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State Street SPDR Portfolio Short Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LAS
176
Lloyd Advisory Services
Georgia
$299K -$53.2K -1,734 -15%
DWM
177
Dakota Wealth Management
Florida
$298K -$130K -4,233 -30%
MCM
178
Monument Capital Management
Virginia
$297K -$72.7K -2,366 -20%
QCM
179
Quest Capital Management
Texas
$262K +$262K +8,520 New
CAN
180
Cetera Advisor Networks
California
$261K -$11.5M -373,248 -98%
IFG
181
Independent Financial Group
California
$258K
WWM
182
Western Wealth Management
Colorado
$247K -$209K -6,800 -46%
SFA
183
Sequoia Financial Advisors
Ohio
$246K -$555K -18,073 -69%
MAS
184
Managed Account Services
Florida
$246K -$117K -3,807 -32%
SW
185
SkyOak Wealth
Michigan
$246K +$246K +7,999 New
NAS
186
Nicolet Advisory Services
Wisconsin
$244K -$242K -7,887 -50%
SWP
187
Summit Wealth Partners
Florida
$243K +$243K +7,903 New
VHAM
188
Van Hulzen Asset Management
California
$232K -$14.3K -466 -6%
JMFC
189
J.M. Forbes & Co
Massachusetts
$227K +$7.28K +237 +3%
FANJ
190
Financial Architects (New Jersey)
New Jersey
$224K
BWA
191
Beam Wealth Advisors
Louisiana
$212K +$212K +6,896 New
UCFA
192
United Capital Financial Advisors
Texas
$210K
Vanguard Personalized Indexing Management
193
Vanguard Personalized Indexing Management
California
$207K +$207K +6,741 New
SIM
194
Stratos Investment Management
Ohio
$205K +$184 +6 +0.1%
William Blair & Company
195
William Blair & Company
Illinois
$154K
GFPC
196
Global Financial Private Client
Florida
$151K -$55.5K -1,808 -27%
BAM
197
Belpointe Asset Management
Nevada
$128K +$2.79K +91 +2%
BBA
198
Braun-Bostich & Associates
Pennsylvania
$104K -$114K -3,698 -52%
CAAS
199
Capital Asset Advisory Services
Michigan
$92K
SFSG
200
Stearns Financial Services Group
North Carolina
$89K