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State Street SPDR Portfolio Intermediate Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NC
151
Napatree Capital
Rhode Island
$1.32M +$264K +9,191 +25%
CWM
152
Collaborative Wealth Management
Florida
$1.31M -$80.2K -2,794 -6%
PWG
153
Private Wealth Group
Florida
$1.24M +$1.23M +42,839 New
BFA
154
Brown Financial Advisors
Ohio
$1.22M +$47.1K +1,639 +4%
CWM
155
Cranbrook Wealth Management
Michigan
$1.19M +$637K +22,186 +119%
WFPG
156
Waller Financial Planning Group
Ohio
$1.19M +$70.1K +2,442 +6%
NL
157
NWAM LLC
Washington
$1.18M +$1.17M +40,765 New
Charles Schwab
158
Charles Schwab
California
$1.18M -$23.8K -829 -2%
PFA
159
Pathway Financial Advisors
Vermont
$1.18M
VFPW
160
Vantage Financial Partners (Wisconsin)
Wisconsin
$1.18M -$274K -9,555 -19%
HGERS
161
Householder Group Estate & Retirement Specialist
Arizona
$1.15M +$18.8K +655 +2%
HWP
162
Hibernia Wealth Partners
Louisiana
$1.13M +$146K +5,082 +15%
HMS
163
Hanseatic Management Services
New Mexico
$1.11M +$1.09M +38,088 New
HCP
164
Hardin Capital Partners
South Carolina
$1.1M +$152K +5,310 +16%
AWS
165
Atria Wealth Solutions
New York
$1.09M +$867K +30,197 +409%
JCM
166
Jacobi Capital Management
Pennsylvania
$1.08M +$302K +10,532 +40%
LA
167
Latitude Advisors
Florida
$1.06M -$82.5K -2,872 -7%
SC
168
Scotia Capital
Ontario, Canada
$1.05M -$383K -13,336 -27%
Fisher Asset Management
169
Fisher Asset Management
Washington
$1.04M +$29.1K +1,014 +3%
FG
170
Foster Group
Iowa
$1.02M
VPP
171
Vertex Planning Partners
Illinois
$1.01M +$14.7K +512 +1%
PW
172
Paladin Wealth
Minnesota
$995K +$983K +34,248 New
FFA
173
Farther Finance Advisors
California
$987K +$963K +33,555 +8,538%
FEG
174
Financial Enhancement Group
Indiana
$973K +$662K +23,044 +219%
HPC
175
Hobart Private Capital
North Carolina
$949K -$46.2K -1,608 -5%