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State Street SPDR Portfolio Short Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWG
226
Portside Wealth Group
Utah
$400K -$32.4K -1,128 -7%
AWM
227
Avior Wealth Management
Nebraska
$400K -$78K -2,714 -16%
AWMS
228
Advocacy Wealth Management Services
Georgia
$396K
VT
229
Vise Technologies
New York
$396K -$13.9K -485 -3%
WI
230
WBI Investments
New Jersey
$383K +$12.1K +420 +3%
HR
231
Howe & Rusling
New York
$369K +$236K +8,219 +177%
WIC
232
Woodmont Investment Counsel
Tennessee
$363K +$363K +12,647 New
AWM
233
Accurate Wealth Management
Florida
$361K +$39.7K +1,381 +12%
AIM
234
Acropolis Investment Management
Missouri
$353K +$354K +12,300 New
CSPIA
235
Cary Street Partners Investment Advisory
Virginia
$348K -$3.82K -133 -1%
ACM
236
AlphaStar Capital Management
North Carolina
$346K -$758K -26,368 -69%
CWM
237
Congress Wealth Management
Massachusetts
$345K -$776 -27 -0.2%
PWMG
238
Pinnacle Wealth Management Group
Michigan
$323K
1832 Asset Management
239
1832 Asset Management
Ontario, Canada
$321K -$2.79K -97 -0.9%
CWM
240
Collaborative Wealth Management
Florida
$318K +$3.94K +137 +1%
PA
241
Probity Advisors
Texas
$307K -$5.14K -179 -2%
PWM
242
Prosperity Wealth Management
California
$303K +$75.2K +2,616 +33%
FIM
243
FWL Investment Management
Texas
$302K -$17.4K -606 -5%
KWA
244
KCS Wealth Advisory
California
$302K -$59.1K -2,055 -16%
NWM
245
Northwest Wealth Management
Iowa
$294K +$1.29K +45 +0.4%
CIC
246
Carnegie Investment Counsel
Ohio
$287K +$6.18K +215 +2%
BJL
247
Brighton Jones LLC
Washington
$284K -$7.39K -257 -3%
FHC
248
First Heartland Consultants
Missouri
$283K -$351K -12,216 -55%
MCC
249
Money Concepts Capital
Florida
$278K +$2.01K +70 +0.7%
TWM
250
TMD Wealth Management
Arizona
$271K +$271K +9,421 New