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State Street SPDR Portfolio Short Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFA
176
Beaumont Financial Advisors
Massachusetts
$450K +$178K +6,036 +65%
CMBA
177
C.M. Bidwell & Associates
Hawaii
$448K -$33.9K -1,150 -7%
MSFS
178
Main Street Financial Solutions
Pennsylvania
$444K
WAS
179
Winch Advisory Services
Wisconsin
$430K +$62.9K +2,132 +17%
EH
180
Equitable Holdings
New York
$428K +$38.4K +1,302 +10%
Vanguard Personalized Indexing Management
181
Vanguard Personalized Indexing Management
California
$421K -$264K -8,933 -38%
Creative Planning
182
Creative Planning
Kansas
$416K +$35.1K +1,190 +9%
FTCM
183
First Trust Capital Management
Illinois
$415K
FT
184
Fiduciary Trust
Massachusetts
$410K -$232K -7,852 -36%
PA
185
Probity Advisors
Texas
$396K +$5.28K +179 +1%
IMC Chicago
186
IMC Chicago
Illinois
$390K +$391K +13,255 New
CWM
187
Congress Wealth Management
Massachusetts
$378K -$32.8K -1,112 -8%
PTC
188
Private Trust Company
Ohio
$360K +$361K +12,224 New
APWA
189
Atlas Private Wealth Advisors
New Jersey
$352K -$7.64M -258,851 -96%
LJAC
190
L.J. Altfest & Co
New York
$333K -$603K -20,419 -64%
SWA
191
Stratos Wealth Advisors
Ohio
$333K -$233K -7,900 -41%
CWM
192
Collaborative Wealth Management
Florida
$329K +$330K +11,179 New
LTL
193
Lowery Thomas LLC
California
$324K +$324K +10,990 New
IA
194
IFG Advisory
Georgia
$320K +$93.5K +3,168 +41%
NWM
195
Northwest Wealth Management
Iowa
$304K -$114K -3,867 -27%
WWM
196
Western Wealth Management
Colorado
$294K
CSWG
197
Cardinal Strategic Wealth Guidance
Kentucky
$292K +$293K +9,919 New
OWA
198
Outlook Wealth Advisors
Texas
$278K -$12.5K -423 -4%
Cerity Partners
199
Cerity Partners
New York
$271K -$1.45M -48,976 -84%
JWS
200
Juncture Wealth Strategies
Arizona
$268K -$33.5K -1,134 -11%