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State Street SPDR Portfolio Short Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DWM
101
Doyle Wealth Management
Florida
$61K +$60.3K +2,048 New
MOS
102
MGO One Seven
Ohio
$59K +$58.9K +2,000 New
LFG
103
LifePlan Financial Group
Ohio
$56K +$23.1K +785 +72%
CIAS
104
Capital Investment Advisory Services
North Carolina
$47K +$46.9K +1,594 New
NWM
105
Northwest Wealth Management
Iowa
$45K +$45.2K +1,537 New
BRC
106
Bell Rock Capital
Delaware
$41K +$206 +7 +0.5%
AIC
107
Ameritas Investment Company
Nebraska
$39K +$39.3K +1,335 New
APA
108
American Portfolios Advisors
New York
$22.2K
TIM
109
Tortoise Investment Management
New York
$21K +$20.6K +700 New
PFGIA
110
Patriot Financial Group Insurance Agency
Massachusetts
$21K +$20.8K +708 New
CFGS
111
Concourse Financial Group Securities
Alabama
$12K +$12.2K +413 New
WAM
112
Wealthspire Advisors (Maryland)
Maryland
$11K +$10.8K +367 New
RPG
113
Risk Paradigm Group
Texas
$10.4K +$10.4K +353 New
W
114
WealthOne
New York
$9K +$8.68K +295 New
FHA
115
Flagship Harbor Advisors
Massachusetts
$5K +$5.95K +202 New
Northwestern Mutual Wealth Management
116
Northwestern Mutual Wealth Management
Wisconsin
$4K +$1.53K +52 +72%
TRCT
117
Tower Research Capital (TRC)
New York
$3K +$2.94K +100 New
PA
118
Parallel Advisors
California
$1K
IA
119
IFP Advisors
Florida
$1K +$706 +24 +185%
SFS
120
Sowell Financial Services
Arkansas
-$3.21M -79,310 Closed
AA
121
Advisory Alpha
Michigan
-$605K -20,530 Closed
AWM
122
AE Wealth Management
Kansas
-$493K -16,736 Closed
SS
123
Simplicity Solutions
Minnesota
-$469K -15,926 Closed
CPO
124
Cerity Partners OCIO
New York
-$316K -10,735 Closed
MWPCG
125
Measured Wealth Private Client Group
New Hampshire
-$63K -2,125 Closed