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State Street SPDR Portfolio Short Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BSWM
26
Boston Standard Wealth Management
Massachusetts
$14.5M +$937K +30,549 +7%
BFG
27
Barber Financial Group
Kansas
$14.2M +$10.5M +343,753 +288%
SFM
28
Signet Financial Management
New Jersey
$13.8M -$3.61M -117,592 -21%
Ameriprise
29
Ameriprise
Minnesota
$13.8M +$1.38M +44,907 +11%
GPWA
30
Great Point Wealth Advisors
Massachusetts
$13.5M -$11M -358,975 -45%
FNBOH
31
First National Bank of Hutchinson
Kansas
$13.4M +$3.33M +108,457 +33%
WCWM
32
Willow Creek Wealth Management
California
$13.2M +$592K +19,279 +5%
22CM
33
20/20 Capital Management
California
$13.1M -$8.16M -265,809 -38%
CPA
34
Clear Perspective Advisors
Illinois
$13M +$636K +20,736 +5%
ACG
35
Allen Capital Group
Nebraska
$12.6M -$335K -10,920 -3%
DADC
36
D.A. Davidson & Co
Montana
$11.8M +$1.4M +45,537 +13%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$11.3M -$32.4K -1,057 -0.3%
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$11.3M -$926K -30,163 -8%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$11.1M -$36.3M -1,184,395 -77%
TWP
40
Tempus Wealth Planning
California
$10.8M -$6.38K -208 -0.1%
Wells Fargo
41
Wells Fargo
California
$10.3M -$29M -944,727 -74%
CCP
42
Cardan Capital Partners
Colorado
$9.53M -$2.95M -96,019 -24%
Osaic Holdings
43
Osaic Holdings
Arizona
$8.65M -$6.93M -225,992 -45%
SRSA
44
S.R. Schill & Associates
Washington
$8.55M +$428K +13,960 +5%
AWM
45
AE Wealth Management
Kansas
$8.45M -$6.62M -215,641 -44%
BAM
46
Bruderman Asset Management
New York
$8.16M -$13.3M -434,812 -62%
RIM
47
Redwood Investment Management
Arizona
$8.13M +$272K +8,865 +3%
LFAS
48
Level Four Advisory Services
Texas
$8.08M -$452K -14,720 -5%
LF
49
LifeSteps Financial
California
$8.07M +$1.25M +40,883 +18%
Thrivent Financial for Lutherans
50
Thrivent Financial for Lutherans
Minnesota
$8.02M +$4.86M +158,338 +154%