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State Street SPDR Portfolio Short Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VIM
126
Vista Investment Management
Pennsylvania
$643K -$30.6K -996 -5%
WSTAM
127
Wilbanks Smith & Thomas Asset Management
Virginia
$628K
PG
128
Prostatis Group
Maryland
$604K +$127K +4,128 +27%
NEIRG
129
New England Investment & Retirement Group
Massachusetts
$603K +$65.3K +2,129 +12%
RWP
130
Ridgecrest Wealth Partners
California
$598K +$598K +19,500 New
SFS
131
Sowell Financial Services
Arkansas
$555K +$13.4K +437 +2%
GL
132
Graypoint LLC
New York
$552K -$675K -22,008 -55%
TSA
133
Tri-Star Advisors
Texas
$550K
TSS
134
Two Sigma Securities
New York
$550K +$550K +17,934 New
PA
135
Pinnacle Associates
New York
$520K
PWMAG
136
Pinnacle Wealth Management Advisory Group
New Jersey
$520K
OIA
137
Optimum Investment Advisors
Illinois
$509K -$9.2K -300 -2%
TWM
138
Titus Wealth Management
California
$494K -$41.7K -1,358 -8%
MWM
139
Midwest Wealth Management
Indiana
$478K -$31.8K -1,038 -6%
CWM
140
Collaborative Wealth Management
Florida
$468K +$484K +15,790 New
BAM
141
Barrett Asset Management
New York
$460K
Principal Financial Group
142
Principal Financial Group
Iowa
$456K +$22.8K +744 +5%
PA
143
Probity Advisors
Texas
$447K +$447K +14,569 New
Northwestern Mutual Wealth Management
144
Northwestern Mutual Wealth Management
Wisconsin
$444K -$72.1K -2,351 -14%
MSAM
145
Moloney Securities Asset Management
Missouri
$433K -$557K -18,149 -56%
CMBA
146
C.M. Bidwell & Associates
Hawaii
$426K +$10.5K +342 +3%
PP
147
PrairieView Partners
Minnesota
$425K -$3.01K -98 -0.7%
SFA
148
Sequoia Financial Advisors
Ohio
$413K -$26.3K -858 -6%
Rockefeller Capital Management
149
Rockefeller Capital Management
New York
$401K +$391K +12,753 +3,729%
HR
150
Hayden Royal
North Carolina
$397K +$398K +12,962 New