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State Street SPDR Portfolio Short Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TW
176
TrinityPoint Wealth
Connecticut
$1.41M +$917K +31,418 +188%
VPP
177
Vertex Planning Partners
Illinois
$1.41M -$2.33K -80 -0.2%
KBFS
178
Kohmann Bosshard Financial Services
Ohio
$1.4M +$323K +11,065 +30%
HAS
179
HBW Advisory Services
California
$1.37M +$22K +753 +2%
CCFM
180
Clear Creek Financial Management
Washington
$1.35M +$330K +11,302 +33%
FHA
181
Flagship Harbor Advisors
Massachusetts
$1.28M +$128K +4,399 +11%
JP Morgan Chase
182
JP Morgan Chase
New York
$1.2M +$465K +15,953 +64%
ACG
183
Allen Capital Group
Nebraska
$1.13M +$187K +6,395 +20%
SAF
184
Smith Anglin Financial
Texas
$1.11M -$35.1M -1,203,671 -97%
SAS
185
SMI Advisory Services
Indiana
$1.09M -$3.03K -104 -0.3%
PWM
186
Prosperity Wealth Management
California
$1.08M -$284K -9,721 -21%
AFP
187
Ausdal Financial Partners
Iowa
$1.06M +$386K +13,246 +58%
PTC
188
Private Trust Company
Ohio
$1.03M +$81.6K +2,798 +9%
NA
189
NewEdge Advisors
Louisiana
$993K +$218K +7,466 +28%
TSS
190
Two Sigma Securities
New York
$972K +$694K +23,792 +257%
HS
191
Horan Securities
United States
$967K +$3.47K +119 +0.4%
Creative Planning
192
Creative Planning
Kansas
$956K -$159K -5,460 -14%
LA
193
Lifeworks Advisors
Michigan
$952K -$135K -4,619 -12%
WT
194
Whittier Trust
California
$942K -$37.3K -1,280 -4%
VAS
195
Vestmark Advisory Solutions
Massachusetts
$861K +$564K +19,322 +194%
BIM
196
Breakwater Investment Management
Washington
$844K -$5.28K -181 -0.6%
TLFA
197
True Link Financial Advisors
California
$841K -$29.2K -1,000 -3%
Citigroup
198
Citigroup
New York
$833K -$575K -19,704 -41%
Focus Partners Wealth
199
Focus Partners Wealth
Massachusetts
$825K +$814K +27,914 New
MA
200
MKT Advisors
California
$807K