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State Street SPDR Portfolio Short Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
251
CAPTRUST Financial Advisors
North Carolina
$420K -$132K -4,524 -24%
GSC
252
Ground Swell Capital
South Carolina
$413K +$413K +14,223 New
Bank of Montreal
253
Bank of Montreal
Ontario, Canada
$410K -$81.5K -2,802 -17%
W
254
WorthPointe
California
$410K +$410K +14,116 New
WB
255
WesBanco Bank
West Virginia
$405K -$52.9K -1,819 -12%
KFGK
256
Keystone Financial Group (Kentucky)
Kentucky
$400K +$66.9K +2,301 +20%
VT
257
Vise Technologies
New York
$389K +$19.9K +684 +5%
LFG
258
Larson Financial Group
Missouri
$386K -$20.3K -698 -5%
AWM
259
AE Wealth Management
Kansas
$385K -$64.9K -2,233 -14%
FWP
260
Falcon Wealth Planning
California
$382K +$383K +13,170 New
AIM
261
Acropolis Investment Management
Missouri
$381K +$4.36K +150 +1%
KAS
262
Kestra Advisory Services
Texas
$371K +$22.1K +759 +6%
PCA
263
Pallas Capital Advisors
Massachusetts
$368K
HPC
264
HM Payson & Co
Maine
$364K +$68.6K +2,359 +23%
IA
265
IFP Advisors
Florida
$358K -$236K -8,127 -40%
FTS
266
Fifth Third Securities
Ohio
$357K +$357K +12,289 New
KPWS
267
Kestra Private Wealth Services
Texas
$347K -$1.08M -37,029 -76%
TIP
268
Tandem Investment Partners
New Jersey
$343K +$344K +11,829 New
PGFC
269
Peapack-Gladstone Financial Corp
New Jersey
$339K -$75.6K -2,600 -18%
Mercer Global Advisors
270
Mercer Global Advisors
Colorado
$339K -$207K -7,125 -38%
CWM
271
Congress Wealth Management
Massachusetts
$325K +$34.5K +1,188 +12%
ODA
272
One Degree Advisors
California
$323K -$9.65K -332 -3%
GWM
273
Geneos Wealth Management
Colorado
$320K -$1.31K -45 -0.4%
PWMG
274
Pinnacle Wealth Management Group
Michigan
$314K -$18.9K -650 -6%
CWM
275
Cranbrook Wealth Management
Michigan
$313K +$50.1K +1,724 +19%