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State Street SPDR Portfolio Short Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BAM
201
Belpointe Asset Management
Nevada
$125K
AssetMark Inc
202
AssetMark Inc
California
$120K -$3.34M -108,770 -97%
LFG
203
LifePlan Financial Group
Ohio
$98K
CAAS
204
Capital Asset Advisory Services
Michigan
$92K
Northwestern Mutual Wealth Management
205
Northwestern Mutual Wealth Management
Wisconsin
$92K +$91.8K +2,990 New
SFSG
206
Stearns Financial Services Group
North Carolina
$89K -$526K -17,128 -86%
PWMG
207
Prestige Wealth Management Group
New Jersey
$69K +$69K +2,247 New
APWA
208
Atlas Private Wealth Advisors
New Jersey
$67K +$67.2K +2,190 New
Fidelity Investments
209
Fidelity Investments
Massachusetts
$50K +$3.9K +127 +9%
FHA
210
Flagship Harbor Advisors
Massachusetts
$47K -$25K -815 -35%
SMG
211
Spectrum Management Group
Indiana
$41K -$120K -3,900 -74%
PA
212
Procyon Advisors
Connecticut
$41K +$9.39K +306 +30%
CWM
213
Cranbrook Wealth Management
Michigan
$41K +$41K +1,335 New
KFS
214
Kelly Financial Services
Massachusetts
$39K -$3.95M -128,623 -99%
PFGIA
215
Patriot Financial Group Insurance Agency
Massachusetts
$26K +$16.4K +534 +177%
CFGS
216
Concourse Financial Group Securities
Alabama
$22K -$183K -5,963 -89%
TIM
217
Tortoise Investment Management
New York
$22K
JCM
218
Jacobi Capital Management
Pennsylvania
$20K -$3.71K -121 -15%
RG
219
Retirement Group
California
$16K +$15.8K +514 New
CAPTRUST Financial Advisors
220
CAPTRUST Financial Advisors
North Carolina
$13K +$12.5K +408 New
GEA
221
Glen Eagle Advisors
New Jersey
$12.3K
PP
222
Pacifica Partners
Canada
$12K
SPIA
223
Steward Partners Investment Advisory
New York
$11K
BC
224
Bartlett & Co
Ohio
$10K
WT
225
Whittier Trust
California
$10K