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State Street SPDR Portfolio Short Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IA
151
IFG Advisory
Georgia
$395K +$396K +12,901 New
AIC
152
Ameritas Investment Company
Nebraska
$389K
FNBOH
153
First National Bank of Hutchinson
Kansas
$385K -$1.57M -51,163 -80%
GM
154
GeoWealth Management
Illinois
$374K +$160K +5,206 +74%
AFWM
155
AMJ Financial Wealth Management
Virginia
$356K -$379K -12,347 -51%
EIA
156
Eldridge Investment Advisors
New Hampshire
$352K -$1.74M -56,601 -83%
MWM
157
Midwest Wealth Management
Indiana
$352K -$11.6K -378 -3%
CCP
158
Cassia Capital Partners
North Carolina
$352K +$352K +11,480 New
AA
159
Advisory Alpha
Michigan
$336K
JWS
160
Juncture Wealth Strategies
Arizona
$326K +$71.9K +2,344 +28%
RFN
161
RDA Financial Network
Iowa
$324K -$5.03K -164 -2%
EH
162
Equitable Holdings
New York
$319K +$320K +10,430 New
ASN
163
Advisory Services Network
Georgia
$312K
OWA
164
Outlook Wealth Advisors
Texas
$307K +$1.2K +39 +0.4%
NFG
165
Next Financial Group
Texas
$305K
BFA
166
Beaumont Financial Advisors
Massachusetts
$296K +$12.8K +419 +5%
TWM
167
Titus Wealth Management
California
$288K -$31 -1 -0%
KCM
168
Karp Capital Management
California
$283K +$283K +9,245 New
IWC
169
Integrated Wealth Concepts
Massachusetts
$283K +$284K +9,248 New
BWA
170
Beam Wealth Advisors
Louisiana
$272K
CTA
171
Chesley Taft & Associates
Illinois
$272K +$272K +8,878 New
Cetera Investment Advisers
172
Cetera Investment Advisers
Illinois
$271K -$15.8K -514 -5%
SWP
173
Strategic Wealth Partners
Ohio
$264K -$87K -2,838 -25%
Vanguard Personalized Indexing Management
174
Vanguard Personalized Indexing Management
California
$263K +$264K +8,596 New
QCM
175
Quest Capital Management
Texas
$261K