We are live on ! Find out more
SPTS icon

State Street SPDR Portfolio Short Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WWM
251
Western Wealth Management
Colorado
– -$400K -13,035 Closed
CWA
252
Capital Wealth Alliance
Arizona
– -$356K -11,593 Closed
BWM
253
BCGM Wealth Management
Indiana
– -$347K -11,319 Closed
OPS
254
Orion Portfolio Solutions
Nebraska
– -$323K -10,525 Closed
SCM
255
Stonehearth Capital Management
Massachusetts
– -$268K -8,740 Closed
MWM
256
McNaughton Wealth Management
California
– -$266K -8,650 Closed
JMFC
257
J.M. Forbes & Co
Massachusetts
– -$234K -7,607 Closed
RIA
258
Regal Investment Advisors
Michigan
– -$220K -7,156 Closed
FANJ
259
Financial Architects (New Jersey)
New Jersey
– -$213K -6,936 Closed
MAS
260
Managed Account Services
Florida
– -$210K -6,852 Closed
KAS
261
Kestra Advisory Services
Texas
– -$204K -6,652 Closed
I2I
262
Insight 2811 Inc
Illinois
– -$203K -6,602 Closed
OIM
263
Oder Investment Management
California
– -$76K -2,464 Closed
NFSG
264
Newbridge Financial Services Group
Florida
– -$43K -1,394 Closed
PWM
265
Perigon Wealth Management
California
– -$22K -710 Closed
ICP
266
Interchange Capital Partners
Pennsylvania
– -$18K -592 Closed
PMFA
267
Plante Moran Financial Advisors
Michigan
– -$8K -245 Closed
VWM
268
Venturi Wealth Management
Texas
– -$7K -229 Closed
US Bancorp
269
US Bancorp
Minnesota
– -$5K -165 Closed
AIM
270
Astor Investment Management
Illinois
– -$2K -69 Closed
GA
271
GoalVest Advisory
New York
– -$1K -44 Closed
SPIA
272
Steward Partners Investment Advisory
New York
– -$1K -24 Closed
SMA
273
Sage Mountain Advisors
Georgia
– +$429 +14 New