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State Street SPDR Portfolio Short Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
1832 Asset Management
126
1832 Asset Management
Ontario, Canada
$862K -$25.3K -824 -3%
SP
127
Successful Portfolios
Florida
$849K
AssetMark Inc
128
AssetMark Inc
California
$809K +$690K +22,461 +576%
AWM
129
Avior Wealth Management
Nebraska
$781K +$276 +9 +0%
PA
130
Pinnacle Associates
New York
$764K -$92.1K -3,000 -11%
PWMAG
131
Pinnacle Wealth Management Advisory Group
New Jersey
$764K -$92.1K -3,000 -11%
FWM
132
Focused Wealth Management
New York
$751K -$23.8K -775 -3%
SIA
133
Soltis Investment Advisors
Utah
$736K +$676 +22 +0.1%
Northwestern Mutual Wealth Management
134
Northwestern Mutual Wealth Management
Wisconsin
$726K +$635K +20,676 +692%
CIC
135
Carnegie Investment Counsel
Ohio
$722K +$101K +3,288 +16%
CFA
136
Carroll Financial Associates
North Carolina
$693K -$358K -11,664 -34%
FRA
137
Front Row Advisors
California
$661K
CPA
138
Clear Perspective Advisors
Illinois
$656K +$535K +17,407 +5%
BRWA
139
B. Riley Wealth Advisors
Florida
$648K +$302K +9,835 +87%
Fidelity Investments
140
Fidelity Investments
Massachusetts
$624K +$574K +18,699 +1,155%
RFN
141
RDA Financial Network
Iowa
$615K -$10.3K -334 -2%
CS
142
Comerica Securities
Michigan
$595K
PP
143
PrairieView Partners
Minnesota
$575K -$45.8K -1,493 -7%
W
144
Wealthquest
Ohio
$567K -$90.4K -2,945 -14%
OIA
145
Optimum Investment Advisors
Illinois
$550K
NEIRG
146
New England Investment & Retirement Group
Massachusetts
$539K +$38.6K +1,257 +8%
TWM
147
Titus Wealth Management
California
$531K +$120K +3,913 +29%
TC
148
TownSquare Capital
Utah
$518K +$288K +9,364 +124%
GWM
149
Geneos Wealth Management
Colorado
$497K -$751K -24,466 -60%
KWM
150
Kingsview Wealth Management
Oregon
$493K +$31K +1,009 +7%