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State Street SPDR Portfolio Short Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LJAC
126
L.J. Altfest & Co
New York
$909K -$113K -3,674 -11%
FAIM
127
Financial Advocates Investment Management
Washington
$893K +$893K +29,081 New
1832 Asset Management
128
1832 Asset Management
Ontario, Canada
$885K +$45.7K +1,489 +5%
PA
129
Pinnacle Associates
New York
$857K +$856K +27,892 New
PWMAG
130
Pinnacle Wealth Management Advisory Group
New Jersey
$857K +$856K +27,892 New
SP
131
Successful Portfolios
Florida
$850K +$16.4K +535 +2%
EWM
132
EPG Wealth Management
Georgia
$847K +$584K +19,020 +223%
MWM
133
Meridian Wealth Management
Kentucky
$822K +$293K +9,547 +55%
AFWM
134
AMJ Financial Wealth Management
Virginia
$802K -$8.74M -284,689 -92%
SFA
135
Sequoia Financial Advisors
Ohio
$801K +$801K +26,080 New
AWM
136
Avior Wealth Management
Nebraska
$782K -$17K -555 -2%
FWM
137
Focused Wealth Management
New York
$775K -$177K -5,759 -19%
MSAM
138
Moloney Securities Asset Management
Missouri
$744K +$743K +24,210 New
SIA
139
Soltis Investment Advisors
Utah
$736K +$4.79K +156 +0.7%
BCM
140
Brookstone Capital Management
Illinois
$668K -$599K -19,504 -47%
FRA
141
Front Row Advisors
California
$662K
W
142
Wealthquest
Ohio
$658K +$658K +21,430 New
CMBA
143
C.M. Bidwell & Associates
Hawaii
$635K -$74.9K -2,440 -11%
RFN
144
RDA Financial Network
Iowa
$625K -$153K -4,989 -20%
CIC
145
Carnegie Investment Counsel
Ohio
$622K +$107K +3,471 +21%
PP
146
PrairieView Partners
Minnesota
$621K -$8.41K -274 -1%
CS
147
Comerica Securities
Michigan
$595K +$595K +19,368 New
HPC
148
Hobart Private Capital
North Carolina
$555K +$555K +18,077 New
TI
149
Trexquant Investment
Connecticut
$554K +$553K +18,027 New
OIA
150
Optimum Investment Advisors
Illinois
$550K +$9.21K +300 +2%