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State Street SPDR Portfolio Short Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GG
201
Golden Green
South Carolina
$362K +$367K +12,530 New
1IA
202
1620 Investment Advisors
Massachusetts
$356K +$361K +12,307 New
Rockefeller Capital Management
203
Rockefeller Capital Management
New York
$330K -$188K -6,410 -36%
LFG
204
Larson Financial Group
Missouri
$320K +$324K +11,065 New
FPW
205
Flagship Private Wealth
Massachusetts
$310K +$314K +10,707 New
CWM
206
Collaborative Wealth Management
Florida
$305K -$18.4K -629 -6%
NWM
207
Northwest Wealth Management
Iowa
$298K +$205 +7 +0.1%
UCFA
208
United Capital Financial Advisors
Texas
$298K +$302K +10,325 New
APWA
209
Atlas Private Wealth Advisors
New Jersey
$291K -$56K -1,913 -16%
CSWG
210
Cardinal Strategic Wealth Guidance
Kentucky
$290K +$2.99K +102 +1%
IWC
211
Integrated Wealth Concepts
Massachusetts
$289K +$75.1K +2,563 +35%
FCH
212
Freestone Capital Holdings
Washington
$288K -$6.36M -217,144 -96%
IA
213
IFG Advisory
Georgia
$278K -$36.3K -1,238 -11%
LFAS
214
Level Four Advisory Services
Texas
$268K -$195K -6,656 -42%
OWA
215
Outlook Wealth Advisors
Texas
$265K -$8.5K -290 -3%
JWS
216
Juncture Wealth Strategies
Arizona
$264K +$469 +16 +0.2%
PCS
217
Personal CFO Solutions
New Jersey
$256K
FW
218
FirstPurpose Wealth
Utah
$255K -$2.26K -77 -0.9%
GWM
219
Geneos Wealth Management
Colorado
$254K +$19K +650 +8%
VAG
220
VisionPoint Advisory Group
Texas
$243K +$246K +8,404 New
CTA
221
Chesley Taft & Associates
Illinois
$236K
OPS
222
Orion Portfolio Solutions
Nebraska
$235K +$33.7K +1,151 +17%
CWM
223
Cornerstone Wealth Management
Missouri
$232K -$250K -8,520 -51%
CAPTRUST Financial Advisors
224
CAPTRUST Financial Advisors
North Carolina
$230K +$158K +5,400 +212%
Citigroup
225
Citigroup
New York
$229K +$90.9K +3,103 +65%