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State Street SPDR Portfolio Short Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HWA
176
Heartwood Wealth Advisors
Virginia
$252K -$230K -7,490 -48%
WHG
177
Westwood Holdings Group
Texas
$252K +$252K +8,206 New
FAIM
178
Financial Advocates Investment Management
Washington
$249K -$584K -19,028 -70%
CAMG
179
CWA Asset Management Group
Florida
$249K -$264K -8,611 -51%
MCM
180
Monument Capital Management
Virginia
$245K -$15.2K -495 -6%
SW
181
SkyOak Wealth
Michigan
$245K
BRWA
182
B. Riley Wealth Advisors
Florida
$244K -$105K -3,430 -30%
B
183
Bellecapital
Switzerland
$244K -$97.2K -3,170 -29%
NAS
184
Nicolet Advisory Services
Wisconsin
$237K -$2.36K -77 -1%
LK
185
Lumbard & Kellner
New Hampshire
$233K -$692K -22,553 -75%
B
186
Bridgeworth
Alabama
$217K -$21.8K -710 -9%
SB
187
Strategic Blueprint
Georgia
$213K +$213K +6,946 New
UCFA
188
United Capital Financial Advisors
Texas
$210K
APA
189
American Portfolios Advisors
New York
$206K -$5.18M -168,830 -96%
NFG
190
Next Financial Group
Texas
$205K
SIM
191
Stratos Investment Management
Ohio
$205K +$92 +3 +0%
William Blair & Company
192
William Blair & Company
Illinois
$153K
GM
193
GeoWealth Management
Illinois
$152K -$10.5K -341 -6%
BAM
194
Belpointe Asset Management
Nevada
$125K -$2.79K -91 -2%
SMG
195
Spectrum Management Group
Indiana
$109K +$68.1K +2,219 +164%
TPCW
196
TD Private Client Wealth
New York
$103K +$103K +3,347 New
CAAS
197
Capital Asset Advisory Services
Michigan
$92K
APWA
198
Atlas Private Wealth Advisors
New Jersey
$67K
WAS
199
Winch Advisory Services
Wisconsin
$64K +$64.1K +2,090 New
CFA
200
Carroll Financial Associates
North Carolina
$60K