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State Street SPDR Portfolio Long Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TIM
226
Tortoise Investment Management
New York
$723K +$663K +24,912 New
BTWM
227
Baker Tilly Wealth Management
Wisconsin
$711K +$399K +14,998 +158%
CPL
228
CAP Partners LLC
Tennessee
$702K +$644K +24,181 New
AAS
229
Avantax Advisory Services
Texas
$700K -$1.67M -62,882 -72%
TVM
230
True Vision MN
Minnesota
$694K +$637K +23,913 New
IF
231
Intrua Financial
Texas
$690K +$633K +23,769 New
Lido Advisors
232
Lido Advisors
California
$690K -$979K -36,758 -61%
RFS
233
Richardson Financial Services
Massachusetts
$677K +$621K +23,334 New
CCWA
234
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$677K +$61.8K +2,319 +11%
PTC
235
Private Trust Company
Ohio
$665K +$168K +6,306 +38%
SF
236
Synovus Financial
Georgia
$663K -$82.6M -3,101,417 -99%
AWAU
237
Alliance Wealth Advisors (Utah)
Utah
$656K +$59.1K +2,220 +11%
SAI
238
Savvy Advisors Inc
New York
$653K +$599K +22,499 New
UWM
239
USAdvisors Wealth Management
Minnesota
$651K -$488K -18,335 -45%
ACP
240
Aveo Capital Partners
Colorado
$624K +$11.7K +439 +2%
HI
241
Harbour Investments
Wisconsin
$616K +$46.7K +1,754 +9%
DI
242
DFPG Investments
Utah
$613K -$24K -901 -4%
FNWA
243
Financial Network Wealth Advisors
Utah
$600K +$550K +20,670 New
IWS
244
Integrity Wealth Solutions
Colorado
$598K +$549K +20,604 New
BRWA
245
B. Riley Wealth Advisors
Florida
$592K +$544K +20,409 New
TWD
246
True Wealth Design
Ohio
$580K +$108K +4,070 +26%
Simplex Trading
247
Simplex Trading
Illinois
$574K +$81.1K +3,046 +18%
FIA
248
Foundations Investment Advisors
Arizona
$573K -$317K -11,892 -37%
ASN
249
Advisory Services Network
Georgia
$563K +$301K +11,289 +139%
SFS
250
Strategic Financial Services
New York
$548K -$1.94M -72,749 -79%