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State Street SPDR Portfolio Short Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MFWM
26
Motley Fool Wealth Management
Virginia
$36M +$39.3M +1,366,368 New
Carson Wealth (CWM LLC)
27
Carson Wealth (CWM LLC)
Nebraska
$32.7M -$15.4M -536,977 -32%
Truist Financial
28
Truist Financial
North Carolina
$32.1M -$2.46M -85,704 -7%
HighTower Advisors
29
HighTower Advisors
Illinois
$31.7M +$592K +20,615 +2%
FTUS
30
Flow Traders U.S.
New York
$30.9M -$25.7M -895,105 -45%
Bank of Nova Scotia
31
Bank of Nova Scotia
Ontario, Canada
$30M -$687K -23,895 -2%
CFD
32
Creative Financial Designs
Indiana
$27.4M +$3.47M +120,634 +14%
PAS
33
Park Avenue Securities
New York
$24.1M +$2.21M +76,915 +10%
SW
34
SMART Wealth
Nebraska
$19.9M +$14M +485,468 +233%
CI
35
CX Institutional
Indiana
$19.4M -$245K -8,511 -1%
BSWM
36
Boston Standard Wealth Management
Massachusetts
$18.6M +$1.56M +54,309 +9%
LJAC
37
L.J. Altfest & Co
New York
$17.8M +$866K +30,116 +5%
AFAS
38
Acorn Financial Advisory Services
Virginia
$16.7M -$168K -5,860 -1%
PGA
39
Portland Global Advisors
Maine
$16.6M +$777K +27,020 +5%
NCM
40
Nelson Capital Management
California
$16.4M +$1.72M +59,990 +12%
Mariner
41
Mariner
Kansas
$15.9M -$3.21M -111,574 -17%
CCFM
42
Clear Creek Financial Management
Washington
$15.9M +$15.3M +531,649 +2,516%
TC
43
Telemus Capital
Michigan
$15.5M -$1.19M -41,490 -7%
DWM
44
Dakota Wealth Management
Florida
$15.4M -$1.43M -49,637 -8%
WCWM
45
Willow Creek Wealth Management
California
$14.7M -$71K -2,472 -0.5%
TFG
46
Tilson Financial Group
New Jersey
$14.3M +$282K +9,805 +2%
CW
47
CreativeOne Wealth
Kansas
$13.4M -$1.48M -51,339 -10%
SWP
48
Stratos Wealth Partners
Ohio
$12.8M +$1.65M +57,449 +15%
BMD
49
Better Money Decisions
New Mexico
$12.6M -$1.54M -53,447 -11%
Mirae Asset Global Investments
50
Mirae Asset Global Investments
South Korea
$12.4M -$621K -21,600 -5%