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State Street SPDR Portfolio Short Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LA
151
Lifeworks Advisors
Michigan
$1.57M +$316K +10,956 +25%
SW
152
Simplicity Wealth
New Jersey
$1.53M +$583K +20,232 +63%
Goldman Sachs
153
Goldman Sachs
New York
$1.5M +$720K +24,999 +94%
Citadel Advisors
154
Citadel Advisors
Florida
$1.45M -$347K -12,051 -19%
LMKC
155
L.M. Kohn & Company
Ohio
$1.45M -$26.9K -933 -2%
SFA
156
Source Financial Advisors
New York
$1.43M +$1.42M +49,381 New
NC
157
Napatree Capital
Rhode Island
$1.43M +$1.41M +49,098 New
FWM
158
Fonville Wealth Management
Virginia
$1.41M +$1.4M +48,640 New
Luther King Capital Management (LKCM)
159
Luther King Capital Management (LKCM)
Texas
$1.4M
IA
160
IFP Advisors
Florida
$1.39M -$1.07M -37,239 -44%
VH
161
Visionary Horizons
Tennessee
$1.35M +$1.34M +46,386 New
GWM
162
Geneos Wealth Management
Colorado
$1.3M +$85.7K +2,974 +7%
WWM
163
WJ Wealth Management
Arizona
$1.27M -$1.26M -43,850 -50%
Envestnet Portfolio Solutions
164
Envestnet Portfolio Solutions
Illinois
$1.25M +$331K +11,474 +36%
WAP
165
Wealthcare Advisory Partners
Pennsylvania
$1.24M +$466K +16,185 +61%
RJT
166
Raymond James Trust
Florida
$1.21M +$1.2M +41,639 New
CA
167
Cetera Advisors
Colorado
$1.18M -$118K -4,107 -9%
MFT
168
Moisand Fitzgerald Tamayo
Florida
$1.16M -$1.29M -44,841 -53%
KBFS
169
Kohmann Bosshard Financial Services
Ohio
$1.14M +$14.1K +491 +1%
WIC
170
Woodmont Investment Counsel
Tennessee
$1.14M +$765K +26,559 +210%
AA
171
AlphaQ Advisors
Florida
$1.12M +$1.11M +38,530 New
MFWM
172
Motley Fool Wealth Management
Virginia
$1.08M -$38.3M -1,329,134 -97%
TLFA
173
True Link Financial Advisors
California
$1.06M -$437K -15,175 -29%
FFN
174
Focus Financial Network
Minnesota
$1.04M +$1.03M +35,782 New
AF
175
Allworth Financial
California
$1.04M -$254K -8,802 -20%