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State Street SPDR Portfolio Short Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LFAS
126
Level Four Advisory Services
Texas
$617K -$2.41M -78,687 -80%
RWP
127
Ridgecrest Wealth Partners
California
$597K
IC
128
Innealta Capital
Texas
$587K +$587K +19,159 New
ACP
129
Aveo Capital Partners
Colorado
$577K +$5.83K +190 +1%
TSA
130
Tri-Star Advisors
Texas
$548K
W
131
WealthOne
New York
$530K +$44.3K +1,446 +9%
FT
132
Fiduciary Trust
Massachusetts
$521K -$36.8K -1,200 -7%
PA
133
Pinnacle Associates
New York
$520K
PWMAG
134
Pinnacle Wealth Management Advisory Group
New Jersey
$520K
OIA
135
Optimum Investment Advisors
Illinois
$508K
GVAG
136
Great Valley Advisor Group
Delaware
$503K
IAN
137
Integrated Advisors Network
Texas
$499K -$255K -8,325 -34%
MSFS
138
Main Street Financial Solutions
Pennsylvania
$499K
SFS
139
Sowell Financial Services
Arkansas
$494K
BOS
140
Bingham Osborn & Scarborough
California
$467K -$212K -6,900 -31%
BAM
141
Barrett Asset Management
New York
$459K
PA
142
Probity Advisors
Texas
$455K +$29.5K +963 +7%
CMBA
143
C.M. Bidwell & Associates
Hawaii
$451K +$20.1K +655 +5%
Bank of Montreal
144
Bank of Montreal
Ontario, Canada
$444K -$181K -5,905 -29%
MC
145
Matisse Capital
Oregon
$444K +$445K +14,500 New
NWM
146
Northwest Wealth Management
Iowa
$422K -$6.59K -215 -2%
PG
147
Prostatis Group
Maryland
$409K -$53.8K -1,754 -12%
Citigroup
148
Citigroup
New York
$404K -$1.14M -37,114 -74%
PP
149
PrairieView Partners
Minnesota
$403K
BAM
150
Bruderman Asset Management
New York
$403K +$403K +13,148 New