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State Street SPDR Portfolio Short Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NWM
176
Northwest Wealth Management
Iowa
$346K +$124K +4,025 +56%
B
177
Bellecapital
Switzerland
$341K
JWS
178
Juncture Wealth Strategies
Arizona
$338K -$251K -8,192 -43%
SPC
179
Sigma Planning Corp
Michigan
$321K +$321K +10,446 New
PG
180
Prostatis Group
Maryland
$299K -$3.64M -118,607 -92%
IFG
181
Independent Financial Group
California
$258K
VHAM
182
Van Hulzen Asset Management
California
$246K -$56.5K -1,841 -19%
B
183
Bridgeworth
Alabama
$245K +$245K +7,978 New
FHB
184
First Hawaiian Bank
Hawaii
$236K -$15.2K -495 -6%
TSA
185
Tri-Star Advisors
Texas
$232K +$232K +7,565 New
OWP
186
Obermeyer Wealth Partners
Colorado
$232K +$232K +7,566 New
TC
187
TownSquare Capital
Utah
$231K -$112K -3,634 -33%
FANJ
188
Financial Architects (New Jersey)
New Jersey
$224K +$42.6K +1,387 +23%
JMFC
189
J.M. Forbes & Co
Massachusetts
$220K +$10.4K +339 +5%
WA
190
Waverly Advisors
Alabama
$219K
BBA
191
Braun-Bostich & Associates
Pennsylvania
$217K
AO
192
Advisor OS
Illinois
$217K +$217K +7,074 New
UCFA
193
United Capital Financial Advisors
Texas
$210K
NFG
194
Next Financial Group
Texas
$209K -$117K -3,827 -36%
OFS
195
OneAscent Financial Services
Alabama
$209K +$209K +6,812 New
GFPC
196
Global Financial Private Client
Florida
$206K +$207K +6,727 New
SIM
197
Stratos Investment Management
Ohio
$205K +$430 +14 +0.2%
OPS
198
Orion Portfolio Solutions
Nebraska
$157K
William Blair & Company
199
William Blair & Company
Illinois
$154K
FI
200
Financial Insights
Washington
$130K +$942K +30,682 New