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State Street SPDR Portfolio Intermediate Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Portfolio Solutions
151
Envestnet Portfolio Solutions
Illinois
$1.44M -$22.2K -786 -1%
GG
152
GenWealth Group
New Jersey
$1.42M -$409K -14,481 -22%
HB
153
HTLF Bank
Colorado
$1.42M -$59.9K -2,120 -4%
CWM
154
Collaborative Wealth Management
Florida
$1.4M +$141K +5,003 +11%
CWM
155
Cranbrook Wealth Management
Michigan
$1.35M +$213K +7,527 +18%
OFG
156
OmniStar Financial Group
North Carolina
$1.31M +$6.5K +230 +0.5%
T
157
Tidemark
California
$1.3M -$27.6K -977 -2%
TDC
158
Thompson Davis & Co
Virginia
$1.3M -$394K -13,930 -23%
Northwestern Mutual Wealth Management
159
Northwestern Mutual Wealth Management
Wisconsin
$1.26M -$1.66M -58,647 -56%
OWA
160
Opal Wealth Advisors
New York
$1.22M +$1.23M +43,666 New
JCM
161
Jacobi Capital Management
Pennsylvania
$1.19M +$160K +5,675 +15%
RWM
162
RKL Wealth Management
Pennsylvania
$1.19M +$958K +33,874 +387%
HCP
163
Hardin Capital Partners
South Carolina
$1.18M +$100K +3,545 +9%
SIA
164
Strategic Investment Advisors
Michigan
$1.17M +$315K +11,140 +36%
GSWM
165
Golden State Wealth Management
California
$1.16M +$1.17M +41,534 New
WFPG
166
Waller Financial Planning Group
Ohio
$1.16M +$18.2K +645 +2%
PWG
167
Private Wealth Group
Florida
$1.13M -$65.7K -2,325 -5%
JSW
168
Journey Strategic Wealth
New Jersey
$1.12M -$1.54M -54,492 -58%
Kovitz Investment Group Partners
169
Kovitz Investment Group Partners
Illinois
$1.1M -$197K -6,961 -15%
NC
170
Napatree Capital
Rhode Island
$1.1M -$170K -6,028 -13%
PFA
171
Pathway Financial Advisors
Vermont
$1.07M -$60.6K -2,144 -5%
Charles Schwab
172
Charles Schwab
California
$1.07M -$65.5K -2,316 -6%
JF
173
Jump Financial
Illinois
$1.07M -$671K -23,749 -38%
SC
174
Scotia Capital
Ontario, Canada
$1.04M +$27.8K +985 +3%
SWP
175
Stratos Wealth Partners
Ohio
$1.03M +$441K +15,605 +73%