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State Street SPDR Portfolio Short Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
226
Collaborative Wealth Management
Florida
$303K -$1.91K -66 -0.6%
OMC
227
Old Mission Capital
Illinois
$302K +$302K +10,444 New
JIP
228
Jaffetilchin Investment Partners
Florida
$290K +$290K +10,045 New
SAG
229
SageView Advisory Group
California
$285K +$285K +9,866 New
FT
230
Fiduciary Trust
Massachusetts
$280K -$122K -4,235 -30%
KWA
231
KCS Wealth Advisory
California
$275K -$4.02M -139,327 -94%
KWM
232
Kingsview Wealth Management
Oregon
$273K +$273K +9,456 New
OWA
233
Outlook Wealth Advisors
Texas
$263K -$1.1K -38 -0.4%
AG
234
Ascent Group
Virginia
$259K +$259K +8,969 New
LFAS
235
Level Four Advisory Services
Texas
$258K -$9.99K -346 -4%
UCFA
236
United Capital Financial Advisors
Texas
$246K -$51.8K -1,794 -17%
William Blair & Company
237
William Blair & Company
Illinois
$244K +$100K +3,461 +69%
CTA
238
Chesley Taft & Associates
Illinois
$235K
SWP
239
Strategic Wealth Partners
Ohio
$235K +$13.1K +452 +6%
Janney Montgomery Scott
240
Janney Montgomery Scott
Pennsylvania
$231K +$7.22K +250 +3%
Cerity Partners
241
Cerity Partners
New York
$227K +$227K +7,850 New
CIC
242
Carnegie Investment Counsel
Ohio
$226K +$17.7K +614 +9%
CMBA
243
C.M. Bidwell & Associates
Hawaii
$224K -$142K -4,920 -39%
NAS
244
Nicolet Advisory Services
Wisconsin
$222K
PP
245
PrairieView Partners
Minnesota
$216K -$9.99K -346 -4%
CSWG
246
Cardinal Strategic Wealth Guidance
Kentucky
$213K -$76.1K -2,635 -26%
TCFP
247
Treasure Coast Financial Planning
Florida
$211K +$211K +7,308 New
Betterment LLC
248
Betterment LLC
New York
$211K +$211K +7,314 New
FWP
249
Falcon Wealth Planning
California
$207K -$347 -12 -0.2%
CFG
250
Carr Financial Group
Massachusetts
$204K +$204K +7,073 New