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State Street SPDR Portfolio Short Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MA
176
MONECO Advisors
Connecticut
$678K +$139K +4,825 +26%
FMWA
177
Forvis Mazars Wealth Advisors
Missouri
$676K -$58.5K -2,026 -8%
Mercer Global Advisors
178
Mercer Global Advisors
Colorado
$654K -$340K -11,779 -34%
WWM
179
Western Wealth Management
Colorado
$629K -$467K -16,159 -43%
WP
180
WealthSource Partners
California
$628K -$81.3K -2,814 -11%
WSTAM
181
Wilbanks Smith & Thomas Asset Management
Virginia
$622K +$29.9K +1,035 +5%
CTFG
182
Capstone Triton Financial Group
Oklahoma
$603K
TWP
183
Tower Wealth Partners
Pennsylvania
$586K +$1.18K +41 +0.2%
AWS
184
Atria Wealth Solutions
New York
$582K -$1.03M -35,688 -64%
GWM
185
Geneos Wealth Management
Colorado
$581K +$326K +11,300 +128%
PWMG
186
Pinnacle Wealth Management Group
Michigan
$580K -$4.91K -170 -0.8%
VVP
187
Venture Visionary Partners
Ohio
$578K +$578K +20,012 New
CA
188
Continuum Advisory
Idaho
$575K +$202K +7,003 +54%
IAN
189
Integrated Advisors Network
Texas
$572K -$595K -20,600 -51%
BWA
190
Blodgett Wealth Advisors
California
$570K
SFS
191
Sowell Financial Services
Arkansas
$557K +$7.89K +273 +1%
AFWM
192
AMJ Financial Wealth Management
Virginia
$550K -$5.14K -178 -0.9%
Bank of Montreal
193
Bank of Montreal
Ontario, Canada
$548K -$6.81M -235,623 -93%
CAPTRUST Financial Advisors
194
CAPTRUST Financial Advisors
North Carolina
$545K +$316K +10,928 +137%
FRA
195
Front Row Advisors
California
$539K -$14.4K -500 -3%
AWMS
196
Advocacy Wealth Management Services
Georgia
$530K -$83.1K -2,877 -14%
LS
197
Leelyn Smith
Illinois
$520K +$520K +17,991 New
IGWM
198
ICA Group Wealth Management
Colorado
$510K +$510K +17,647 New
Prudential Financial
199
Prudential Financial
New Jersey
$505K -$256K -8,852 -34%
WAS
200
Winch Advisory Services
Wisconsin
$496K +$1.3K +45 +0.3%