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State Street SPDR Portfolio Short Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWA
176
Beam Wealth Advisors
Louisiana
$272K +$8.25K +269 +3%
GL
177
Graypoint LLC
New York
$270K -$282K -9,190 -51%
KWM
178
Kingsview Wealth Management
Oregon
$268K -$86.9K -2,835 -24%
QCM
179
Quest Capital Management
Texas
$261K
FWM
180
Frontier Wealth Management
Missouri
$257K +$92 +3 +0%
JWS
181
Juncture Wealth Strategies
Arizona
$255K -$76.7K -2,502 -23%
HWA
182
Heartwood Wealth Advisors
Virginia
$252K
SWP
183
Summit Wealth Partners
Florida
$250K -$26.3K -859 -10%
APW
184
Aurora Private Wealth
New Jersey
$249K -$5.98M -195,136 -96%
SW
185
SkyOak Wealth
Michigan
$245K
B
186
Bellecapital
Switzerland
$243K
NAS
187
Nicolet Advisory Services
Wisconsin
$237K -$276 -9 -0.1%
W
188
Wealthquest
Ohio
$229K -$97.8K -3,190 -30%
CL
189
COWA LLC
Oklahoma
$224K +$174K +5,670 +346%
APA
190
American Portfolios Advisors
New York
$224K +$17.7K +577 +9%
GM
191
GeoWealth Management
Illinois
$215K +$63.4K +2,067 +42%
SIM
192
Stratos Investment Management
Ohio
$205K +$61 +2 +0%
FAIM
193
Financial Advocates Investment Management
Washington
$204K -$45.1K -1,470 -18%
MCM
194
Monument Capital Management
Virginia
$203K -$41.3K -1,348 -17%
RIA
195
Regal Investment Advisors
Michigan
$202K +$203K +6,608 New
Northwestern Mutual Wealth Management
196
Northwestern Mutual Wealth Management
Wisconsin
$194K -$250K -8,151 -56%
ED
197
Exane Derivatives
France
$156K +$156K +5,099 New
William Blair & Company
198
William Blair & Company
Illinois
$153K
FWM
199
Focused Wealth Management
New York
$147K -$716K -23,345 -83%
TPCW
200
TD Private Client Wealth
New York
$137K +$34.8K +1,135 +34%