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State Street SPDR Portfolio Intermediate Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AAS
151
Avantax Advisory Services
Texas
$818K +$130K +4,522 +19%
SWP
152
Stratos Wealth Partners
Ohio
$815K +$386K +13,412 +87%
WCWM
153
Willow Creek Wealth Management
California
$809K +$36.6K +1,272 +5%
CA
154
Continuum Advisory
Idaho
$788K -$6.22M -216,095 -89%
Northwestern Mutual Wealth Management
155
Northwestern Mutual Wealth Management
Wisconsin
$773K +$192K +6,691 +32%
LEFP
156
Leading Edge Financial Planning
Tennessee
$753K -$73.9K -2,568 -9%
TRCT
157
Tower Research Capital (TRC)
New York
$735K +$613K +21,309 +456%
IA
158
Insight Advisors
Pennsylvania
$726K
CWM
159
Cranbrook Wealth Management
Michigan
$690K +$21.6K +751 +3%
ACM
160
AlphaStar Capital Management
North Carolina
$677K -$890K -30,938 -56%
GI
161
Gradient Investments
Minnesota
$672K -$55M -1,911,570 -99%
OWM
162
Opes Wealth Management
California
$669K +$680K +23,638 New
VAS
163
Vestmark Advisory Solutions
Massachusetts
$653K -$113K -3,931 -15%
FHA
164
First Horizon Advisors
Tennessee
$627K -$113K -3,936 -15%
GM
165
GeoWealth Management
Illinois
$602K -$145K -5,048 -19%
TF
166
TimeScale Financial
Massachusetts
$569K -$72.6K -2,523 -11%
ARC
167
Advisor Resource Council
Texas
$552K -$1.12M -38,996 -67%
BCM
168
Boltwood Capital Management
California
$525K +$52.5K +1,825 +11%
SAG
169
SageView Advisory Group
California
$513K +$522K +18,147 New
SL
170
Salomon & Ludwin
Virginia
$498K +$506K +17,605 New
SFC
171
Strategic Financial Concepts
Texas
$491K +$70.2K +2,440 +16%
PCIA
172
Prime Capital Investment Advisors
Kansas
$488K +$496K +17,247 New
Mercer Global Advisors
173
Mercer Global Advisors
Colorado
$435K +$443K +15,383 New
MML Investors Services
174
MML Investors Services
Massachusetts
$423K -$11.7M -406,495 -96%
CA
175
CGN Advisors
Kansas
$409K -$44.3K -1,540 -10%