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State Street SPDR Portfolio Short Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAN
176
Cetera Advisor Networks
California
$261K +$123 +4 +0%
MCM
177
Monument Capital Management
Virginia
$260K -$37K -1,205 -12%
IFG
178
Independent Financial Group
California
$258K
BWA
179
Beam Wealth Advisors
Louisiana
$258K +$46K +1,500 +22%
SW
180
SkyOak Wealth
Michigan
$246K
SWP
181
Summit Wealth Partners
Florida
$243K +$245 +8 +0.1%
NAS
182
Nicolet Advisory Services
Wisconsin
$240K -$4.02K -131 -2%
B
183
Bridgeworth
Alabama
$239K -$69.1K -2,252 -22%
JMFC
184
J.M. Forbes & Co
Massachusetts
$234K +$6.35K +207 +3%
RIA
185
Regal Investment Advisors
Michigan
$220K +$220K +7,156 New
FANJ
186
Financial Architects (New Jersey)
New Jersey
$213K -$11K -358 -5%
MAS
187
Managed Account Services
Florida
$210K -$36K -1,173 -15%
UCFA
188
United Capital Financial Advisors
Texas
$210K
NFG
189
Next Financial Group
Texas
$206K -$120K -3,927 -37%
SIM
190
Stratos Investment Management
Ohio
$206K +$215 +7 +0.1%
KAS
191
Kestra Advisory Services
Texas
$204K +$204K +6,652 New
I2I
192
Insight 2811 Inc
Illinois
$203K -$4.27M -139,067 -95%
GM
193
GeoWealth Management
Illinois
$163K -$2.87M -93,461 -95%
William Blair & Company
194
William Blair & Company
Illinois
$154K
BAM
195
Belpointe Asset Management
Nevada
$128K
CAAS
196
Capital Asset Advisory Services
Michigan
$92K
OIM
197
Oder Investment Management
California
$76K +$75.6K +2,464 New
APWA
198
Atlas Private Wealth Advisors
New Jersey
$67K
SL
199
Savior LLC
Massachusetts
$61K +$215 +7 +0.4%
CFA
200
Carroll Financial Associates
North Carolina
$60K -$633K -20,623 -91%