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State Street SPDR Portfolio Intermediate Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GRP
126
Global Retirement Partners
California
$3.85M +$3.81M +133,802 New
GIA
127
Gladstone Institutional Advisory
Florida
$3.84M +$440K +15,456 +13%
CWM
128
Cornerstone Wealth Management
Missouri
$3.83M +$318K +11,161 +9%
AA
129
ArborFi Advisors
Michigan
$3.82M -$118K -4,141 -3%
BF
130
Bonfire Financial
Colorado
$3.78M -$181K -6,350 -5%
PTC
131
Private Trust Company
Ohio
$3.62M +$985K +34,588 +38%
TFA
132
Transamerica Financial Advisors
Florida
$3.59M -$74.3K -2,607 -2%
Janney Montgomery Scott
133
Janney Montgomery Scott
Pennsylvania
$3.58M +$535K +18,767 +18%
NA
134
NewEdge Advisors
Louisiana
$3.55M +$596K +20,931 +20%
Bank of New York Mellon
135
Bank of New York Mellon
New York
$3.43M +$1.73M +60,725 +104%
AFA
136
Avant Financial Advisors
Texas
$3.31M +$119K +4,166 +4%
MIFH
137
Migdal Insurance & Financial Holdings
Israel
$3.24M -$38.7M -1,358,791 -92%
JSL
138
JT Stratford LLC
Georgia
$3.23M +$235K +8,261 +8%
LW
139
Libra Wealth
California
$3.03M -$86.5K -3,036 -3%
SW
140
Simplicity Wealth
New Jersey
$2.92M +$1.91M +67,202 +197%
DJSG
141
D.J. St. Germain
Massachusetts
$2.65M -$18.4K -645 -0.7%
SHJ
142
Sharkey, Howes & Javer
Colorado
$2.52M +$2.5M +87,635 New
NFP
143
Narus Financial Partners
Utah
$2.51M +$105K +3,686 +4%
WA
144
Waverly Advisors
Alabama
$2.34M +$76K +2,670 +3%
JP Morgan Chase
145
JP Morgan Chase
New York
$2.33M -$38.6M -1,356,273 -94%
SWIG
146
Strategic Wealth Investment Group
Kentucky
$2.28M +$378K +13,278 +20%
OSAM
147
O'Shaughnessy Asset Management
Connecticut
$2.21M +$443K +15,554 +25%
GKWIM
148
Gerber Kawasaki Wealth & Investment Management
California
$2.13M -$23K -808 -1%
OE
149
October Effect
Virginia
$2.1M +$2.08M +72,874 New
CWD
150
Clarity Wealth Development
Oregon
$1.99M -$154K -5,394 -7%