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State Street SPDR Portfolio Short Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ACG
126
Allen Capital Group
Nebraska
$912K -$8.67M -288,482 -90%
DHGWA
127
Dixon Hughes Goodman Wealth Advisors
North Carolina
$904K -$120K -3,980 -12%
HAS
128
HBW Advisory Services
California
$902K +$24.5K +815 +3%
SP
129
Successful Portfolios
Florida
$852K -$30.4K -1,010 -3%
AWM
130
Avior Wealth Management
Nebraska
$794K +$53.7K +1,787 +7%
CSPIA
131
Cary Street Partners Investment Advisory
Virginia
$781K -$98.6K -3,278 -11%
TB
132
Treynor Bancshares
Iowa
$769K -$7.52K -250 -1%
AWM
133
Accurate Wealth Management
Florida
$756K +$539K +17,919 +236%
AWS
134
Atria Wealth Solutions
New York
$737K +$747K +24,837 New
VA
135
Valmark Advisers
Ohio
$727K +$737K +24,503 New
PWMG
136
Pinnacle Wealth Management Group
Michigan
$722K -$105K -3,490 -13%
CIC
137
Carnegie Investment Counsel
Ohio
$707K -$36.5K -1,213 -5%
TA
138
TrueWealth Advisors
Alabama
$697K
Vanguard Personalized Indexing Management
139
Vanguard Personalized Indexing Management
California
$689K +$430K +14,289 +160%
Mercer Global Advisors
140
Mercer Global Advisors
Colorado
$668K +$677K +22,524 New
FT
141
Fiduciary Trust
Massachusetts
$645K +$163K +5,427 +33%
Susquehanna International Group
142
Susquehanna International Group
Pennsylvania
$634K +$643K +21,373 New
TWP
143
Tower Wealth Partners
Pennsylvania
$622K +$722 +24 +0.1%
CTFG
144
Capstone Triton Financial Group
Oklahoma
$617K -$200K -6,666 -24%
FRA
145
Front Row Advisors
California
$606K
WSTAM
146
Wilbanks Smith & Thomas Asset Management
Virginia
$603K
LFAS
147
Level Four Advisory Services
Texas
$596K -$27.5K -913 -4%
BWA
148
Blodgett Wealth Advisors
California
$585K
BJL
149
Brighton Jones LLC
Washington
$582K -$9.68K -322 -2%
AFWM
150
AMJ Financial Wealth Management
Virginia
$577K -$4.51K -150 -0.8%