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State Street SPDR Portfolio Intermediate Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWP
201
Stratos Wealth Partners
Ohio
$620K +$2.35K +82 +0.4%
HFS
202
Heritage Financial Services
Massachusetts
$620K
MFT
203
Moisand Fitzgerald Tamayo
Florida
$616K -$341K -11,884 -36%
OS
204
Objectivity Squared
South Carolina
$587K +$41.5K +1,444 +8%
Rockefeller Capital Management
205
Rockefeller Capital Management
New York
$584K -$262K -9,114 -28%
RW
206
Rede Wealth
Virginia
$574K -$77.8K -2,711 -12%
SA
207
Sanctuary Advisors
Indiana
$566K -$66.5K -2,317 -10%
VCM
208
Virtue Capital Management
Tennessee
$563K +$557K +19,390 New
BCM
209
Boltwood Capital Management
California
$535K
PCIA
210
Prime Capital Investment Advisors
Kansas
$525K -$132K -4,599 -20%
WAP
211
Wealthcare Advisory Partners
Pennsylvania
$515K +$102K +3,542 +25%
Cerity Partners
212
Cerity Partners
New York
$480K +$11.6K +403 +2%
RFP
213
Root Financial Partners
California
$477K +$8.55K +298 +2%
DAS
214
Diversify Advisory Services
Utah
$476K +$480K +16,735 New
TWP
215
Triad Wealth Partners
Kansas
$461K +$455K +15,849 New
AQR Capital Management
216
AQR Capital Management
Connecticut
$457K
MFS
217
Mattson Financial Services
Michigan
$453K -$1.75K -61 -0.4%
AP
218
Americana Partners
Texas
$442K +$38K +1,322 +10%
RFS
219
Richardson Financial Services
Massachusetts
$425K +$6.92K +241 +2%
CRC
220
Curi RMB Capital
Illinois
$414K +$23.4K +816 +6%
BCM
221
Brookstone Capital Management
Illinois
$410K +$62.6K +2,181 +18%
GS
222
GTS Securities
Florida
$405K -$4.39M -152,970 -92%
Prudential Financial
223
Prudential Financial
New Jersey
$403K +$104K +3,606 +35%
CA
224
Continuum Advisory
Idaho
$391K +$8.73K +304 +2%
Citigroup
225
Citigroup
New York
$387K -$144 -5 -0%