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State Street SPDR Portfolio Short Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WCM
101
Wisconsin Capital Management
Wisconsin
$249K
CAN
102
Cetera Advisor Networks
California
$221K -$298 -10 -0.1%
TC
103
TownSquare Capital
Utah
$220K -$2.56K -86 -1%
NFG
104
Next Financial Group
Texas
$210K +$209K +7,009 New
UAS
105
United Asset Strategies
New York
$202K +$201K +6,740 New
BAM
106
Belpointe Asset Management
Nevada
$161K +$159K +5,351 New
GWA
107
Guidant Wealth Advisors
Illinois
$104K +$328 +11 +0.3%
William Blair & Company
108
William Blair & Company
Illinois
$90K
LFG
109
LifePlan Financial Group
Ohio
$71K -$15.6K -522 -18%
DWM
110
Doyle Wealth Management
Florida
$61K +$61K +2,048 New
GSWM
111
Golden State Wealth Management
California
$60K +$53.8K +1,806 +872%
WIM
112
Westside Investment Management
California
$42K +$41.7K +1,400 New
CIAS
113
Capital Investment Advisory Services
North Carolina
$35K -$1.49K -50 -4%
TIM
114
Tortoise Investment Management
New York
$26K
APA
115
American Portfolios Advisors
New York
$22.5K
JWA
116
JFS Wealth Advisors
Pennsylvania
$22K +$149 +5 +0.7%
PFGIA
117
Patriot Financial Group Insurance Agency
Massachusetts
$21K
IWA
118
IBEX Wealth Advisors
New Jersey
$18K +$18.2K +610 New
BRC
119
Bell Rock Capital
Delaware
$15K +$89 +3 +0.6%
CFGS
120
Concourse Financial Group Securities
Alabama
$12K
WAS
121
Winch Advisory Services
Wisconsin
$12K
BCWM
122
Bartlett & Co Wealth Management
Ohio
$11.5K +$11.4K +383 New
BC
123
Bartlett & Co
Ohio
$11K +$11.4K +383 New
AIS
124
Accurate Investment Solutions
Pennsylvania
$9K -$1.28K -43 -12%
FHA
125
Flagship Harbor Advisors
Massachusetts
$6K