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State Street SPDR Portfolio Short Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BC
251
Burney Company
Virginia
$200K +$200K +6,927 New
PC
252
Pecaut & Co
Iowa
$195K +$195K +6,755 New
VWM
253
Valley Wealth Managers
New Jersey
$190K
SWM
254
Spire Wealth Management
Virginia
$185K +$1.39K +48 +0.8%
MCC
255
Money Concepts Capital
Florida
$174K +$97.8K +3,387 +128%
SIM
256
Studio Investment Management
Illinois
$173K -$5.33M -184,420 -97%
ASN
257
Advisory Services Network
Georgia
$160K +$160K +5,554 New
NFSG
258
Newbridge Financial Services Group
Florida
$110K +$110K +3,806 New
BAM
259
Belpointe Asset Management
Nevada
$105K +$105K +3,627 New
FWM
260
Focused Wealth Management
New York
$75.5K -$404 -14 -0.5%
SWM
261
Sugarloaf Wealth Management
Georgia
$72.1K +$72.1K +2,497 New
RCM
262
Raleigh Capital Management
North Carolina
$63.5K -$1.16K -40 -2%
HWMA
263
Heritage Wealth Management (Arizona)
Arizona
$60.6K +$30.3K +1,049 +100%
TWA
264
TCI Wealth Advisors
Arizona
$54.9K +$54.9K +1,900 New
CSWM
265
Cassady Schiller Wealth Management
Ohio
$53.4K +$53.4K +1,847 New
HI
266
Harbour Investments
Wisconsin
$46.4K -$109K -3,763 -70%
WTC
267
WhitTier Trust Company
Nevada
$45.5K
CB
268
CNB Bank
Pennsylvania
$41.6K
FIM
269
FWL Investment Management
Texas
$41.2K +$12.5K +434 +44%
TPCW
270
TD Private Client Wealth
New York
$40.2K -$809 -28 -2%
CSPIA
271
Cary Street Partners Investment Advisory
Virginia
$39.3K -$58.8K -2,035 -60%
PNC Financial Services Group
272
PNC Financial Services Group
Pennsylvania
$38.1K +$38.1K +1,320 New
USCWA
273
U.S. Capital Wealth Advisors
Texas
$36.3K +$36.3K +1,255 New
GI
274
Gradient Investments
Minnesota
$35.5K -$8.95M -309,758 -100%
CWM
275
Cranbrook Wealth Management
Michigan
$33.8K