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State Street SPDR Portfolio Short Term Treasury ETF
SPTS

Name Holding Trade Value Shares
Change 		Change in
Stake
RCS
276
Retirement Capital Strategies
California
$504K – – –
AWM
277
AE Wealth Management
Kansas
$494K +$196K +6,689 +66%
CSP
278
Cary Street Partners
Virginia
$494K -$97.4K -3,323 -16%
FHC
279
First Horizon Corporation
Tennessee
$484K +$243K +8,308 +101%
FRA
280
Front Row Advisors
California
$475K – – –
WB
281
WesBanco Bank
West Virginia
$465K +$24.3K +828 +6%
CTFG
282
Capstone Triton Financial Group
Oklahoma
$464K – – –
MCC
283
Money Concepts Capital
Florida
$450K -$13.3K -455 -3%
CAM
284
Clark Asset Management
New Hampshire
$442K -$125K -4,282 -22%
CWM
285
Cranbrook Wealth Management
Michigan
$437K +$17.5K +599 +4%
AIM
286
Acropolis Investment Management
Missouri
$422K – – –
MKA
287
M. Kulyk & Associates
Georgia
$415K +$415K +14,171 New
AAS
288
Ameritas Advisory Services
Nebraska
$407K -$432K -14,739 -51%
PPC
289
Park Place Capital
Alabama
$403K +$403K +13,762 New
CFG
290
Cornerstone Financial Group
Nebraska
$402K -$9.81K -335 -2%
AIA
291
AIMZ Investment Advisors
California
$401K +$401K +13,682 New
FWP
292
Falcon Wealth Planning
California
$390K -$8.23K -281 -2%
SWA
293
Sax Wealth Advisors
New Jersey
$387K -$81.2K -2,772 -17%
FHC
294
First Heartland Consultants
Missouri
$385K – – –
SF
295
Summit Financial
New Jersey
$382K +$3.02K +103 +0.8%
APA
296
Astoria Portfolio Advisors
New York
$380K -$69.1K -2,357 -15%
NRG
297
Nemes Rush Group
Michigan
$378K +$122K +4,154 +47%
DADC
298
D.A. Davidson & Co
Montana
$378K +$378K +12,895 New
CWM
299
Collaborative Wealth Management
Florida
$373K -$112K -3,830 -23%
PCA
300
Pallas Capital Advisors
Massachusetts
$371K – – –
10 11
12
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