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State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI

Name Holding Trade Value Shares
Change 		Change in
Stake
GVAG
126
Great Valley Advisor Group
Delaware
$500K -$74.5K -2,319 -13%
EH
127
Equitable Holdings
New York
$487K -$138K -4,313 -22%
BI
128
Berkeley Inc
Idaho
$473K -$9.44K -294 -2%
IA
129
IFP Advisors
Florida
$455K -$495K -15,428 -52%
WWM
130
WJ Wealth Management
Arizona
$448K -$38K -1,185 -8%
NFG
131
Next Financial Group
Texas
$429K +$213K +6,626 +98%
CA
132
Cetera Advisors
Colorado
$425K +$30.6K +953 +8%
LA
133
Lifeworks Advisors
Michigan
$420K +$420K +13,094 New
GHA
134
GW Henssler & Associates
Georgia
$419K -$2.7K -84 -0.6%
CRC
135
Curi RMB Capital
Illinois
$397K – – –
GWM
136
Geneos Wealth Management
Colorado
$396K – – –
WCF
137
West Coast Financial
California
$388K -$101K -3,143 -21%
RJA
138
Raymond James & Associates
Florida
$378K -$203K -6,324 -35%
SC
139
Scotia Capital
Ontario, Canada
$376K +$95.4K +2,970 +34%
WA
140
WBH Advisory
Maryland
$354K +$354K +11,035 New
OPS
141
Orion Portfolio Solutions
Nebraska
$346K +$346K +10,783 New
IA
142
IFG Advisory
Georgia
$341K +$342K +10,661 New
EAM
143
Empirical Asset Management
Massachusetts
$328K +$329K +10,239 New
CPFP
144
Clear Perspectives Financial Planning
Ohio
$309K -$31K -965 -9%
TRCT
145
Tower Research Capital (TRC)
New York
$305K +$305K +9,512 New
BCM
146
Boltwood Capital Management
California
$287K -$223K -6,950 -44%
RRWA
147
Rainey & Randall Wealth Advisors
Florida
$268K +$321 +10 +0.1%
BAM
148
Belpointe Asset Management
Nevada
$252K -$11K -342 -4%
AF
149
Allworth Financial
California
$239K – – –
SCA
150
Stonebridge Capital Advisors
Minnesota
$238K – – –
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