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State Street SPDR Portfolio Short Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PTC
226
Private Trust Company
Ohio
$789K -$140K -4,802 -15%
CMAI
227
Capital Management Associates Inc
Minnesota
$784K
CCFM
228
Clear Creek Financial Management
Washington
$779K +$40.9K +1,399 +6%
ASN
229
Advisory Services Network
Georgia
$761K -$92.7K -3,171 -11%
SC
230
Slow Capital
California
$759K -$561K -19,190 -42%
WAS
231
Winch Advisory Services
Wisconsin
$749K +$12K +410 +2%
CMMS
232
Comprehensive Money Management Services
Florida
$737K -$10.2K -350 -1%
BW
233
Blalock Williams
Alabama
$730K
MWM
234
Maridea Wealth Management
New York
$720K +$502K +17,150 +228%
TC
235
Trilogy Capital
California
$718K -$249K -8,503 -26%
CBA
236
Coastal Bridge Advisors
Connecticut
$695K -$195K -6,680 -22%
MW
237
Maia Wealth
Colorado
$691K -$244K -8,331 -26%
PL
238
Protective Life
Alabama
$686K +$688K +23,506 New
SFS
239
Sowell Financial Services
Arkansas
$685K +$7.9K +270 +1%
TIA
240
TCFG Investment Advisors
California
$684K +$685K +23,426 New
TWM
241
TCFG Wealth Management
California
$684K +$685K +23,426 New
PW
242
Paladin Wealth
Minnesota
$680K +$19.2K +657 +3%
US Bancorp
243
US Bancorp
Minnesota
$674K -$3.8K -130 -0.6%
CWM
244
Centurion Wealth Management
Virginia
$642K -$146K -5,000 -19%
GFG
245
Goldstone Financial Group
Illinois
$620K -$38.5K -1,315 -6%
MCC
246
Money Concepts Capital
Florida
$616K +$167K +5,715 +37%
LA
247
Lifeworks Advisors
Michigan
$611K -$160K -5,455 -21%
PFA
248
Portland Financial Advisors
New York
$588K
Bank of Montreal
249
Bank of Montreal
Ontario, Canada
$586K -$87.1K -2,977 -13%
DC
250
Destiny Capital
Colorado
$576K -$322K -11,013 -36%