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State Street SPDR Portfolio Short Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FIA
201
Foundations Investment Advisors
Arizona
$631K -$16K -554 -2%
WSTAM
202
Wilbanks Smith & Thomas Asset Management
Virginia
$622K
B
203
BetterWealth
California
$616K -$130K -4,487 -17%
US Bancorp
204
US Bancorp
Minnesota
$614K +$488K +16,846 +384%
CTFG
205
Capstone Triton Financial Group
Oklahoma
$607K +$2.9K +100 +0.5%
MFT
206
Moisand Fitzgerald Tamayo
Florida
$600K -$555K -19,170 -48%
TFP
207
Traction Financial Partners
Wyoming
$579K -$293K -10,114 -33%
SFS
208
Sowell Financial Services
Arkansas
$569K -$49K -1,692 -8%
WCM
209
Wisconsin Capital Management
Wisconsin
$558K -$57.9K -2,000 -9%
FG
210
Fiduciary Group
Georgia
$540K -$2.03K -70 -0.4%
FRA
211
Front Row Advisors
California
$539K
Bank of Montreal
212
Bank of Montreal
Ontario, Canada
$539K +$41.9K +1,448 +8%
CWM
213
Collaborative Wealth Management
Florida
$527K +$280K +9,674 +113%
MFGM
214
Marshall Financial Group (Maryland)
Maryland
$523K -$24.9K -858 -5%
PGFC
215
Peapack-Gladstone Financial Corp
New Jersey
$522K -$75.3K -2,600 -13%
MFA
216
Mayflower Financial Advisors
Massachusetts
$522K
NA
217
NewEdge Advisors
Louisiana
$516K -$325K -11,233 -39%
SP
218
Successful Portfolios
Florida
$498K -$10.9K -378 -2%
WTFG
219
Wells Trecaso Financial Group
Ohio
$492K +$492K +16,996 New
ERIM
220
Eagle Ridge Investment Management
Connecticut
$490K
TGAM
221
TBH Global Asset Management
Tennessee
$489K +$490K +16,921 New
UWM
222
USAdvisors Wealth Management
Minnesota
$484K +$31.1K +1,073 +7%
FEG
223
Financial Enhancement Group
Indiana
$484K -$9.36K -323 -2%
LFG
224
Larson Financial Group
Missouri
$469K -$56K -1,932 -11%
FMWA
225
Forvis Mazars Wealth Advisors
Missouri
$462K -$37.4K -1,291 -7%