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State Street SPDR Portfolio Short Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MCC
251
Money Concepts Capital
Florida
$527K -$85K -2,928 -14%
MFA
252
Mayflower Financial Advisors
Massachusetts
$524K – – –
ACA
253
Aptus Capital Advisors
Alabama
$521K +$348K +11,993 +201%
GS
254
GTS Securities
Florida
$516K +$516K +17,779 New
CAM
255
Clark Asset Management
New Hampshire
$515K +$77.2K +2,656 +18%
VPF
256
Vantage Point Financial
Illinois
$513K +$514K +17,681 New
RCS
257
Retirement Capital Strategies
California
$500K – – –
CWM
258
Cranbrook Wealth Management
Michigan
$499K +$72.2K +2,486 +17%
MWML
259
Morrissey Wealth Management, LLC
Connecticut
$497K +$504K +17,359 New
PL
260
Protective Life
Alabama
$496K -$186K -6,410 -27%
TFA
261
Transamerica Financial Advisors
Florida
$479K +$269K +9,252 +127%
FAM
262
Formidable Asset Management
Ohio
$477K +$475K +16,354 New
MKA
263
M. Kulyk & Associates
Georgia
$469K +$16.1K +555 +4%
FRA
264
Front Row Advisors
California
$469K – – –
CTFG
265
Capstone Triton Financial Group
Oklahoma
$462K -$459K -15,794 -50%
WB
266
WesBanco Bank
West Virginia
$460K – – –
BC
267
Barnett & Company
Tennessee
$453K +$454K +15,620 New
PA
268
PFG Advisors
Arizona
$447K -$9.63M -331,445 -96%
Bank of Montreal
269
Bank of Montreal
Ontario, Canada
$444K -$139K -4,779 -24%
TF
270
Theory Financial
Colorado
$436K -$2.56K -88 -0.6%
SWA
271
Sightline Wealth Advisors
Connecticut
$430K +$4.07K +140 +1%
CIC
272
Carnegie Investment Counsel
Ohio
$424K +$11.9K +410 +3%
BRWA
273
B. Riley Wealth Advisors
Florida
$420K +$3.49K +120 +0.8%
AIM
274
Acropolis Investment Management
Missouri
$418K – – –
LA
275
Latitude Advisors
Florida
$415K +$184K +6,332 +79%