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State Street SPDR Portfolio Short Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CSPIA
251
Cary Street Partners Investment Advisory
Virginia
$359K +$2.92K +100 +0.8%
KAS
252
Kestra Advisory Services
Texas
$354K +$351K +12,041 New
VWM
253
Venturi Wealth Management
Texas
$348K +$200K +6,845 +137%
TI
254
TrueMark Investments
Illinois
$345K -$34K -1,167 -9%
FHC
255
First Heartland Consultants
Missouri
$345K -$1.5M -51,491 -81%
WAM
256
WNY Asset Management
New York
$341K +$339K +11,605 New
KFGK
257
Keystone Financial Group (Kentucky)
Kentucky
$338K +$335K +11,480 New
PWMG
258
Pinnacle Wealth Management Group
Michigan
$337K +$16K +550 +5%
ODA
259
One Degree Advisors
California
$337K +$335K +11,477 New
Lido Advisors
260
Lido Advisors
California
$326K -$7.99K -274 -2%
RMAM
261
Raab & Moskowitz Asset Management
New Jersey
$326K -$56.6K -1,940 -15%
GWM
262
Geneos Wealth Management
Colorado
$326K -$71.9K -2,465 -18%
SOS
263
Silver Oak Securities
Tennessee
$317K +$56.2K +1,927 +22%
MFP
264
Meridian Financial Partners
Virginia
$308K -$720K -24,679 -70%
CIC
265
Carnegie Investment Counsel
Ohio
$308K -$52K -1,782 -15%
1832 Asset Management
266
1832 Asset Management
Ontario, Canada
$304K -$16.7K -572 -5%
IAA
267
Independent Advisor Alliance
North Carolina
$301K
CA
268
CGN Advisors
Kansas
$300K +$46.7K +1,601 +19%
HPC
269
HM Payson & Co
Maine
$300K -$21.3K -730 -7%
LWL
270
Leo Wealth LLC
Texas
$299K +$297K +10,172 New
APW
271
Austin Private Wealth
Texas
$295K -$10.9K -372 -4%
CWM
272
Congress Wealth Management
Massachusetts
$295K
M1FG
273
Mach-1 Financial Group
Arkansas
$285K
MKA
274
M. Kulyk & Associates
Georgia
$282K
AA
275
Advisory Alpha
Michigan
$280K +$277K +9,507 New