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State Street SPDR Portfolio Long Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAS
226
Coppell Advisory Solutions
Texas
$418K +$190K +6,756 +88%
Renaissance Technologies
227
Renaissance Technologies
New York
$418K +$450K +16,000 New
TWD
228
True Wealth Design
Ohio
$416K +$448K +15,912 New
AI
229
Auour Investments
Massachusetts
$412K +$40.5K +1,438 +10%
FFA
230
Farther Finance Advisors
California
$407K +$41.5K +1,474 +10%
KFG
231
Kingdom Financial Group
Arizona
$399K +$110K +3,903 +34%
SW
232
Simplicity Wealth
New Jersey
$395K -$688K -24,467 -62%
Bank of Montreal
233
Bank of Montreal
Ontario, Canada
$394K -$66.1K -2,350 -14%
Vanguard Group
234
Vanguard Group
Pennsylvania
$393K +$423K +15,026 New
CGFA
235
Colton Groome Financial Advisors
North Carolina
$379K -$27.9K -992 -6%
LMKC
236
L.M. Kohn & Company
Ohio
$366K +$40.6K +1,443 +11%
Betterment LLC
237
Betterment LLC
New York
$361K +$158K +5,625 +69%
TIM
238
Tevis Investment Management
Texas
$337K -$17.1K -606 -4%
LEFP
239
Leading Edge Financial Planning
Tennessee
$317K -$24.2K -860 -7%
WCFA
240
Walkner Condon Financial Advisors
Wisconsin
$300K +$12.7K +452 +4%
1WM
241
1900 Wealth Management
Texas
$291K -$14.1K -500 -4%
FAIM
242
Financial Advocates Investment Management
Washington
$288K -$6.92K -246 -2%
GWM
243
Geneos Wealth Management
Colorado
$282K +$9.29K +330 +3%
Mercer Global Advisors
244
Mercer Global Advisors
Colorado
$279K -$35.1K -1,247 -10%
AFG
245
Atomi Financial Group
New York
$276K +$297K +10,552 New
CAG
246
Csenge Advisory Group
Florida
$275K -$22.1K -786 -7%
AWA
247
Acorn Wealth Advisors
Michigan
$270K +$290K +10,312 New
PFGIA
248
Patriot Financial Group Insurance Agency
Massachusetts
$269K -$61.1K -2,172 -17%
WAG
249
Wallace Advisory Group
California
$265K -$15.2K -540 -6%
WF
250
Wayfinding Financial
Washington
$256K +$39K +1,386 +16%