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State Street SPDR Portfolio Short Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BJL
251
Brighton Jones LLC
Washington
$294K -$20.2K -697 -6%
AWM
252
Accurate Wealth Management
Florida
$289K -$147K -5,063 -34%
FT
253
Fiduciary Trust
Massachusetts
$280K -$3.05K -105 -1%
KWA
254
KCS Wealth Advisory
California
$274K -$4.5K -155 -2%
Rockefeller Capital Management
255
Rockefeller Capital Management
New York
$268K -$43.3K -1,492 -14%
LFAS
256
Level Four Advisory Services
Texas
$260K -$1.68K -58 -0.6%
HPC
257
Hobart Private Capital
North Carolina
$254K +$252K +8,693 New
TA
258
TrueWealth Advisors
Alabama
$252K -$119K -4,110 -32%
FW
259
FirstPurpose Wealth
Utah
$245K +$243K +8,372 New
SWP
260
Strategic Wealth Partners
Ohio
$240K +$2.84K +98 +1%
CTA
261
Chesley Taft & Associates
Illinois
$238K
CSWG
262
Cardinal Strategic Wealth Guidance
Kentucky
$238K +$21.9K +754 +10%
CWM
263
Cornerstone Wealth Management
Missouri
$236K +$234K +8,068 New
FPW
264
Flagship Private Wealth
Massachusetts
$232K -$95.3K -3,284 -29%
BRWA
265
B. Riley Wealth Advisors
Florida
$232K +$230K +7,922 New
EK
266
Evensky & Katz
Florida
$229K -$2.5M -86,345 -92%
PWM
267
Prosperity Wealth Management
California
$224K +$222K +7,665 New
SWM
268
Spire Wealth Management
Virginia
$223K +$35.6K +1,229 +19%
Cerity Partners
269
Cerity Partners
New York
$216K -$13.1K -450 -6%
OC
270
Oppenheimer & Co
New York
$216K +$215K +7,400 New
MWM
271
Meridian Wealth Management
Kentucky
$211K +$209K +7,211 New
Charles Schwab
272
Charles Schwab
California
$209K +$208K +7,164 New
CMBA
273
C.M. Bidwell & Associates
Hawaii
$208K -$18.9K -650 -8%
LNC
274
Lincoln National Corp
Pennsylvania
$207K +$205K +7,084 New
FWP
275
Falcon Wealth Planning
California
$207K -$2.49K -86 -1%