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State Street SPDR Portfolio Short Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NFG
151
Next Financial Group
Texas
$203K -$6.51K -217 -3%
EWM
152
EPG Wealth Management
Georgia
$151K +$151K +5,036 New
William Blair & Company
153
William Blair & Company
Illinois
$150K
BAM
154
Belpointe Asset Management
Nevada
$132K -$3.54K -118 -3%
FANJ
155
Financial Architects (New Jersey)
New Jersey
$132K +$87.5K +2,919 +195%
CFA
156
Carroll Financial Associates
North Carolina
$124K -$6.74M -224,647 -98%
LFG
157
LifePlan Financial Group
Ohio
$94K +$25.7K +857 +38%
CAAS
158
Capital Asset Advisory Services
Michigan
$90K +$90K +3,000 New
WT
159
Whittier Trust
California
$82K +$82K +2,735 New
CMBA
160
C.M. Bidwell & Associates
Hawaii
$70K +$70K +2,335 New
Deutsche Bank
161
Deutsche Bank
Germany
$56K +$56.9K +1,896 New
SMFS
162
Squar Milner Financial Services
California
$54K -$2.05M -68,275 -97%
TCWM
163
Total Clarity Wealth Management
Illinois
$45K +$45K +1,500 New
JAWM
164
J. Arnold Wealth Management
Ohio
$45K +$45.4K +1,513 New
ASN
165
Advisory Services Network
Georgia
$35K +$35.4K +1,179 New
PFGIA
166
Patriot Financial Group Insurance Agency
Massachusetts
$27K +$11.8K +395 +79%
TIM
167
Tortoise Investment Management
New York
$21K
RG
168
Retirement Group
California
$15K +$15.4K +512 New
PP
169
Pacifica Partners
Canada
$13K +$13.3K +443 New
WAS
170
Winch Advisory Services
Wisconsin
$12K
CFGS
171
Concourse Financial Group Securities
Alabama
$12K +$12.4K +413 New
GEA
172
Glen Eagle Advisors
New Jersey
$12K
RFM
173
Royal Fund Management
Florida
$11K +$7.98K +266 +253%
AIS
174
Accurate Investment Solutions
Pennsylvania
$9K +$30 +1 +0.3%
PA
175
Parallel Advisors
California
$8K