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State Street SPDR Portfolio Short Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HWA
26
HHM Wealth Advisors
Tennessee
$32.1M -$1.02M -34,940 -3%
MWM
27
Modern Wealth Management
Kansas
$29.2M +$18.5M +635,365 +175%
Bank of Nova Scotia
28
Bank of Nova Scotia
Ontario, Canada
$28.6M -$31.9M -1,093,634 -53%
AFAS
29
Acorn Financial Advisory Services
Virginia
$28.5M +$829K +28,416 +3%
PAS
30
Park Avenue Securities
New York
$27.4M -$1.06M -36,249 -4%
CA
31
Crane Advisory
California
$26.7M -$10.9M -371,911 -29%
TC
32
Trilogy Capital
California
$26.4M -$1.17M -39,992 -4%
CFD
33
Creative Financial Designs
Indiana
$26.3M -$815K -27,923 -3%
PAG
34
Private Advisor Group
New Jersey
$26.1M -$2.95M -101,003 -10%
Carson Wealth (CWM LLC)
35
Carson Wealth (CWM LLC)
Nebraska
$25.2M -$9.42M -322,810 -27%
WIC
36
Woodmont Investment Counsel
Tennessee
$25M +$1.55M +53,194 +7%
ECM
37
Evergreen Capital Management
Washington
$24.8M -$2.58M -88,228 -9%
DI
38
DAGCO Inc
Ohio
$24.8M +$4.63M +158,551 +23%
HWA
39
Heartwood Wealth Advisors
Virginia
$24.5M -$41.4K -1,420 -0.2%
NCM
40
Nelson Capital Management
California
$23.5M -$129K -4,413 -0.5%
Raymond James Financial
41
Raymond James Financial
Florida
$23.2M +$4.9M +167,797 +27%
BSWM
42
Boston Standard Wealth Management
Massachusetts
$21.9M +$669K +22,916 +3%
WCWM
43
Willow Creek Wealth Management
California
$21.3M +$796K +27,261 +4%
UBS Group
44
UBS Group
Switzerland
$21M -$30.1M -1,032,947 -59%
Cetera Investment Advisers
45
Cetera Investment Advisers
Illinois
$20.3M -$1.95M -66,927 -9%
GKWIM
46
Gerber Kawasaki Wealth & Investment Management
California
$19.5M +$260K +8,895 +1%
JP Morgan Chase
47
JP Morgan Chase
New York
$17.5M +$2.21M +75,758 +15%
GI
48
Gradient Investments
Minnesota
$17.3M -$18.3K -628 -0.1%
SPIA
49
Steward Partners Investment Advisory
New York
$17.1M +$16.4M +562,251 +2,417%
Wealth Enhancement Advisory Services
50
Wealth Enhancement Advisory Services
Minnesota
$16.9M +$1.84M +62,970 +12%