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State Street SPDR Portfolio Short Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WHG
176
Westwood Holdings Group
Texas
$309K +$310K +10,157 New
William Blair & Company
177
William Blair & Company
Illinois
$307K +$156K +5,100 +102%
OWA
178
Outlook Wealth Advisors
Texas
$303K -$2.87K -94 -0.9%
NFG
179
Next Financial Group
Texas
$303K
Citigroup
180
Citigroup
New York
$291K -$111K -3,652 -28%
BFA
181
Beaumont Financial Advisors
Massachusetts
$282K -$12.8K -419 -4%
TWM
182
Titus Wealth Management
California
$277K -$10.7K -352 -4%
Vanguard Personalized Indexing Management
183
Vanguard Personalized Indexing Management
California
$272K +$10.3K +337 +4%
IWC
184
Integrated Wealth Concepts
Massachusetts
$270K -$11.5K -376 -4%
CTA
185
Chesley Taft & Associates
Illinois
$270K
ASN
186
Advisory Services Network
Georgia
$267K -$43.5K -1,426 -14%
SWP
187
Summit Wealth Partners
Florida
$266K +$16.8K +550 +7%
FHA
188
Flagship Harbor Advisors
Massachusetts
$263K -$15.3M -500,422 -98%
SWP
189
Strategic Wealth Partners
Ohio
$257K -$4.97K -163 -2%
HWA
190
Heartwood Wealth Advisors
Virginia
$245K -$5.43K -178 -2%
SW
191
SkyOak Wealth
Michigan
$244K +$458 +15 +0.2%
CWM
192
Cornerstone Wealth Management
Missouri
$244K +$247K +8,083 New
B
193
Bellecapital
Switzerland
$242K
GL
194
Graypoint LLC
New York
$236K
NAS
195
Nicolet Advisory Services
Wisconsin
$235K -$427 -14 -0.2%
RPG
196
Resource Planning Group
Georgia
$233K +$234K +7,656 New
UCFA
197
United Capital Financial Advisors
Texas
$232K +$23.5K +771 +11%
AWM
198
Accurate Wealth Management
Florida
$228K
APA
199
American Portfolios Advisors
New York
$222K -$8.25M -270,306 -97%
CL
200
COWA LLC
Oklahoma
$217K -$976 -32 -0.4%