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State Street SPDR Portfolio Short Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
101
Avior Wealth Management
Nebraska
$207K +$111K +3,757 +117%
MAS
102
Managed Account Services
Florida
$201K +$201K +6,776 New
AIM
103
Advantage Investment Management
Iowa
$130K +$129K +4,356 New
GWA
104
Guidant Wealth Advisors
Illinois
$103K +$102K +3,455 New
Wells Fargo
105
Wells Fargo
California
$91K
William Blair & Company
106
William Blair & Company
Illinois
$89K
LFG
107
LifePlan Financial Group
Ohio
$86K +$29.8K +1,006 +53%
CIAS
108
Capital Investment Advisory Services
North Carolina
$36K -$10.9K -369 -23%
Northwestern Mutual Wealth Management
109
Northwestern Mutual Wealth Management
Wisconsin
$31K +$27.2K +919 +741%
TIM
110
Tortoise Investment Management
New York
$26K +$5.04K +170 +24%
APA
111
American Portfolios Advisors
New York
$22.3K
JWA
112
JFS Wealth Advisors
Pennsylvania
$22K -$208K -7,006 -90%
PFGIA
113
Patriot Financial Group Insurance Agency
Massachusetts
$21K
BRC
114
Bell Rock Capital
Delaware
$14K -$26.2K -883 -64%
ADL
115
Asset Dedication LLC
California
$13K -$113K -3,808 -90%
CFGS
116
Concourse Financial Group Securities
Alabama
$12K
WAS
117
Winch Advisory Services
Wisconsin
$12K +$11.7K +395 New
WAM
118
Wealthspire Advisors (Maryland)
Maryland
$11K
AIS
119
Accurate Investment Solutions
Pennsylvania
$10K +$10.3K +346 New
FHA
120
Flagship Harbor Advisors
Massachusetts
$6K
CA
121
Cetera Advisors
Colorado
$6K +$5.6K +189 New
DWM
122
Destination Wealth Management
California
$6K +$6.04K +204 New
GSWM
123
Golden State Wealth Management
California
$6K +$6.13K +207 New
US Bancorp
124
US Bancorp
Minnesota
$5K +$4.89K +165 New
TRCT
125
Tower Research Capital (TRC)
New York
$3K