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State Street SPDR Portfolio Intermediate Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VT
176
Vise Technologies
New York
$677K -$102K -3,605 -13%
ARC
177
Advisor Resource Council
Texas
$674K -$7.47M -264,453 -92%
IGWM
178
ICA Group Wealth Management
Colorado
$669K +$266K +9,414 +66%
IAA
179
Independent Advisor Alliance
North Carolina
$668K +$240K +8,484 +56%
SWA
180
Stratos Wealth Advisors
Ohio
$664K +$93.7K +3,319 +16%
AF
181
Apollon Financial
South Carolina
$663K -$655K -23,189 -50%
T
182
Tidemark
California
$659K -$452K -16,004 -41%
BDF
183
Black Diamond Financial
Maryland
$637K
AAS
184
Avantax Advisory Services
Texas
$602K -$44K -1,559 -7%
TWM
185
TSA Wealth Management
Texas
$601K
RFS
186
Richardson Financial Services
Massachusetts
$589K -$11K -389 -2%
NWM
187
Napa Wealth Management
California
$557K +$558K +19,759 New
BCM
188
Boltwood Capital Management
California
$519K -$12K -425 -2%
Betterment LLC
189
Betterment LLC
New York
$493K +$494K +17,493 New
AWM
190
Axxcess Wealth Management
California
$492K -$1.34M -47,629 -73%
CWM
191
Cranbrook Wealth Management
Michigan
$491K
CFS
192
Coordinated Financial Services
Colorado
$475K +$476K +16,843 New
AG
193
Ascent Group
Virginia
$473K -$3.92K -139 -0.8%
COCM
194
Charter Oak Capital Management
New Hampshire
$472K +$226K +7,990 +91%
Susquehanna International Group
195
Susquehanna International Group
Pennsylvania
$460K -$1.76M -62,459 -79%
EFG
196
Ehrlich Financial Group
California
$458K -$1.5M -53,038 -77%
RFP
197
Root Financial Partners
California
$454K +$311 +11 +0.1%
Citadel Advisors
198
Citadel Advisors
Florida
$433K +$434K +15,359 New
ACP
199
Aveo Capital Partners
Colorado
$431K -$221K -7,825 -33%
AWM
200
AE Wealth Management
Kansas
$427K -$29.6M -1,049,602 -99%