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State Street SPDR Portfolio Short Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WWM
201
Western Wealth Management
Colorado
$1.21M
EFG
202
Ehrlich Financial Group
California
$1.21M -$27.5K -940 -2%
SP
203
Successful Portfolios
Florida
$1.21M +$117 +4 +0%
DI
204
Diligent Investors
California
$1.17M +$1.17M +40,000 New
GWM
205
Geneos Wealth Management
Colorado
$1.13M +$660K +22,523 +139%
IAN
206
Integrated Advisors Network
Texas
$1.09M +$63.9K +2,181 +6%
IWM
207
IHT Wealth Management
Illinois
$1.09M -$1.32M -45,195 -55%
PWM
208
Perigon Wealth Management
California
$1.08M -$13.9K -473 -1%
GVAG
209
Great Valley Advisor Group
Delaware
$1.07M -$214K -7,321 -17%
TIP
210
Tandem Investment Partners
New Jersey
$1.02M -$164K -5,585 -14%
Jones Financial Companies
211
Jones Financial Companies
Missouri
$1.01M +$753K +25,687 +291%
HW
212
HORAN Wealth
Ohio
$1.01M -$55K -1,877 -5%
ACG
213
Allen Capital Group
Nebraska
$993K -$581K -19,831 -37%
TC
214
Trilogy Capital
California
$970K -$8.06M -275,287 -89%
SPAS
215
Spectrum Planning & Advisory Services
California
$956K +$41.2K +1,406 +4%
FHA
216
Flagship Harbor Advisors
Massachusetts
$955K -$153K -5,230 -14%
EAM
217
Evanson Asset Management
California
$952K -$85.8K -2,928 -8%
PWM
218
Prosperity Wealth Management
California
$942K -$354K -12,076 -27%
MW
219
Maia Wealth
Colorado
$938K +$59.7K +2,038 +7%
PTC
220
Private Trust Company
Ohio
$932K -$36.3K -1,238 -4%
GSWM
221
Golden State Wealth Management
California
$914K +$278K +9,496 +44%
DC
222
Destiny Capital
Colorado
$900K -$443K -15,110 -33%
CBA
223
Coastal Bridge Advisors
Connecticut
$893K +$47.1K +1,609 +6%
DF
224
Downshift Financial
Colorado
$887K +$888K +30,315 New
APC
225
Aspire Private Capital
North Carolina
$882K -$14.1K -481 -2%