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State Street SPDR Portfolio Short Term Treasury ETF
SPTS

Name Holding Trade Value Shares
Change 		Change in
Stake
FCH
301
Freestone Capital Holdings
Washington
$285K -$167K -5,735 -37%
SAS
302
SMI Advisory Services
Indiana
$278K -$639 -22 -0.2%
CL
303
Choreo LLC
Illinois
$277K – – –
IWM
304
IHT Wealth Management
Illinois
$276K -$73.7K -2,537 -21%
SIS
305
Sound Income Strategies
Florida
$271K +$272K +9,354 New
FHC
306
First Heartland Consultants
Missouri
$270K – – –
SA
307
Sanctuary Advisors
Indiana
$266K -$216K -7,451 -45%
FTS
308
Fifth Third Securities
Ohio
$263K -$4.97K -171 -2%
WCP
309
Wealthcare Capital Partners
Pennsylvania
$262K +$4.68K +161 +2%
WWM
310
Walser Wealth Management
Florida
$257K +$257K +8,843 New
AG
311
Ascent Group
Virginia
$250K -$221K -7,602 -47%
AF
312
Allworth Financial
California
$242K -$121K -4,149 -33%
AWM
313
AE Wealth Management
Kansas
$239K -$10.7K -367 -4%
FHC
314
First Horizon Corporation
Tennessee
$238K -$241K -8,308 -50%
NI
315
Natural Investments
California
$237K +$20.5K +706 +9%
CTA
316
Chesley Taft & Associates
Illinois
$236K – – –
HWP
317
Highline Wealth Partners
California
$234K +$234K +8,070 New
LA
318
Lifeworks Advisors
Michigan
$232K -$376K -12,944 -62%
PA
319
Parallel Advisors
California
$231K +$58 +2 +0%
HPC
320
HM Payson & Co
Maine
$229K -$50.1K -1,724 -18%
HR
321
Howe & Rusling
New York
$226K +$2.12K +73 +0.9%
B
322
BetterWealth
California
$226K – – –
CA
323
CoreCap Advisors
Michigan
$226K -$1.92K -66 -0.8%
LT
324
Legacy Trust
Michigan
$226K – – –
HBS
325
Howard Bailey Securities
Indiana
$218K -$1.57K -54 -0.7%
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