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State Street SPDR Portfolio Short Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
176
Creative Planning
Kansas
$383K +$21.7K +721 +6%
RWM
177
Rockwood Wealth Management
Pennsylvania
$381K +$30 +1 +0%
WAS
178
Winch Advisory Services
Wisconsin
$370K +$12.3K +410 +3%
PP
179
PrairieView Partners
Minnesota
$365K -$21K -698 -5%
JIR
180
James Investment Research
Ohio
$363K +$368K +12,231 New
OMC
181
Old Mission Capital
Illinois
$362K +$367K +12,205 New
SAM
182
Strategic Asset Management
Minnesota
$360K +$261K +8,669 +251%
IWM
183
IHT Wealth Management
Illinois
$340K -$229K -7,611 -40%
GPWA
184
Great Point Wealth Advisors
Massachusetts
$337K -$283K -9,410 -45%
MWM
185
Midwest Wealth Management
Indiana
$331K -$9.74K -324 -3%
RW
186
REDW Wealth
New Mexico
$326K +$330K +10,986 New
CSIA
187
Charles Schwab Investment Advisory
California
$320K +$2.02K +67 +0.6%
Wealth Enhancement Advisory Services
188
Wealth Enhancement Advisory Services
Minnesota
$312K +$1.99K +66 +0.6%
JWS
189
Juncture Wealth Strategies
Arizona
$304K +$421 +14 +0.1%
WWM
190
Western Wealth Management
Colorado
$296K +$301K +10,000 New
OWA
191
Outlook Wealth Advisors
Texas
$292K -$2.47K -82 -0.8%
KAS
192
Kestra Advisory Services
Texas
$292K +$296K +9,858 New
FTS
193
Fifth Third Securities
Ohio
$282K -$16.9M -563,624 -98%
BFA
194
Beaumont Financial Advisors
Massachusetts
$274K
B
195
Bridgeworth
Alabama
$266K +$270K +8,967 New
CTA
196
Chesley Taft & Associates
Illinois
$263K
CWM
197
Cornerstone Wealth Management
Missouri
$262K +$22.9K +761 +9%
ASN
198
Advisory Services Network
Georgia
$254K -$6.16K -205 -2%
SB
199
Strategic Blueprint
Georgia
$254K +$52.5K +1,745 +26%
TWM
200
Titus Wealth Management
California
$252K -$17.8K -593 -7%