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State Street SPDR Portfolio Intermediate Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HGWM
201
Horst & Graben Wealth Management
Oregon
$293K -$294K -10,270 -50%
FIM
202
Freedom Investment Management
Connecticut
$280K -$74.4K -2,602 -21%
GLA
203
Good Life Advisors
Pennsylvania
$277K -$416K -14,557 -60%
EAM
204
Empirical Asset Management
Massachusetts
$269K -$16.8K -589 -6%
GWM
205
Geneos Wealth Management
Colorado
$249K
BFA
206
BMS Financial Advisors
South Dakota
$240K +$238K +8,308 New
WEG
207
World Equity Group
Illinois
$240K +$106K +3,712 New
BWP
208
Balboa Wealth Partners
Arizona
$235K -$160K -5,593 -41%
WA
209
WBH Advisory
Maryland
$234K +$232K +8,100 New
BF
210
Brooklyn FI
New York
$232K +$207K +7,239 New
LFG
211
Lockerman Financial Group
California
$206K +$204K +7,119 New
SCA
212
Stonebridge Capital Advisors
Minnesota
$203K +$143 +5 +0.1%
FAG
213
Fortitude Advisory Group
Washington
$201K +$199K +6,961 New
RCM
214
Raleigh Capital Management
North Carolina
$141K -$114K -3,989 -45%
TRCT
215
Tower Research Capital (TRC)
New York
$135K +$134K +4,677 New
IGWM
216
ICA Group Wealth Management
Colorado
$133K -$19.1K -667 -13%
AAS
217
Ameritas Advisory Services
Nebraska
$130K +$128K +4,487 New
CFD
218
Creative Financial Designs
Indiana
$117K +$6.69K +234 +6%
HGERS
219
Householder Group Estate & Retirement Specialist
Arizona
$117K +$115K +4,031 New
WP
220
WealthPLAN Partners
Nebraska
$115K +$114K +3,985 New
KFS
221
Kelly Financial Services
Massachusetts
$102K -$20.4K -712 -17%
Citigroup
222
Citigroup
New York
$99.3K -$13.2K -460 -12%
YAL
223
Your Advocates Ltd
Texas
$98.9K -$953K -33,317 -91%
CFGS
224
Concourse Financial Group Securities
Alabama
$98.7K +$47K +1,642 +93%
HGWM
225
Harvest Group Wealth Management
Massachusetts
$81.1K -$1.74K -61 -2%