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State Street SPDR Portfolio Intermediate Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
151
Axxcess Wealth Management
California
$930K -$580K -20,740 -38%
FEG
152
Financial Enhancement Group
Indiana
$876K +$18.8K +671 +2%
AWA
153
Arete Wealth Advisors
Illinois
$873K -$78.1K -2,794 -8%
KP
154
Keel Point
Alabama
$862K -$289K -10,352 -25%
HGERS
155
Householder Group Estate & Retirement Specialist
Arizona
$843K +$856K +30,631 New
Vontobel Holding
156
Vontobel Holding
Switzerland
$836K -$8.52K -305 -1%
FPAS
157
Focus Partners Advisor Solutions
Missouri
$823K -$46.9K -1,679 -5%
MPW
158
MA Private Wealth
California
$820K -$241K -8,620 -22%
AAS
159
Avantax Advisory Services
Texas
$799K +$3.38K +121 +0.4%
GT
160
Greenleaf Trust
Michigan
$780K -$856K -30,631 -52%
VT
161
Vise Technologies
New York
$755K -$61.7K -2,207 -7%
CA
162
Continuum Advisory
Idaho
$740K -$27.2K -974 -3%
IA
163
Insight Advisors
Pennsylvania
$710K +$3.58K +128 +0.5%
SAG
164
SageView Advisory Group
California
$700K +$203K +7,268 +40%
GM
165
GeoWealth Management
Illinois
$676K +$90.4K +3,236 +15%
CWM
166
Cranbrook Wealth Management
Michigan
$671K
BCI
167
Brinker Capital Investments
Pennsylvania
$633K +$643K +23,011 New
OPS
168
Orion Portfolio Solutions
Nebraska
$633K +$643K +23,011 New
LEFP
169
Leading Edge Financial Planning
Tennessee
$624K -$110K -3,932 -15%
OBWG
170
Onyx Bridge Wealth Group
New York
$608K -$8.42M -301,284 -93%
IA
171
IFP Advisors
Florida
$603K -$1.39M -49,598 -69%
IWM
172
IHT Wealth Management
Illinois
$590K +$599K +21,416 New
MML Investors Services
173
MML Investors Services
Massachusetts
$578K +$168K +6,021 +40%
BWAM
174
Boyd Watterson Asset Management
Ohio
$571K -$401K -14,334 -41%
OMC
175
Old Mission Capital
Illinois
$559K +$567K +20,289 New