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State Street SPDR Portfolio Short Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AFG
76
Altiora Financial Group
Ohio
$6.69M +$726K +25,077 +12%
DJSG
77
D.J. St. Germain
Massachusetts
$6.59M +$4.5M +155,227 +214%
MWM
78
MY Wealth Management
Maryland
$6.57M +$6.58M +227,111 New
DCM
79
DGS Capital Management
New Jersey
$6.5M +$241K +8,319 +4%
Cambridge Investment Research Advisors
80
Cambridge Investment Research Advisors
Iowa
$6.19M -$1.18M -40,847 -16%
MLRA
81
Main Line Retirement Advisors
Montana
$6.17M +$476K +16,423 +8%
KFI
82
Key Financial Inc
Pennsylvania
$5.96M +$565K +19,500 +10%
FAFN
83
First Affirmative Financial Network
Colorado
$5.88M -$50.3K -1,737 -0.8%
MFP
84
Meridian Financial Partners
Virginia
$5.8M -$1.27M -43,781 -18%
MD
85
Money Design
Japan
$5.76M -$515K -17,789 -8%
WA
86
Waverly Advisors
Alabama
$5.51M +$5.52M +190,426 New
MBTD
87
Mechanics Bank - Trust Department
California
$5.14M -$228K -7,875 -4%
DI
88
DAGCO Inc
Ohio
$5.13M +$5.14M +177,425 New
VAS
89
Vestmark Advisory Solutions
Massachusetts
$5.12M +$1.5M +51,833 +41%
RC
90
Roundview Capital
New Jersey
$5.1M +$738K +25,478 +17%
RJA
91
Raymond James & Associates
Florida
$5.1M -$18.4M -633,501 -78%
TC
92
Trilogy Capital
California
$4.87M -$1.82M -62,835 -27%
SW
93
SMART Wealth
Nebraska
$4.83M -$5.32M -183,788 -52%
Mariner
94
Mariner
Kansas
$4.73M -$144K -4,972 -3%
TF
95
Theory Financial
Colorado
$4.58M -$255K -8,809 -5%
CCA
96
Cobblestone Capital Advisors
New York
$4.35M -$43.7M -1,508,931 -91%
AAS
97
Avantax Advisory Services
Texas
$4.33M -$453K -15,640 -9%
MML Investors Services
98
MML Investors Services
Massachusetts
$4.15M -$48.3K -1,667 -1%
Rockefeller Capital Management
99
Rockefeller Capital Management
New York
$4M +$3.5M +120,724 +689%
IPW
100
Impact Partnership Wealth
Georgia
$3.95M -$4.37M -150,963 -53%