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State Street SPDR Portfolio Short Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWP
201
Strategic Wealth Partners
Ohio
$251K
FW
202
FirstPurpose Wealth
Utah
$249K +$253K +8,406 New
HWA
203
Heartwood Wealth Advisors
Virginia
$239K
B
204
Bellecapital
Switzerland
$235K
SW
205
SkyOak Wealth
Michigan
$233K -$4.87K -162 -2%
IA
206
IFG Advisory
Georgia
$228K -$207K -6,900 -47%
NAS
207
Nicolet Advisory Services
Wisconsin
$228K -$180 -6 -0.1%
APA
208
American Portfolios Advisors
New York
$227K +$10.3K +343 +5%
OPS
209
Orion Portfolio Solutions
Nebraska
$211K +$5.32K +177 +3%
FWM
210
Frontier Wealth Management
Missouri
$210K +$180 +6 +0.1%
MSCM
211
McElhenny Sheffield Capital Management
Texas
$200K
CWA
212
Clearview Wealth Advisors
Oregon
$194K -$1.06M -35,409 -84%
Koshinski Asset Management
213
Koshinski Asset Management
Illinois
$164K +$301 +10 +0.2%
ED
214
Exane Derivatives
France
$151K
William Blair & Company
215
William Blair & Company
Illinois
$148K -$153K -5,100 -50%
PCA
216
Providence Capital Advisors
North Carolina
$148K
TPCW
217
TD Private Client Wealth
New York
$131K -$3.04K -101 -2%
SMG
218
Spectrum Management Group
Indiana
$130K
BAM
219
Belpointe Asset Management
Nevada
$130K +$132K +4,382 New
BW
220
Bison Wealth
Georgia
$112K +$113K +3,765 New
LAS
221
Lloyd Advisory Services
Georgia
$105K +$21.1K +702 +25%
Citigroup
222
Citigroup
New York
$104K -$182K -6,051 -63%
MCC
223
Money Concepts Capital
Florida
$93K -$3.71M -123,346 -98%
FWM
224
Focused Wealth Management
New York
$82K -$46.6K -1,550 -36%
EWM
225
EPG Wealth Management
Georgia
$75K -$785K -26,093 -91%