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State Street SPDR Portfolio Intermediate Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
COCM
201
Charter Oak Capital Management
New Hampshire
$463K -$6.2K -223 -1%
OMC
202
Old Mission Capital
Illinois
$462K +$459K +16,500 New
MFS
203
Mattson Financial Services
Michigan
$455K +$452K +16,236 New
Cerity Partners
204
Cerity Partners
New York
$452K +$449K +16,132 New
RFP
205
Root Financial Partners
California
$452K +$501 +18 +0.1%
AQR Capital Management
206
AQR Capital Management
Connecticut
$441K +$438K +15,742 New
RFS
207
Richardson Financial Services
Massachusetts
$418K -$166K -5,974 -29%
WAP
208
Wealthcare Advisory Partners
Pennsylvania
$398K +$96.3K +3,462 +32%
AP
209
Americana Partners
Texas
$389K -$468K -16,835 -55%
LWM
210
LongView Wealth Management
Georgia
$387K +$168K +6,032 +78%
CA
211
Continuum Advisory
Idaho
$383K -$20K -719 -5%
AWM
212
Axxcess Wealth Management
California
$382K -$106K -3,825 -22%
CIA
213
Capital Investment Advisors
Georgia
$379K -$15.4K -555 -4%
CRC
214
Curi RMB Capital
Illinois
$376K
Citigroup
215
Citigroup
New York
$374K +$139 +5 +0%
EWM
216
Evercore Wealth Management
New York
$348K +$346K +12,434 New
CW
217
Cook Wealth
North Carolina
$346K +$76.7K +2,756 +29%
AG
218
Ascent Group
Virginia
$344K -$125K -4,489 -27%
AWM
219
AE Wealth Management
Kansas
$341K -$82.1K -2,952 -20%
BCM
220
Brookstone Capital Management
Illinois
$338K +$36.2K +1,302 +12%
AF
221
Allworth Financial
California
$332K -$68.7K -2,470 -17%
ML
222
McAdam LLC
Pennsylvania
$330K +$29.2K +1,051 +10%
GM
223
GeoWealth Management
Illinois
$328K -$838K -30,124 -72%
BSHC
224
Breed's Hill Capital
Massachusetts
$327K
QC
225
Quadrature Capital
United Kingdom
$305K +$303K +10,902 New