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State Street SPDR Portfolio Short Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SPI
151
Santori & Peters Inc
Pennsylvania
$455K -$663K -21,731 -59%
IAN
152
Integrated Advisors Network
Texas
$450K -$45.8K -1,500 -9%
CWM
153
Congress Wealth Management
Massachusetts
$449K +$450K +14,751 New
NWM
154
Northwest Wealth Management
Iowa
$448K +$29K +949 +7%
IA
155
IFG Advisory
Georgia
$444K +$51.9K +1,702 +13%
MC
156
Matisse Capital
Oregon
$441K
PA
157
Probity Advisors
Texas
$417K -$34.4K -1,126 -8%
PA
158
Pinnacle Associates
New York
$410K -$107K -3,500 -21%
PWMAG
159
Pinnacle Wealth Management Advisory Group
New Jersey
$410K -$107K -3,500 -21%
EH
160
Equitable Holdings
New York
$397K +$79.9K +2,620 +25%
PP
161
PrairieView Partners
Minnesota
$396K -$3.6K -118 -0.9%
HFS
162
Heritage Financial Services
Massachusetts
$391K +$393K +12,866 New
RWM
163
Rockwood Wealth Management
Pennsylvania
$391K +$392K +12,833 New
LA
164
Lifeworks Advisors
Michigan
$386K +$387K +12,674 New
OIA
165
Optimum Investment Advisors
Illinois
$383K -$122K -4,000 -24%
Creative Planning
166
Creative Planning
Kansas
$372K +$373K +12,212 New
BNP Paribas Financial Markets
167
BNP Paribas Financial Markets
France
$367K +$368K +12,076 New
WAS
168
Winch Advisory Services
Wisconsin
$367K +$265K +8,698 +259%
FNBOH
169
First National Bank of Hutchinson
Kansas
$362K -$19.8K -650 -5%
MWM
170
Midwest Wealth Management
Indiana
$349K
QC
171
Quent Capital
New York
$348K +$349K +11,443 New
PG
172
Prostatis Group
Maryland
$338K -$68.8K -2,255 -17%
CSIA
173
Charles Schwab Investment Advisory
California
$326K +$327K +10,722 New
Wealth Enhancement Advisory Services
174
Wealth Enhancement Advisory Services
Minnesota
$316K +$320K +10,476 New
JWS
175
Juncture Wealth Strategies
Arizona
$312K -$12.8K -419 -4%