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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
SMG
202
Spectrum Management Group
Indiana
$109K
CAAS
203
Capital Asset Advisory Services
Michigan
$92K
WAS
204
Winch Advisory Services
Wisconsin
$86K +$22K +718 +34%
APWA
205
Atlas Private Wealth Advisors
New Jersey
$67K
CFA
206
Carroll Financial Associates
North Carolina
$60K
LAS
207
Lloyd Advisory Services
Georgia
$59K +$8.13K +265 +16%
S
208
SignatureFD
Georgia
$52K +$52.1K +1,700 New
CFD
209
Creative Financial Designs
Indiana
$47K +$40K +1,305 +596%
CWM
210
Cranbrook Wealth Management
Michigan
$43K -$3K -98 -7%
SL
211
Savior LLC
Massachusetts
$36K +$14.8K +481 +71%
HWMA
212
Heritage Wealth Management (Arizona)
Arizona
$34K +$34K +1,109 New
IRC
213
Investors Research Corp
Georgia
$32K +$32K +1,044 New
FPW
214
Flagship Private Wealth
Massachusetts
$19.3K
AF
215
Allworth Financial
California
$19K
HIA
216
Harbor Investment Advisory
Maryland
$16K
RG
217
Retirement Group
California
$15K +$31 +1 +0.2%
CAPTRUST Financial Advisors
218
CAPTRUST Financial Advisors
North Carolina
$13K -$39.1K -1,275 -76%
Fidelity Investments
219
Fidelity Investments
Massachusetts
$13K +$3K +98 +30%
CFGS
220
Concourse Financial Group Securities
Alabama
$12K -$25.3K -826 -68%
PP
221
Pacifica Partners
Canada
$12K
BC
222
Bartlett & Co
Ohio
$10K
BCWM
223
Bartlett & Co Wealth Management
Ohio
$9.96K
PFGIA
224
Patriot Financial Group Insurance Agency
Massachusetts
$9K
TC
225
Truvestments Capital
Florida
$9K