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State Street SPDR Portfolio Short Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FPW
251
Flagship Private Wealth
Massachusetts
$273K +$45.6K +1,569 +20%
SWP
252
Strategic Wealth Partners
Ohio
$271K +$35.1K +1,207 +15%
WCM
253
Washington Capital Management
Washington
$264K +$267K +9,176 New
KFGK
254
Keystone Financial Group (Kentucky)
Kentucky
$261K +$263K +9,062 New
CF
255
Clarity Financial
Texas
$246K +$249K +8,558 New
KAS
256
Kestra Advisory Services
Texas
$237K +$239K +8,223 New
CTA
257
Chesley Taft & Associates
Illinois
$235K
CSWG
258
Cardinal Strategic Wealth Guidance
Kentucky
$234K
PWM
259
Prosperity Wealth Management
California
$228K +$7.47K +257 +3%
FW
260
FirstPurpose Wealth
Utah
$227K -$14.5K -498 -6%
LA
261
Lifeworks Advisors
Michigan
$225K -$794K -27,336 -78%
William Blair & Company
262
William Blair & Company
Illinois
$225K -$270K -9,304 -54%
SWM
263
Spire Wealth Management
Virginia
$222K +$1.6K +55 +0.7%
MWM
264
Meridian Wealth Management
Kentucky
$214K +$6.95K +239 +3%
LNC
265
Lincoln National Corp
Pennsylvania
$207K +$2.76K +95 +1%
Charles Schwab
266
Charles Schwab
California
$205K -$1.16K -40 -0.6%
CMBA
267
C.M. Bidwell & Associates
Hawaii
$205K
CFG
268
Carr Financial Group
Massachusetts
$204K
FWP
269
Falcon Wealth Planning
California
$201K -$3.02K -104 -1%
IGWM
270
ICA Group Wealth Management
Colorado
$167K -$415K -14,287 -71%
OLVIG
271
Oliver Lagore Vanvalin Investment Group
Michigan
$145K +$146K +5,031 New
HR
272
Howe & Rusling
New York
$134K +$135K +4,643 New
PP
273
PrairieView Partners
Minnesota
$124K -$4.94K -170 -4%
HI
274
Harbour Investments
Wisconsin
$111K +$73.5K +2,530 +193%
ODG
275
O'Dell Group
Ohio
$106K +$107K +3,695 New