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State Street SPDR Portfolio Short Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IWC
101
Integrated Wealth Concepts
Massachusetts
$5.15M +$2M +68,539 +64%
FIA
102
Foundations Investment Advisors
Arizona
$5.14M +$2.36M +80,936 +86%
FDW
103
Fourth Dimension Wealth
Ohio
$5.05M +$631K +21,605 +14%
CWM
104
Centric Wealth Management
Illinois
$4.92M -$10.4M -357,596 -68%
BAM
105
Berkshire Asset Management
Pennsylvania
$4.89M -$5.49K -188 -0.1%
WA
106
Waverly Advisors
Alabama
$4.71M +$182K +6,228 +4%
TFA
107
TPG Financial Advisors
Oregon
$4.56M -$1.32M -45,299 -23%
SIM
108
Synergy Investment Management
Florida
$4.53M +$858K +29,409 +23%
AAS
109
Avantax Advisory Services
Texas
$4.49M -$239K -8,188 -5%
Fisher Asset Management
110
Fisher Asset Management
Washington
$4.49M -$737K -25,249 -14%
MBTD
111
Mechanics Bank - Trust Department
California
$4.34M -$29.1K -997 -0.7%
HGA
112
Hobbs Group Advisors
South Carolina
$4.23M -$12K -411 -0.3%
MWM
113
MY Wealth Management
Maryland
$4.22M -$3.99M -136,790 -49%
Northwestern Mutual Wealth Management
114
Northwestern Mutual Wealth Management
Wisconsin
$4.08M -$84.4K -2,892 -2%
EF
115
Empowered Funds
Pennsylvania
$4.07M +$4.07M +139,400 New
RC
116
Roundview Capital
New Jersey
$4.04M -$20.1K -688 -0.5%
TF
117
Theory Financial
Colorado
$4M -$806K -27,609 -17%
AWM
118
Avior Wealth Management
Nebraska
$3.82M -$68.8K -2,356 -2%
FWM
119
Fonville Wealth Management
Virginia
$3.79M +$802K +27,462 +27%
M
120
MATAURO
New York
$3.67M -$12.3M -420,558 -77%
FA
121
Faithward Advisors
Pennsylvania
$3.6M -$927K -31,776 -21%
PCIA
122
Prime Capital Investment Advisors
Kansas
$3.53M -$300K -10,292 -8%
SHM
123
Sagard Holdings Management
Ontario, Canada
$3.45M +$3.44M +117,745 New
WA
124
WBH Advisory
Maryland
$3.45M +$3.44M +117,727 New
GIA
125
Gladstone Institutional Advisory
Florida
$3.38M -$497K -17,030 -13%