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State Street SPDR Portfolio Intermediate Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RWM
176
RKL Wealth Management
Pennsylvania
$1.28M +$63.8K +2,267 +5%
TDC
177
Thompson Davis & Co
Virginia
$1.27M -$55.3K -1,964 -4%
SC
178
Scotia Capital
Ontario, Canada
$1.26M +$194K +6,904 +19%
Northwestern Mutual Wealth Management
179
Northwestern Mutual Wealth Management
Wisconsin
$1.25M -$37.6K -1,336 -3%
HCP
180
Hardin Capital Partners
South Carolina
$1.22M +$17.9K +637 +2%
CFAM
181
Center For Asset Management
Florida
$1.22M +$504K +17,903 +73%
PWG
182
Private Wealth Group
Florida
$1.18M +$21.7K +771 +2%
WFPG
183
Waller Financial Planning Group
Ohio
$1.16M -$23.4K -831 -2%
SIA
184
Strategic Investment Advisors
Michigan
$1.16M -$37.1K -1,320 -3%
VPP
185
Vertex Planning Partners
Illinois
$1.13M +$91.4K +3,247 +9%
GWSG
186
GPS Wealth Strategies Group
Colorado
$1.12M -$890K -31,611 -45%
FGWP
187
Founders Grove Wealth Partners
Virginia
$1.12M -$534K -18,959 -33%
PFA
188
Pathway Financial Advisors
Vermont
$1.08M -$16K -567 -1%
IA
189
Insight Advisors
Pennsylvania
$1.07M +$199K +7,064 +23%
SWP
190
Stratos Wealth Partners
Ohio
$1.06M +$2.76K +98 +0.3%
MFG
191
Mosaic Financial Group
Illinois
$1.05M +$105K +3,714 +11%
Charles Schwab
192
Charles Schwab
California
$1.04M -$51.2K -1,819 -5%
GSWM
193
Golden State Wealth Management
California
$1.01M -$171K -6,087 -15%
CM
194
Cercano Management
Washington
$1.01M +$991K +35,199 New
SW
195
Simplicity Wealth
New Jersey
$976K +$655K +23,276 +214%
NC
196
Napatree Capital
Rhode Island
$976K -$151K -5,354 -14%
AG
197
Ascent Group
Virginia
$926K +$507K +18,026 +125%
Jones Financial Companies
198
Jones Financial Companies
Missouri
$900K +$432K +15,355 +95%
SCA
199
Snowden Capital Advisors
New York
$898K +$28.1K +998 +3%
OWA
200
Opal Wealth Advisors
New York
$895K -$347K -12,346 -28%