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State Street SPDR Portfolio Short Term Treasury ETF
SPTS

Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
301
Alaska Wealth Advisors
Alaska
$22.3K -$1.64K -57 -7%
AAG
302
Armstrong Advisory Group
Massachusetts
$22.2K +$22.2K +774 New
IRC
303
Investors Research Corp
Georgia
$21.1K – – –
GI
304
Gradient Investments
Minnesota
$20.9K +$16.2K +563 +343%
LF
305
Lee Financial
Texas
$18.8K +$18.8K +655 New
CT
306
Colonial Trust
South Carolina
$17.9K – – –
NCM
307
Northwest Capital Management
Oregon
$14.9K +$546 +19 +4%
CBT
308
CoreFirst Bank & Trust
Kansas
$14.9K +$14.9K +518 New
NRG
309
Nemes Rush Group
Michigan
$14.7K – – –
RG
310
Retirement Group
California
$11.5K +$86 +3 +0.8%
PP
311
Pacifica Partners
Canada
$11K – – –
WWM
312
Wolff Wiese Magana
California
$10.8K – – –
TFG
313
Team Financial Group
California
$10.3K +$10.3K +358 New
HWA
314
HHM Wealth Advisors
Tennessee
$9.62K – – –
BCWM
315
Bartlett & Co Wealth Management
Ohio
$9.33K – – –
BC
316
Bartlett & Co
Ohio
$9K – – –
FAM
317
Flaharty Asset Management
Florida
$8.76K +$8.77K +305 New
WT
318
Washington Trust
Rhode Island
$8.47K – – –
SPIA
319
Steward Partners Investment Advisory
New York
$7.75K +$7.76K +270 New
PA
320
Parallel Advisors
California
$7.5K – – –
OCM
321
Orion Capital Management
California
$7.21K +$7.21K +251 New
KFS
322
Kelly Financial Services
Massachusetts
$6.15K +$29 +1 +0.5%
NEAM
323
New England Asset Management
Connecticut
$5.74K +$5.75K +200 New
DFA
324
DHJJ Financial Advisors
Illinois
$5.54K +$5.55K +193 New
SIC
325
Salem Investment Counselors
North Carolina
$4.31K -$718 -25 -14%
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13
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