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State Street SPDR Portfolio Intermediate Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SCA
151
Snowden Capital Advisors
New York
$953K -$30.4K -1,077 -3%
WFPG
152
Waller Financial Planning Group
Ohio
$953K +$955K +33,806 New
NC
153
Napatree Capital
Rhode Island
$950K +$236K +8,349 +32%
PFA
154
Pathway Financial Advisors
Vermont
$940K -$44K -1,560 -4%
HFS
155
Heritage Financial Services
Massachusetts
$936K -$1.1K -39 -0.1%
LA
156
Lifeworks Advisors
Michigan
$925K -$29.3K -1,038 -3%
TPWA
157
Twin Peaks Wealth Advisors
California
$904K +$230K +8,133 +34%
SIA
158
Strategic Investment Advisors
Michigan
$886K +$888K +31,456 New
AP
159
Americana Partners
Texas
$866K +$397K +14,062 +84%
MIS
160
Morningstar Investment Services
Illinois
$864K +$52.3K +1,853 +6%
Vontobel Holding
161
Vontobel Holding
Switzerland
$858K -$21.2K -751 -2%
BWAM
162
Boyd Watterson Asset Management
Ohio
$852K +$177K +6,284 +26%
AWA
163
Arete Wealth Advisors
Illinois
$846K -$19.5K -689 -2%
HGERS
164
Householder Group Estate & Retirement Specialist
Arizona
$806K +$40.3K +1,426 +5%
HP
165
Hilltop Partners
Indiana
$789K -$51.1K -1,810 -6%
WA
166
Waverly Advisors
Alabama
$788K +$790K +27,971 New
SWP
167
Stratos Wealth Partners
Ohio
$786K -$6.29M -222,855 -89%
CWM
168
Certus Wealth Management
California
$758K -$57.1K -2,022 -7%
SW
169
Simplicity Wealth
New Jersey
$743K +$335K +11,873 +82%
PIA
170
Perennial Investment Advisors
California
$743K +$22.2K +787 +3%
WWA
171
WCG Wealth Advisors
Nevada
$740K +$43K +1,523 +6%
JCM
172
Jacobi Capital Management
Pennsylvania
$740K +$528K +18,682 +247%
RW
173
Rede Wealth
Virginia
$729K -$1.27M -44,997 -64%
IA
174
Insight Advisors
Pennsylvania
$682K -$45.3K -1,604 -6%
GIA
175
Gladstone Institutional Advisory
Florida
$678K +$680K +24,065 New