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State Street SPDR Portfolio Short Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
APW
251
Austin Private Wealth
Texas
$532K +$71.4K +2,442 +16%
MFA
252
Mayflower Financial Advisors
Massachusetts
$529K
IAA
253
Independent Advisor Alliance
North Carolina
$526K +$25.2K +863 +5%
EK
254
Evensky & Katz
Florida
$521K +$5.15K +176 +1%
RCS
255
Retirement Capital Strategies
California
$505K
CMAI
256
Capital Management Associates Inc
Minnesota
$495K +$494K +16,880 New
CWM
257
Collaborative Wealth Management
Florida
$485K -$32.8K -1,121 -6%
KFGK
258
Keystone Financial Group (Kentucky)
Kentucky
$479K +$35.1K +1,201 +8%
Corient Private Wealth
259
Corient Private Wealth
Florida
$478K +$476K +16,293 New
FRA
260
Front Row Advisors
California
$476K -$33.3K -1,140 -7%
GWM
261
Geneos Wealth Management
Colorado
$475K -$9.38K -321 -2%
SWA
262
Sax Wealth Advisors
New Jersey
$469K -$25.6K -875 -5%
CTFG
263
Capstone Triton Financial Group
Oklahoma
$465K -$22.6K -773 -5%
MCC
264
Money Concepts Capital
Florida
$464K +$26.9K +920 +6%
TWM
265
TCFG Wealth Management
California
$460K -$381K -13,034 -45%
Bank of Montreal
266
Bank of Montreal
Ontario, Canada
$458K -$1.43K -49 -0.3%
Jane Street
267
Jane Street
New York
$452K +$451K +15,427 New
PFA
268
Portland Financial Advisors
New York
$449K +$447K +15,300 New
APA
269
Astoria Portfolio Advisors
New York
$448K -$5.64K -193 -1%
WB
270
WesBanco Bank
West Virginia
$441K +$50K +1,709 +13%
AIM
271
Acropolis Investment Management
Missouri
$422K
HPC
272
HM Payson & Co
Maine
$421K +$134K +4,589 +47%
CWM
273
Cranbrook Wealth Management
Michigan
$420K +$91.7K +3,138 +28%
JWCA
274
J.W. Cole Advisors
Florida
$417K -$89.7K -3,069 -18%
CFG
275
Cornerstone Financial Group
Nebraska
$412K -$65.4K -2,237 -14%