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State Street SPDR Portfolio Intermediate Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FPAS
126
Focus Partners Advisor Solutions
Missouri
$892K -$84.4K -2,991 -9%
ACA
127
Aptus Capital Advisors
Alabama
$887K -$581K -20,611 -40%
DADC
128
D.A. Davidson & Co
Montana
$853K +$852K +30,212 New
Vontobel Holding
129
Vontobel Holding
Switzerland
$838K +$8.41K +298 +1%
LEFP
130
Leading Edge Financial Planning
Tennessee
$833K +$832K +29,506 New
VT
131
Vise Technologies
New York
$821K +$83.8K +2,971 +11%
KW
132
KWB Wealth
California
$806K -$1.97M -69,677 -71%
ACM
133
AlphaStar Capital Management
North Carolina
$802K +$1.64K +58 +0.2%
Northwestern Mutual Wealth Management
134
Northwestern Mutual Wealth Management
Wisconsin
$760K +$505K +17,901 +199%
WMS
135
Wealth Management Solutions
Pennsylvania
$749K +$748K +26,522 New
GM
136
GeoWealth Management
Illinois
$722K -$464K -16,440 -39%
TSA
137
Tri-Star Advisors
Texas
$704K
IA
138
Insight Advisors
Pennsylvania
$696K -$24.9K -882 -3%
GLA
139
Good Life Advisors
Pennsylvania
$681K +$11.2K +396 +2%
CWM
140
Cranbrook Wealth Management
Michigan
$667K +$62.3K +2,209 +10%
AAS
141
Avantax Advisory Services
Texas
$658K +$456K +16,161 +226%
VPP
142
Vertex Planning Partners
Illinois
$638K +$637K +22,583 New
CWM
143
Collaborative Wealth Management
Florida
$629K +$3.67K +130 +0.6%
Commonwealth Equity Services
144
Commonwealth Equity Services
Massachusetts
$601K +$37.9K +1,345 +7%
HGWM
145
Horst & Graben Wealth Management
Oregon
$576K -$174K -6,175 -23%
DFC
146
DB Fitzpatrick & Co
Idaho
$573K +$573K +20,300 New
Mercer Global Advisors
147
Mercer Global Advisors
Colorado
$555K +$32.4K +1,148 +6%
CA
148
Continuum Advisory
Idaho
$531K -$310K -11,004 -37%
PWMG
149
Pinnacle Wealth Management Group
Michigan
$508K -$8.46K -300 -2%
PPP
150
Private Portfolio Partners
New Jersey
$506K -$130K -4,614 -20%