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State Street SPDR Portfolio Short Term Treasury ETF
SPTS

Name Holding Trade Value Shares
Change 		Change in
Stake
NEAM
351
New England Asset Management
Connecticut
$5.77K +$5.75K +200 New
DFA
352
DHJJ Financial Advisors
Illinois
$5.57K – – –
KFS
353
Kelly Financial Services
Massachusetts
$4.91K +$29 +1 +0.6%
GWANC
354
Guardian Wealth Advisors (North Carolina)
North Carolina
$4.82K +$4.81K +167 New
FLPIM
355
F.L. Putnam Investment Management
Massachusetts
$4.59K +$4.58K +159 New
AIM
356
Anchor Investment Management
South Carolina
$3.12K – – –
SWS
357
SYSTM Wealth Solutions
Illinois
$3.03K +$3.02K +105 New
AP
358
Atwood & Palmer
Missouri
$2.6K +$2.59K +90 New
AGWCA
359
Annis Gardner Whiting Capital Advisors
Florida
$2.08K – – –
FFA
360
Founders Financial Alliance
North Carolina
$779 -$8.63K -300 -92%
AWM
361
Atticus Wealth Management
Florida
$722 -$7.45K -259 -91%
CWP
362
Concord Wealth Partners
Virginia
$635 – – –
OSAM
363
O'Shaughnessy Asset Management
Connecticut
$231 +$230 +8 New
RS
364
Rakuten Securities
Japan
$29 – – –
VDI
365
Vaughan David Investments
Illinois
– -$806K -27,879 Closed
TB
366
Treynor Bancshares
Iowa
– -$645K -22,307 Closed
MFGM
367
Marshall Financial Group (Maryland)
Maryland
– -$523K -18,098 Closed
TGAM
368
TBH Global Asset Management
Tennessee
– -$489K -16,921 Closed
UWM
369
USAdvisors Wealth Management
Minnesota
– -$484K -16,709 Closed
FMWA
370
Forvis Mazars Wealth Advisors
Missouri
– -$462K -15,958 Closed
SWP
371
Significant Wealth Partners
Illinois
– -$364K -12,603 Closed
BBHC
372
Brown Brothers Harriman & Co
New York
– -$357K -12,329 Closed
JWM
373
JGP Wealth Management
Oregon
– -$291K -10,064 Closed
AFWM
374
AMJ Financial Wealth Management
Virginia
– -$268K -9,281 Closed
ACM
375
AlphaStar Capital Management
North Carolina
– -$268K -9,273 Closed
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15
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