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State Street SPDR Portfolio Long Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IF
226
Intrua Financial
Texas
$381K -$519K -17,176 -57%
LMKC
227
L.M. Kohn & Company
Ohio
$376K +$380K +12,565 New
Northwestern Mutual Wealth Management
228
Northwestern Mutual Wealth Management
Wisconsin
$375K +$158K +5,215 +71%
PFGIA
229
Patriot Financial Group Insurance Agency
Massachusetts
$372K -$6.13K -203 -2%
SHJ
230
Sharkey, Howes & Javer
Colorado
$365K +$171K +5,672 +87%
Mercer Global Advisors
231
Mercer Global Advisors
Colorado
$357K +$43.1K +1,427 +14%
1WM
232
1900 Wealth Management
Texas
$348K -$145K -4,784 -29%
KFG
233
Kingdom Financial Group
Arizona
$339K +$342K +11,336 New
CAG
234
Csenge Advisory Group
Florida
$338K -$15.3K -507 -4%
FAIM
235
Financial Advocates Investment Management
Washington
$337K -$1.04M -34,480 -75%
WCFA
236
Walkner Condon Financial Advisors
Wisconsin
$329K +$6.22K +206 +2%
TFA
237
Tranquilli Financial Advisor
New Jersey
$325K +$51.3K +1,698 +19%
CA
238
Calton & Associates
Florida
$316K +$32.4K +1,074 +11%
KFS
239
Kelly Financial Services
Massachusetts
$313K -$116K -3,843 -27%
GWM
240
Geneos Wealth Management
Colorado
$312K -$31.1K -1,030 -9%
AT
241
American Trust
Kentucky
$309K
LA
242
Lifeworks Advisors
Michigan
$308K -$1.26M -41,690 -80%
WAG
243
Wallace Advisory Group
California
$291K
CCG
244
Capital CS Group
California
$279K +$282K +9,337 New
PGF
245
Plan Group Financial
Oklahoma
$259K +$262K +8,676 New
WF
246
Wayfinding Financial
Washington
$249K +$259K +8,580 New
PFG
247
PAX Financial Group
Texas
$246K +$248K +8,213 New
AF
248
Allworth Financial
California
$245K -$42.6K -1,409 -15%
Betterment LLC
249
Betterment LLC
New York
$244K -$7.22M -238,882 -97%
RWA
250
Rooted Wealth Advisors
Illinois
$234K -$1.81M -59,763 -88%