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State Street SPDR Portfolio Intermediate Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IWS
201
Integrity Wealth Solutions
Colorado
$867K +$11.7K +412 +1%
PIA
202
Perennial Investment Advisors
California
$858K -$6.92K -243 -0.8%
PMWMG
203
Parr McKnight Wealth Management Group
Minnesota
$857K
VA
204
VestGen Advisors
Illinois
$855K +$64.5K +2,264 +8%
GWSG
205
GPS Wealth Strategies Group
Colorado
$854K -$272K -9,562 -24%
Rockefeller Capital Management
206
Rockefeller Capital Management
New York
$851K +$97K +3,407 +13%
LA
207
Lifeworks Advisors
Michigan
$846K -$18.9K -662 -2%
ARC
208
Advisor Resource Council
Texas
$830K -$3.68M -129,123 -82%
IWM
209
IHT Wealth Management
Illinois
$820K +$470K +16,499 +137%
Vontobel Holding
210
Vontobel Holding
Switzerland
$791K -$53.1K -1,866 -6%
SF
211
Symphony Financial
Texas
$772K +$695K +24,412 New
OS
212
Objectivity Squared
South Carolina
$767K +$207K +7,258 +37%
CWM
213
Certus Wealth Management
California
$762K
VT
214
Vise Technologies
New York
$746K +$739K +25,940 New
MFS
215
Mattson Financial Services
Michigan
$733K -$256 -9 -0%
BW
216
Blalock Williams
Alabama
$716K +$709K +24,899 New
PP
217
Patron Partners
Texas
$712K +$705K +24,741 New
XPN
218
XY Planning Network
Montana
$707K +$699K +24,559 New
OWA
219
Opal Wealth Advisors
New York
$687K -$212K -7,453 -24%
CFAM
220
Center For Asset Management
Florida
$684K -$515K -18,093 -42%
LGW
221
Leslie Global Wealth
Illinois
$682K -$10.5M -367,842 -94%
VCM
222
Virtue Capital Management
Tennessee
$681K +$73.2K +2,570 +12%
BWMG
223
Barnes Wealth Management Group
California
$649K +$62.8K +2,204 +11%
AC
224
ASB Consultores
Florida
$645K +$639K +22,431 New
CP
225
Clarendon Private
Massachusetts
$641K +$1.94K +68 +0.3%