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State Street SPDR Portfolio Short Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HL
151
HeadInvest LLC
Maine
$391K -$70.6K -2,300 -15%
IF
152
Intrua Financial
Texas
$378K +$379K +12,340 New
AFWM
153
AMJ Financial Wealth Management
Virginia
$371K -$61.9K -2,018 -14%
NWM
154
Northwest Wealth Management
Iowa
$371K
SWP
155
Strategic Wealth Partners
Ohio
$369K -$47.2K -1,538 -11%
KWM
156
Kingsview Wealth Management
Oregon
$355K -$982K -32,027 -73%
AA
157
Advisory Alpha
Michigan
$355K +$356K +11,593 New
RJA
158
Raymond James & Associates
Florida
$348K -$3.07M -100,210 -90%
RFN
159
RDA Financial Network
Iowa
$336K -$141K -4,612 -30%
JWS
160
Juncture Wealth Strategies
Arizona
$332K -$5.21K -170 -2%
W
161
Wealthquest
Ohio
$327K -$117K -3,808 -26%
CPFP
162
Clear Perspectives Financial Planning
Ohio
$327K -$26.1K -850 -7%
ASN
163
Advisory Services Network
Georgia
$323K -$18K -587 -5%
OWA
164
Outlook Wealth Advisors
Texas
$309K -$17.2K -560 -5%
CAN
165
Cetera Advisor Networks
California
$308K +$47.8K +1,558 +18%
AIC
166
Ameritas Investment Company
Nebraska
$297K -$92K -3,000 -24%
BFA
167
Beaumont Financial Advisors
Massachusetts
$284K -$12.8K -417 -4%
KWP
168
Keystone Wealth Partners
Arizona
$280K -$696K -22,676 -71%
SWP
169
Summit Wealth Partners
Florida
$277K +$34.4K +1,122 +14%
Cetera Investment Advisers
170
Cetera Investment Advisers
Illinois
$270K -$157K -5,129 -37%
MCWS
171
McKinley Carter Wealth Services
West Virginia
$266K +$266K +8,674 New
BWA
172
Beam Wealth Advisors
Louisiana
$264K +$6.13K +200 +2%
QCM
173
Quest Capital Management
Texas
$261K
IFG
174
Independent Financial Group
California
$258K
FWM
175
Frontier Wealth Management
Missouri
$257K +$257K +8,381 New