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State Street SPDR Portfolio Short Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HWA
151
Heartwood Wealth Advisors
Virginia
$552K -$9.9M -327,215 -95%
OIA
152
Optimum Investment Advisors
Illinois
$541K +$69.6K +2,300 +15%
SFS
153
Sowell Financial Services
Arkansas
$534K -$514 -17 -0.1%
MWM
154
Meridian Wealth Management
Kentucky
$529K -$379K -12,528 -42%
CIC
155
Carnegie Investment Counsel
Ohio
$515K +$20K +661 +4%
SF
156
Synovus Financial
Georgia
$508K +$500K +16,529 New
KWM
157
Kingsview Wealth Management
Oregon
$498K -$10.6K -350 -2%
MA
158
Mutual Advisors
Nebraska
$495K -$4.48K -148 -0.9%
CAM
159
Concorde Asset Management
Michigan
$479K +$472K +15,601 New
BAM
160
Barrett Asset Management
New York
$461K
FAAS
161
First Allied Advisory Services
California
$458K +$30.3K +1,003 +7%
EIA
162
Eldridge Investment Advisors
New Hampshire
$443K -$2.59M -85,706 -86%
Vanguard Personalized Indexing Management
163
Vanguard Personalized Indexing Management
California
$428K +$421K +13,927 New
APA
164
American Portfolios Advisors
New York
$418K +$111K +3,657 +37%
HR
165
Hayden Royal
North Carolina
$409K +$7.92K +262 +2%
BRWA
166
B. Riley Wealth Advisors
Florida
$399K -$38.6K -1,276 -9%
IAN
167
Integrated Advisors Network
Texas
$391K +$385K +12,725 New
AIC
168
Ameritas Investment Company
Nebraska
$390K +$384K +12,700 New
AFA
169
Arlington Financial Advisors
California
$387K
DWM
170
Dakota Wealth Management
Florida
$384K +$378K +12,500 New
PA
171
Probity Advisors
Texas
$376K -$1.24K -41 -0.3%
OWA
172
Outlook Wealth Advisors
Texas
$371K +$28.1K +928 +8%
WSTAM
173
Wilbanks Smith & Thomas Asset Management
Virginia
$369K
Principal Financial Group
174
Principal Financial Group
Iowa
$364K -$66K -2,181 -16%
TC
175
TownSquare Capital
Utah
$343K +$1.81K +60 +0.5%