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State Street SPDR Portfolio Intermediate Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NWM
201
Napa Wealth Management
California
$734K -$1.14M -40,458 -61%
SF
202
Symphony Financial
Texas
$727K +$735K +25,998 New
HP
203
Hilltop Partners
Indiana
$726K -$12.5K -443 -2%
DADC
204
D.A. Davidson & Co
Montana
$718K +$728K +25,738 New
FPAS
205
Focus Partners Advisor Solutions
Missouri
$711K -$3.67K -130 -0.5%
VT
206
Vise Technologies
New York
$703K +$33.6K +1,190 +5%
Cerity Partners
207
Cerity Partners
New York
$694K +$236K +8,352 +51%
CFAM
208
Center For Asset Management
Florida
$688K +$43.5K +1,538 +7%
TRCT
209
Tower Research Capital (TRC)
New York
$678K +$688K +24,327 New
CWA
210
CogentBlue Wealth Advisors
Tennessee
$654K +$663K +23,457 New
HBS
211
Howard Bailey Securities
Indiana
$622K -$17.4K -617 -3%
TC
212
TownSquare Capital
Utah
$603K -$189K -6,696 -24%
HWP
213
Hibernia Wealth Partners
Louisiana
$594K -$496K -17,546 -45%
BWMG
214
Barnes Wealth Management Group
California
$585K +$593K +20,984 New
HFS
215
Heritage Financial Services
Massachusetts
$576K -$18.9K -668 -3%
SA
216
Sanctuary Advisors
Indiana
$538K -$27.9K -987 -5%
VCM
217
Virtue Capital Management
Tennessee
$514K -$26.9K -952 -5%
BCM
218
Boltwood Capital Management
California
$513K
KP
219
Keel Point
Alabama
$512K -$156K -5,508 -23%
Betterment LLC
220
Betterment LLC
New York
$506K -$170K -5,998 -25%
WAP
221
Wealthcare Advisory Partners
Pennsylvania
$505K +$11.1K +393 +2%
RFP
222
Root Financial Partners
California
$489K +$32.1K +1,134 +7%
Creative Planning
223
Creative Planning
Kansas
$488K +$208K +7,354 +72%
AQR Capital Management
224
AQR Capital Management
Connecticut
$474K +$35.5K +1,257 +8%
CFS
225
Coordinated Financial Services
Colorado
$474K +$480K +16,988 New