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State Street SPDR Portfolio Short Term Treasury ETF
SPTS

Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
326
Beaumont Financial Advisors
Massachusetts
– -$433K -14,973 Closed
APWA
327
Atlas Private Wealth Advisors
New Jersey
– -$291K -10,053 Closed
FCH
328
Freestone Capital Holdings
Washington
– -$288K -9,946 Closed
IA
329
IFG Advisory
Georgia
– -$278K -9,633 Closed
JWS
330
Juncture Wealth Strategies
Arizona
– -$264K -9,133 Closed
PCS
331
Personal CFO Solutions
New Jersey
– -$256K -8,867 Closed
FW
332
FirstPurpose Wealth
Utah
– -$255K -8,818 Closed
LJAC
333
L.J. Altfest & Co
New York
– -$211K -7,294 Closed
JIR
334
James Investment Research
Ohio
– -$177K -6,116 Closed
SL
335
Savior LLC
Massachusetts
– -$116K -4,000 Closed
SPIA
336
Steward Partners Investment Advisory
New York
– -$110K -3,804 Closed
FM
337
Family Management
New York
– -$96K -3,318 Closed
ODG
338
O'Dell Group
Ohio
– -$87K -3,020 Closed
AFS
339
Annapolis Financial Services
Maryland
– -$19K -649 Closed
PFA
340
Professional Financial Advisors
Nebraska
– -$15K -533 Closed
TCWA
341
Ten Capital Wealth Advisors
Washington
– -$11K -376 Closed
TFS
342
TrustCore Financial Services
Tennessee
– -$9K -321 Closed
ACM
343
Absolute Capital Management
Pennsylvania
– -$2.72K -94 Closed
ACA
344
Aptus Capital Advisors
Alabama
– -$1K -28 Closed
GWANC
345
Guardian Wealth Advisors (North Carolina)
North Carolina
– -$1K -28 Closed
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