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State Street SPDR Portfolio Intermediate Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFA
151
Pathway Financial Advisors
Vermont
$997K +$969K +34,902 New
SCA
152
Snowden Capital Advisors
New York
$996K
OBWG
153
Onyx Bridge Wealth Group
New York
$995K +$354K +12,745 +58%
RCM
154
Raleigh Capital Management
North Carolina
$986K +$945K +34,038 +7,196%
LA
155
Lifeworks Advisors
Michigan
$967K -$154K -5,546 -14%
FG
156
Foster Group
Iowa
$967K
LMKC
157
L.M. Kohn & Company
Ohio
$963K -$30.7K -1,106 -3%
HFS
158
Heritage Financial Services
Massachusetts
$950K +$923K +33,253 New
FPAS
159
Focus Partners Advisor Solutions
Missouri
$921K +$66K +2,379 +8%
Vontobel Holding
160
Vontobel Holding
Switzerland
$891K +$23K +830 +3%
BCI
161
Brinker Capital Investments
Pennsylvania
$886K +$227K +8,175 +36%
OPS
162
Orion Portfolio Solutions
Nebraska
$886K +$227K +8,175 +36%
AWA
163
Arete Wealth Advisors
Illinois
$877K -$28.8K -1,036 -3%
HP
164
Hilltop Partners
Indiana
$852K -$142K -5,109 -15%
CWM
165
Certus Wealth Management
California
$838K -$417K -15,012 -34%
MIS
166
Morningstar Investment Services
Illinois
$823K +$799K +28,783 New
VT
167
Vise Technologies
New York
$789K +$5.77K +208 +0.8%
HGERS
168
Householder Group Estate & Retirement Specialist
Arizona
$776K -$95.8K -3,453 -11%
NC
169
Napatree Capital
Rhode Island
$748K +$726K +26,173 New
IA
170
Insight Advisors
Pennsylvania
$737K -$444 -16 -0.1%
PIA
171
Perennial Investment Advisors
California
$731K -$2.22M -79,883 -76%
WWA
172
WCG Wealth Advisors
Nevada
$707K -$581K -20,924 -46%
TPWA
173
Twin Peaks Wealth Advisors
California
$684K +$664K +23,943 New
BWAM
174
Boyd Watterson Asset Management
Ohio
$684K +$88.4K +3,184 +15%
SFG
175
StrategIQ Financial Group
Indiana
$682K +$219K +7,887 +49%