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State Street SPDR Portfolio Short Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CL
201
COWA LLC
Oklahoma
$58K +$55.7K +1,815 New
CWM
202
Cranbrook Wealth Management
Michigan
$46K +$5K +163 +12%
NFSG
203
Newbridge Financial Services Group
Florida
$43K -$27.1K -882 -39%
SMG
204
Spectrum Management Group
Indiana
$41K
LAS
205
Lloyd Advisory Services
Georgia
$39K -$261K -8,497 -87%
Fidelity Investments
206
Fidelity Investments
Massachusetts
$32K -$591K -19,261 -95%
FPW
207
Flagship Private Wealth
Massachusetts
$27.9K +$27.9K +910 New
KFS
208
Kelly Financial Services
Massachusetts
$25K +$31 +1 +0.1%
FEG
209
Financial Enhancement Group
Indiana
$24K -$4.57M -148,840 -99%
PWM
210
Perigon Wealth Management
California
$22K +$21.8K +710 New
ICP
211
Interchange Capital Partners
Pennsylvania
$18K +$18.2K +592 New
BWL
212
Bogart Wealth LLC
Virginia
$17K +$17.9K +584 New
HIA
213
Harbor Investment Advisory
Maryland
$16K
CFGS
214
Concourse Financial Group Securities
Alabama
$16K +$3.01K +98 +24%
RG
215
Retirement Group
California
$15K +$31 +1 +0.2%
CAPTRUST Financial Advisors
216
CAPTRUST Financial Advisors
North Carolina
$13K +$12.5K +408 New
PP
217
Pacifica Partners
Canada
$12K
BC
218
Bartlett & Co
Ohio
$10K
Rockefeller Capital Management
219
Rockefeller Capital Management
New York
$10K
WT
220
Whittier Trust
California
$10K
DWMG
221
DB Wealth Management Group
California
$10K +$9.63K +314 New
BCWM
222
Bartlett & Co Wealth Management
Ohio
$9.98K
PFGIA
223
Patriot Financial Group Insurance Agency
Massachusetts
$9K -$16.4K -534 -64%
ACA
224
Aptus Capital Advisors
Alabama
$9K
OCM
225
Orion Capital Management
California
$9K +$8.71K +284 New