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State Street SPDR Portfolio Short Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWS
51
Atria Wealth Solutions
New York
$16.1M +$13.8M +475,844 +648%
M
52
MATAURO
New York
$16M -$14.9M -511,344 -48%
CWM
53
Centric Wealth Management
Illinois
$15.4M +$14M +481,843 +1,089%
JP Morgan Chase
54
JP Morgan Chase
New York
$15.2M +$9.47M +325,626 +166%
Wealth Enhancement Advisory Services
55
Wealth Enhancement Advisory Services
Minnesota
$15.1M -$290K -9,960 -2%
GPWA
56
Great Point Wealth Advisors
Massachusetts
$15.1M -$77.3K -2,658 -0.5%
Mariner
57
Mariner
Kansas
$14.5M +$12.8M +439,616 +782%
BMD
58
Better Money Decisions
New Mexico
$14M +$437K +15,020 +3%
Stifel Financial
59
Stifel Financial
Missouri
$13.5M +$255K +8,758 +2%
Kovitz Investment Group Partners
60
Kovitz Investment Group Partners
Illinois
$13.5M +$657K +22,585 +5%
SIA
61
SeaBridge Investment Advisors
New Jersey
$13.3M +$13.2M +453,712 New
DJSG
62
D.J. St. Germain
Massachusetts
$13.1M +$1.77M +60,755 +16%
LWA
63
Lowe Wealth Advisors
Maryland
$11.6M +$750K +25,795 +7%
SFM
64
Signet Financial Management
New Jersey
$11.5M -$931K -32,009 -7%
OBWP
65
O'Brien Wealth Partners
Massachusetts
$11.5M -$67.6K -2,325 -0.6%
RI
66
Rinkey Investments
California
$11.2M +$1.29M +44,510 +13%
Envestnet Portfolio Solutions
67
Envestnet Portfolio Solutions
Illinois
$11.2M +$8M +275,188 +259%
GLA
68
Good Life Advisors
Pennsylvania
$11.1M +$6.97M +239,864 +170%
MWM
69
Modern Wealth Management
Kansas
$10.6M +$1.13M +38,959 +12%
MMA
70
Miracle Mile Advisors
California
$10.6M +$658K +22,633 +7%
MAM
71
Madison Asset Management
Wisconsin
$10.4M -$2.02M -69,367 -16%
FG
72
Fiduciary Group
Georgia
$10.1M +$1.37M +47,278 +16%
TCFP
73
Treasure Coast Financial Planning
Florida
$9.93M +$410K +14,120 +4%
ASN
74
Advisory Services Network
Georgia
$9.71M +$9.65M +332,060 New
CW
75
CreativeOne Wealth
Kansas
$9.7M -$768K -26,417 -7%