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State Street SPDR Portfolio Intermediate Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWP
151
Stratos Wealth Partners
Ohio
$502K -$25.7M -912,278 -98%
FPWM
152
FSB Premier Wealth Management
Iowa
$470K -$16.2K -574 -3%
TC
153
TownSquare Capital
Utah
$469K +$469K +16,619 New
CW
154
CreativeOne Wealth
Kansas
$430K -$410K -14,530 -49%
IA
155
IFG Advisory
Georgia
$429K +$86.7K +3,074 +25%
BTWM
156
Baker Tilly Wealth Management
Wisconsin
$399K +$399K +14,137 New
BWP
157
Balboa Wealth Partners
Arizona
$388K -$49.5K -1,753 -11%
PWM
158
Perigon Wealth Management
California
$386K +$386K +13,668 New
T
159
TCWP
Ohio
$378K +$35.9K +1,274 +11%
MPW
160
MGO Private Wealth
California
$378K -$148K -5,232 -28%
IF
161
Intrua Financial
Texas
$366K -$40.4K -1,432 -10%
AG
162
Ascent Group
Virginia
$366K +$41.6K +1,473 +13%
CRC
163
Curi RMB Capital
Illinois
$364K
RJA
164
Raymond James & Associates
Florida
$358K +$76.3K +2,703 +27%
SFS
165
Sowell Financial Services
Arkansas
$351K +$351K +12,425 New
FC
166
Financial Consulate
Maryland
$350K -$15.5K -550 -4%
BCM
167
Boltwood Capital Management
California
$347K -$847K -30,015 -71%
FIM
168
Freedom Investment Management
Connecticut
$347K -$11.2K -397 -3%
MML Investors Services
169
MML Investors Services
Massachusetts
$342K -$9.08M -321,787 -96%
WAP
170
Wealthcare Advisory Partners
Pennsylvania
$311K +$7.73K +274 +3%
FAIM
171
Financial Advocates Investment Management
Washington
$307K +$307K +10,882 New
RJT
172
Raymond James Trust
Florida
$287K +$287K +10,180 New
Fisher Asset Management
173
Fisher Asset Management
Washington
$286K +$42.7K +1,514 +18%
EAM
174
Empirical Asset Management
Massachusetts
$279K +$1.5K +53 +0.5%
SWM
175
SFG Wealth Management
Maryland
$265K +$264K +9,374 New