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State Street SPDR Portfolio Short Term Treasury ETF
SPTS

Name Holding Trade Value Shares
Change 		Change in
Stake
CPO
76
Cerity Partners OCIO
New York
$411K +$409K +13,795 New
WP
77
WealthSource Partners
California
$398K -$198K -6,688 -33%
JWS
78
Juncture Wealth Strategies
Arizona
$395K -$95.9K -3,236 -20%
FAAS
79
First Allied Advisory Services
California
$389K -$13.1K -443 -3%
MWM
80
Meridian Wealth Management
Kentucky
$387K +$38.5K +1,300 +11%
DADC
81
D.A. Davidson & Co
Montana
$382K +$380K +12,827 New
WSTAM
82
Wilbanks Smith & Thomas Asset Management
Virginia
$357K – – –
CW
83
CreativeOne Wealth
Kansas
$349K +$37.5K +1,267 +12%
MA
84
Mutual Advisors
Nebraska
$341K +$6.22K +210 +2%
TAIM
85
TD Ameritrade Investment Management
Nebraska
$336K +$66.4K +2,240 +25%
KWM
86
Kingsview Wealth Management
Oregon
$307K +$306K +10,330 New
BC
87
Brio Consultants
California
$299K -$4.98K -168 -2%
AFA
88
Arlington Financial Advisors
California
$298K +$296K +10,000 New
WCM
89
Windsor Capital Management
Arizona
$282K +$281K +9,492 New
AC
90
Alexandria Capital
Virginia
$280K +$279K +9,412 New
LTFS
91
Ladenburg Thalmann Financial Services
Florida
$277K -$31K -1,045 -10%
VF
92
Virtu Financial
New York
$276K +$275K +9,285 New
RA
93
RFG Advisory
Alabama
$276K +$279K +9,410 New
PA
94
Probity Advisors
Texas
$264K +$356 +12 +0.1%
BCA
95
Bay Colony Advisors
Massachusetts
$252K +$250K +8,451 New
WCM
96
Wisconsin Capital Management
Wisconsin
$247K +$44.4K +1,500 +22%
BA
97
BKS Advisors
Michigan
$232K -$918 -31 -0.4%
TC
98
TownSquare Capital
Utah
$221K -$76.6K -2,584 -26%
CAN
99
Cetera Advisor Networks
California
$221K +$220K +7,416 New
VIM
100
Vista Investment Management
Pennsylvania
$212K +$415 +14 +0.2%
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4
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