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State Street SPDR Portfolio Short Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TWP
151
Tower Wealth Partners
Pennsylvania
$637K +$19.9K +674 +3%
AWM
152
Accurate Wealth Management
Florida
$618K -$133K -4,520 -18%
CTFG
153
Capstone Triton Financial Group
Oklahoma
$614K
CAN
154
Cetera Advisor Networks
California
$604K +$606K +20,524 New
WSTAM
155
Wilbanks Smith & Thomas Asset Management
Virginia
$603K
AFWM
156
AMJ Financial Wealth Management
Virginia
$597K +$23.6K +798 +4%
BFA
157
Brendel Financial Advisors
New Hampshire
$593K -$630K -21,328 -51%
FRA
158
Front Row Advisors
California
$588K -$14.8K -500 -2%
ACG
159
Allen Capital Group
Nebraska
$581K -$326K -11,039 -36%
BWA
160
Blodgett Wealth Advisors
California
$581K
KAS
161
Kestra Advisory Services
Texas
$577K +$287K +9,718 +99%
GM
162
GeoWealth Management
Illinois
$576K +$50.5K +1,712 +10%
VIM
163
Vista Investment Management
Pennsylvania
$566K +$55.2K +1,871 +11%
DAS
164
Dynamic Advisor Solutions
Arizona
$538K +$539K +18,276 New
1832 Asset Management
165
1832 Asset Management
Ontario, Canada
$537K -$24.7K -838 -4%
TSA
166
Tri-Star Advisors
Texas
$534K +$4.96K +168 +0.9%
SAM
167
Strategic Asset Management
Minnesota
$531K +$174K +5,894 +49%
Rockefeller Capital Management
168
Rockefeller Capital Management
New York
$525K +$81.1K +2,747 +18%
LA
169
Lifeworks Advisors
Michigan
$522K +$138K +4,660 +36%
MBTD
170
Mechanics Bank - Trust Department
California
$501K -$30.6K -1,036 -6%
CWM
171
Cornerstone Wealth Management
Missouri
$488K +$228K +7,712 +87%
JP Morgan Chase
172
JP Morgan Chase
New York
$472K -$502 -17 -0.1%
LFAS
173
Level Four Advisory Services
Texas
$469K -$122K -4,149 -21%
BJL
174
Brighton Jones LLC
Washington
$456K -$123K -4,162 -21%
APA
175
American Portfolios Advisors
New York
$454K +$229K +7,757 +102%