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State Street SPDR Portfolio Short Term Treasury ETF
SPTS

Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
251
Brown Financial Advisors
Ohio
$566K -$23.7K -810 -4%
KFGK
252
Keystone Financial Group (Kentucky)
Kentucky
$553K +$2.92K +100 +0.5%
EK
253
Evensky & Katz
Florida
$529K +$3.33K +114 +0.6%
MFA
254
Mayflower Financial Advisors
Massachusetts
$527K – – –
SC
255
Savant Capital
Illinois
$517K -$58.3K -1,993 -10%
MS
256
Millington Securities
New Jersey
$513K +$515K +17,591 New
WI
257
WBI Investments
New Jersey
$513K +$515K +17,591 New
RCS
258
Retirement Capital Strategies
California
$503K – – –
CSP
259
Cary Street Partners
Virginia
$491K -$1.02K -35 -0.2%
SA
260
Sanctuary Advisors
Indiana
$485K -$2.73M -93,505 -85%
GM
261
GeoWealth Management
Illinois
$484K -$339K -11,589 -41%
FHC
262
First Horizon Corporation
Tennessee
$482K – – –
FRA
263
Front Row Advisors
California
$474K – – –
AG
264
Ascent Group
Virginia
$473K -$157K -5,367 -25%
OC
265
Optima Capital
Oregon
$472K -$203K -6,929 -30%
WB
266
WesBanco Bank
West Virginia
$463K – – –
LJAC
267
L.J. Altfest & Co
New York
$460K -$56K -1,915 -11%
MKA
268
M. Kulyk & Associates
Georgia
$456K +$42.6K +1,458 +10%
FCH
269
Freestone Capital Holdings
Washington
$454K -$349K -11,919 -43%
TF
270
Theory Financial
Colorado
$441K -$816K -27,911 -65%
CAM
271
Clark Asset Management
New Hampshire
$441K – – –
CWM
272
Cranbrook Wealth Management
Michigan
$429K -$6.38K -218 -1%
SWA
273
Sightline Wealth Advisors
Connecticut
$429K -$245K -8,377 -36%
AIM
274
Acropolis Investment Management
Missouri
$420K – – –
BRWA
275
B. Riley Wealth Advisors
Florida
$418K -$241K -8,225 -36%
9 10
11
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