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State Street SPDR Portfolio Short Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MFP
76
Meridian Financial Partners
Virginia
$7.15M +$224K +7,767 +3%
RWA
77
Roberts Wealth Advisors
California
$7.08M +$4.03K +140 +0.2%
CAN
78
Cetera Advisor Networks
California
$6.84M -$1.77M -61,418 -21%
TC
79
Trilogy Capital
California
$6.71M -$637K -22,104 -9%
LWA
80
Lowe Wealth Advisors
Maryland
$6.7M +$1.81M +62,853 +37%
AWM
81
Austin Wealth Management
Texas
$6.53M +$993K +34,482 +18%
MD
82
Money Design
Japan
$6.31M +$269K +9,343 +4%
DCM
83
DGS Capital Management
New Jersey
$6.29M +$147K +5,093 +2%
AFG
84
Altiora Financial Group
Ohio
$5.99M +$303K +10,514 +5%
FAFN
85
First Affirmative Financial Network
Colorado
$5.96M -$483K -16,770 -8%
MLRA
86
Main Line Retirement Advisors
Montana
$5.72M +$5.67M +196,925 New
SFG
87
StrategIQ Financial Group
Indiana
$5.58M -$137K -4,750 -2%
KFI
88
Key Financial Inc
Pennsylvania
$5.42M +$5.35M +185,675 +20,008%
MBTD
89
Mechanics Bank - Trust Department
California
$5.39M +$212K +7,350 +4%
ICMP
90
Integrated Capital Management (Pennsylvania)
Pennsylvania
$5.34M -$65.3K -2,266 -1%
BL
91
Balentine LLC
Georgia
$5.28M -$1.3M -45,239 -20%
TWP
92
Tempus Wealth Planning
California
$4.96M +$1.05M +36,451 +27%
Mariner
93
Mariner
Kansas
$4.89M -$11.1M -385,482 -70%
TF
94
Theory Financial
Colorado
$4.86M -$18.8K -651 -0.4%
AAS
95
Avantax Advisory Services
Texas
$4.8M +$17.1K +592 +0.4%
RC
96
Roundview Capital
New Jersey
$4.39M -$810K -28,105 -16%
MFG
97
Merit Financial Group
Georgia
$4.27M -$345K -11,960 -8%
Commonwealth Equity Services
98
Commonwealth Equity Services
Massachusetts
$4.25M +$416K +14,446 +11%
MML Investors Services
99
MML Investors Services
Massachusetts
$4.22M -$711K -24,684 -15%
SWM
100
SigFig Wealth Management
California
$3.88M -$283K -9,817 -7%