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State Street SPDR Portfolio Short Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OPS
226
Orion Portfolio Solutions
Nebraska
$395K -$57.2K -1,969 -13%
WC
227
Waterloo Capital
Texas
$392K +$396K +13,621 New
SWA
228
Stratos Wealth Advisors
Ohio
$380K -$769K -26,481 -67%
WI
229
WBI Investments
New Jersey
$372K -$48.3K -1,662 -11%
KWA
230
KCS Wealth Advisory
California
$361K +$92.6K +3,188 +34%
GFA
231
Gallagher Fiduciary Advisors
Illinois
$355K -$99.5K -3,424 -22%
CSPIA
232
Cary Street Partners Investment Advisory
Virginia
$353K +$352K +12,116 +8,909%
CWM
233
Congress Wealth Management
Massachusetts
$347K -$15.1K -518 -4%
PA
234
PFG Advisors
Arizona
$331K
1832 Asset Management
235
1832 Asset Management
Ontario, Canada
$325K +$2.7K +93 +0.8%
AWM
236
Accurate Wealth Management
Florida
$324K +$38.7K +1,331 +13%
PWMG
237
Pinnacle Wealth Management Group
Michigan
$324K -$17.6K -605 -5%
DADC
238
D.A. Davidson & Co
Montana
$322K +$19.8K +680 +6%
FIM
239
FWL Investment Management
Texas
$320K -$25.3K -869 -7%
CWM
240
Collaborative Wealth Management
Florida
$315K -$195K -6,716 -38%
PA
241
Probity Advisors
Texas
$313K +$315K +10,857 New
Creative Planning
242
Creative Planning
Kansas
$308K -$38.5K -1,324 -11%
MKA
243
M. Kulyk & Associates
Georgia
$304K -$63.1K -2,171 -17%
NWM
244
Northwest Wealth Management
Iowa
$294K +$2.18K +75 +0.7%
BJL
245
Brighton Jones LLC
Washington
$292K +$2.56K +88 +0.9%
HPC
246
Hobart Private Capital
North Carolina
$286K +$35.8K +1,232 +14%
GG
247
Golden Green
South Carolina
$285K -$5.75K -198 -2%
CIC
248
Carnegie Investment Counsel
Ohio
$281K -$23.4K -807 -8%
MCC
249
Money Concepts Capital
Florida
$276K -$518K -17,834 -65%
FT
250
Fiduciary Trust
Massachusetts
$276K