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State Street SPDR Portfolio Short Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AF
151
Allworth Financial
California
$1.28M -$121K -4,226 -9%
CJFS
152
Coulter & Justus Financial Services
Tennessee
$1.27M -$9.53M -331,592 -88%
ASN
153
Advisory Services Network
Georgia
$1.24M +$1.24M +43,319 New
LA
154
Lifeworks Advisors
Michigan
$1.24M +$1.01M +35,230 +451%
HS
155
Horan Securities
United States
$1.2M +$4.34K +151 +0.4%
GWM
156
Geneos Wealth Management
Colorado
$1.2M +$110K +3,842 +10%
OMC
157
Old Mission Capital
Illinois
$1.15M +$1.15M +39,895 New
KBFS
158
Kohmann Bosshard Financial Services
Ohio
$1.11M -$20.5K -712 -2%
AWS
159
Atria Wealth Solutions
New York
$1.08M -$818K -28,469 -43%
EIA
160
Eldridge Investment Advisors
New Hampshire
$1.06M +$1.06M +37,040 New
Comerica Bank
161
Comerica Bank
Texas
$1.04M +$1.04M +36,075 New
Prudential Financial
162
Prudential Financial
New Jersey
$1.02M +$471K +16,378 +86%
WWM
163
Western Wealth Management
Colorado
$993K +$34.5K +1,201 +4%
PWMG
164
Provence Wealth Management Group
California
$974K +$25.3K +882 +3%
ACG
165
Allen Capital Group
Nebraska
$939K +$446K +15,535 +90%
SW
166
Simplicity Wealth
New Jersey
$928K +$296K +10,284 +47%
Envestnet Portfolio Solutions
167
Envestnet Portfolio Solutions
Illinois
$910K +$911K +31,701 New
FIA
168
Foundations Investment Advisors
Arizona
$910K +$100K +3,478 +12%
3AM
169
3EDGE Asset Management
Florida
$879K +$37.9K +1,319 +4%
SAS
170
SMI Advisory Services
Indiana
$869K +$871K +30,294 New
Mercer Global Advisors
171
Mercer Global Advisors
Colorado
$853K +$68.1K +2,368 +9%
EK
172
Evensky & Katz
Florida
$811K -$322K -11,194 -28%
AFWM
173
AMJ Financial Wealth Management
Virginia
$781K -$215K -7,478 -22%
VAG
174
VisionPoint Advisory Group
Texas
$780K -$91.2K -3,172 -10%
CPM
175
Connective Portfolio Management
New York
$766K -$21.1K -735 -3%