York
$5.7M +$1.1M +38,063 +24%
OBWG
119
Onyx Bridge Wealth Group
New York
$5.58M -$223K -7,707 -4%
AQR Capital Management
120
AQR Capital Management
Connecticut
$5.54M +$203K +7,011 +4%
XPN
121
XY Planning Network
Montana
$5.45M +$4.75M +164,250 +669%
CWM
122
Comprehensive Wealth Management
Washington
$5.39M -$1.82M -62,853 -25%
TC
123
Trilogy Capital
California
$5.16M +$516K +17,840 +11%
VAS
124
Vestmark Advisory Solutions
Massachusetts
$5M -$16.7M -578,485 -77%
MYIA
125
Mount Yale Investment Advisors
Colorado
$4.72M +$53.5K +1,849 +1%