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State Street SPDR Portfolio Intermediate Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SSWM
126
Sheets Smith Wealth Management
North Carolina
$216K -$66 -2 -0%
OWP
127
Obermeyer Wealth Partners
Colorado
$203K
YAL
128
Your Advocates Ltd
Texas
$194K +$115K +3,466 +146%
CFGS
129
Concourse Financial Group Securities
Alabama
$117K +$117K +3,521 New
CI
130
CX Institutional
Indiana
$115K +$93.6K +2,827 +455%
GEA
131
Glen Eagle Advisors
New Jersey
$113K +$66 +2 +0.1%
CFD
132
Creative Financial Designs
Indiana
$105K +$1.62K +49 +2%
SSB
133
Sandy Spring Bank
Maryland
$104K +$104K +3,138 New
FHA
134
First Horizon Advisors
Tennessee
$100K +$101K +3,038 New
BCMIO
135
Beacon Capital Management Inc (Ohio)
Ohio
$93K
CL
136
Cabana LLC
Arkansas
$90K +$89.6K +2,707 New
AF
137
Allworth Financial
California
$86K +$61.9K +1,871 +257%
PCG
138
Private Capital Group
Connecticut
$75K +$74.5K +2,251 New
NC
139
NewSquare Capital
Pennsylvania
$68K -$23.9M -720,970 -100%
Bank of Montreal
140
Bank of Montreal
Ontario, Canada
$64K +$64K +1,932 New
FCA
141
FinTrust Capital Advisors
South Carolina
$50K
GWM
142
Geneos Wealth Management
Colorado
$48K +$35.8K +1,080 +284%
Fifth Third Bancorp
143
Fifth Third Bancorp
Ohio
$45K
Northwestern Mutual Wealth Management
144
Northwestern Mutual Wealth Management
Wisconsin
$45K +$44.8K +1,353 New
SPIA
145
Steward Partners Investment Advisory
New York
$42K
CAN
146
Cetera Advisor Networks
California
$41K +$41.1K +1,243 New
SIS
147
Sound Income Strategies
Florida
$39K -$24.8K -749 -39%
CAL
148
Capital Analysts LLC
Pennsylvania
$38K +$132 +4 +0.4%
PNC Financial Services Group
149
PNC Financial Services Group
Pennsylvania
$36K +$66 +2 +0.2%
VFA
150
Valeo Financial Advisors
Indiana
$33K +$66 +2 +0.2%