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State Street SPDR Portfolio Intermediate Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MPW
176
MA Private Wealth
California
$668K -$178K -6,424 -22%
ACP
177
Aveo Capital Partners
Colorado
$667K -$4.53M -163,109 -87%
AAS
178
Avantax Advisory Services
Texas
$655K -$169K -6,083 -21%
SAG
179
SageView Advisory Group
California
$647K -$74.4K -2,682 -11%
BDF
180
Black Diamond Financial
Maryland
$637K +$619K +22,307 New
CIA
181
Capital Investment Advisors
Georgia
$619K -$397K -14,315 -40%
TWM
182
TSA Wealth Management
Texas
$609K +$592K +21,318 New
RFS
183
Richardson Financial Services
Massachusetts
$608K +$591K +21,295 New
IPWA
184
International Private Wealth Advisors
California
$582K +$565K +20,366 New
SWA
185
Stratos Wealth Advisors
Ohio
$578K +$140K +5,030 +33%
Rockefeller Capital Management
186
Rockefeller Capital Management
New York
$561K -$5.19M -187,005 -90%
CA
187
Continuum Advisory
Idaho
$553K -$209K -7,520 -28%
BCM
188
Boltwood Capital Management
California
$538K +$522K +18,825 New
FHA
189
First Horizon Advisors
Tennessee
$536K
CWM
190
Cranbrook Wealth Management
Michigan
$497K -$193K -6,968 -29%
CIR
191
Clear Investment Research
Georgia
$484K +$470K +16,949 New
AG
192
Ascent Group
Virginia
$477K -$1.24M -44,618 -73%
AP
193
Americana Partners
Texas
$476K +$463K +16,667 New
GI
194
Gradient Investments
Minnesota
$465K -$52.7K -1,900 -10%
RFP
195
Root Financial Partners
California
$459K +$49.4K +1,779 +12%
VPP
196
Vertex Planning Partners
Illinois
$443K -$88.7K -3,195 -17%
HT
197
Headlands Technologies
Illinois
$442K +$429K +15,474 New
APW
198
Austin Private Wealth
Texas
$436K +$423K +15,250 New
IAA
199
Independent Advisor Alliance
North Carolina
$435K +$423K +15,228 New
KFS
200
Kelly Financial Services
Massachusetts
$434K +$421K +15,181 +1,518,100%