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State Street SPDR Portfolio Short Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PCS
251
Personal CFO Solutions
New Jersey
– -$2.81M -91,627 Closed
LWS
252
Lucia Wealth Services
California
– -$2.1M -68,362 Closed
GSWM
253
Golden State Wealth Management
California
– -$1.95M -63,488 Closed
GC
254
Gratus Capital
Georgia
– -$1.32M -42,974 Closed
ZIM
255
Zacks Investment Management
Illinois
– -$1.31M -42,724 Closed
RA
256
RFG Advisory
Alabama
– -$1.04M -33,931 Closed
Wolverine Trading
257
Wolverine Trading
Illinois
– -$899K -29,293 Closed
LFPWM
258
Leicht Financial Planning & Wealth Management
New Jersey
– -$828K -27,084 Closed
CAM
259
Congress Asset Management
Massachusetts
– -$798K -25,974 Closed
A
260
AdvicePeriod
California
– -$775K -25,242 Closed
IA
261
IFP Advisors
Florida
– -$580K -18,893 Closed
CCMG
262
Clark Capital Management Group
Pennsylvania
– -$562K -18,304 Closed
SF
263
Synovus Financial
Georgia
– -$508K -16,529 Closed
CAM
264
Concorde Asset Management
Michigan
– -$479K -15,601 Closed
Vanguard Personalized Indexing Management
265
Vanguard Personalized Indexing Management
California
– -$428K -13,927 Closed
HR
266
Hayden Royal
North Carolina
– -$409K -13,300 Closed
PWM
267
Paulson Wealth Management
Illinois
– -$282K -9,195 Closed
MAFM
268
Mid Atlantic Financial Management
Pennsylvania
– -$247K -8,038 Closed
SA
269
Shilanski & Associates
Alaska
– -$233K -7,593 Closed
LA
270
LexAurum Advisors
Kansas
– -$215K -6,995 Closed
SWA
271
Stratos Wealth Advisors
Ohio
– -$63K -2,048 Closed
ACA
272
Aptus Capital Advisors
Alabama
– -$58K -1,893 Closed
DWM
273
Darwin Wealth Management
Florida
– -$52K -1,724 Closed
AF
274
Allworth Financial
California
– -$19K -627 Closed
AIS
275
Accurate Investment Solutions
Pennsylvania
– -$9K -305 Closed