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State Street SPDR Portfolio Intermediate Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CJH
176
Christopher J. Hasenberg
Wisconsin
$1.25M +$1.24M +43,399 New
PW
177
Paladin Wealth
Minnesota
$1.24M -$98.7K -3,465 -7%
PWG
178
Private Wealth Group
Florida
$1.21M +$24.8K +871 +2%
VPP
179
Vertex Planning Partners
Illinois
$1.16M +$25.9K +911 +2%
SIA
180
Strategic Investment Advisors
Michigan
$1.12M -$42K -1,474 -4%
WFPG
181
Waller Financial Planning Group
Ohio
$1.1M -$68K -2,387 -6%
TSS
182
Two Sigma Securities
New York
$1.09M +$1.08M +37,806 New
RWM
183
RKL Wealth Management
Pennsylvania
$1.09M -$203K -7,134 -16%
IA
184
Insight Advisors
Pennsylvania
$1.08M -$2.99K -105 -0.3%
MFG
185
Mosaic Financial Group
Illinois
$1.07M +$6.32K +222 +0.6%
AWM
186
AE Wealth Management
Kansas
$1.05M +$668K +23,443 +181%
CM
187
Cercano Management
Washington
$1.01M
AQR Capital Management
188
AQR Capital Management
Connecticut
$1.01M +$520K +18,249 +109%
Charles Schwab
189
Charles Schwab
California
$1.01M -$45.2K -1,586 -4%
Jones Financial Companies
190
Jones Financial Companies
Missouri
$984K +$77.6K +2,724 +9%
PFA
191
Pathway Financial Advisors
Vermont
$978K -$112K -3,925 -10%
BTI
192
Blue Trust Inc
Georgia
$968K +$917K +32,201 +2,212%
GSWM
193
Golden State Wealth Management
California
$954K -$65.3K -2,292 -6%
Cerity Partners
194
Cerity Partners
New York
$938K +$455K +15,992 +96%
IAA
195
Independent Advisor Alliance
North Carolina
$935K +$255K +8,948 +38%
AG
196
Ascent Group
Virginia
$904K -$27.8K -975 -3%
SCA
197
Snowden Capital Advisors
New York
$904K
RIS
198
Richmond Investment Services
Wisconsin
$898K +$889K +31,227 New
BWAM
199
Boyd Watterson Asset Management
Ohio
$887K +$119K +4,180 +16%
DLHL
200
Donald L. Hagan LLC
Florida
$882K +$90.3K +3,171 +12%