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State Street SPDR Portfolio Intermediate Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFA
151
Brown Financial Advisors
Ohio
$1.14M +$1.13M +40,511 New
SW
152
Simplicity Wealth
New Jersey
$1.11M +$371K +13,342 +51%
LA
153
Latitude Advisors
Florida
$1.1M +$84.1K +3,022 +8%
HGERS
154
Householder Group Estate & Retirement Specialist
Arizona
$1.09M +$287K +10,301 +36%
WFPG
155
Waller Financial Planning Group
Ohio
$1.08M +$128K +4,602 +14%
Northwestern Mutual Wealth Management
156
Northwestern Mutual Wealth Management
Wisconsin
$1.07M -$513K -18,457 -32%
OFG
157
OmniStar Financial Group
North Carolina
$1.04M +$23.2K +835 +2%
NC
158
Napatree Capital
Rhode Island
$1.02M +$50.7K +1,822 +5%
FG
159
Foster Group
Iowa
$984K
Fisher Asset Management
160
Fisher Asset Management
Washington
$971K -$119K -4,288 -11%
VPP
161
Vertex Planning Partners
Illinois
$964K +$8.98K +323 +0.9%
HPC
162
Hobart Private Capital
North Carolina
$960K -$574K -20,648 -38%
HWP
163
Hibernia Wealth Partners
Louisiana
$946K +$636K +22,850 +209%
HCP
164
Hardin Capital Partners
South Carolina
$933K +$926K +33,305 New
MFT
165
Moisand Fitzgerald Tamayo
Florida
$927K -$463K -16,644 -33%
TPWA
166
Twin Peaks Wealth Advisors
California
$924K +$25.3K +908 +3%
TDC
167
Thompson Davis & Co
Virginia
$862K +$508K +18,250 +146%
Vontobel Holding
168
Vontobel Holding
Switzerland
$854K +$723 +26 +0.1%
AWA
169
Arete Wealth Advisors
Illinois
$847K +$6.34K +228 +0.8%
SIA
170
Strategic Investment Advisors
Michigan
$846K -$35.2K -1,266 -4%
LA
171
Lifeworks Advisors
Michigan
$846K -$73.9K -2,657 -8%
LMKC
172
L.M. Kohn & Company
Ohio
$843K -$127K -4,555 -13%
SCA
173
Snowden Capital Advisors
New York
$833K -$114K -4,089 -12%
Rockefeller Capital Management
174
Rockefeller Capital Management
New York
$819K -$4.3M -154,476 -82%
GLA
175
Good Life Advisors
Pennsylvania
$778K +$527K +18,946 +215%