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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
$652K -$43.7K -1,565 -6%
CF
227
Centaurus Financial
California
$648K +$647K +23,205 New
RFS
228
Richardson Financial Services
Massachusetts
$647K -$4.69K -168 -0.7%
GWP
229
Gateway Wealth Partners
Wisconsin
$646K +$157K +5,641 +32%
DAS
230
Diversify Advisory Services
Utah
$644K +$657K +23,560 New
ACM
231
AlphaStar Capital Management
North Carolina
$637K +$636K +22,811 New
TVM
232
True Vision MN
Minnesota
$618K -$8.54K -306 -1%
DLHL
233
Donald L. Hagan LLC
Florida
$599K +$188K +6,753 +46%
Betterment LLC
234
Betterment LLC
New York
$592K +$67.6K +2,423 +13%
ACP
235
Aveo Capital Partners
Colorado
$591K +$19K +680 +3%
ASN
236
Advisory Services Network
Georgia
$591K +$48.6K +1,744 +9%
FIA
237
Foundations Investment Advisors
Arizona
$590K +$35.3K +1,265 +6%
TWD
238
True Wealth Design
Ohio
$589K +$31K +1,110 +6%
NG
239
Norden Group
Utah
$586K +$585K +20,956 New
FNWA
240
Financial Network Wealth Advisors
Utah
$583K +$5.52K +198 +1%
IWS
241
Integrity Wealth Solutions
Colorado
$579K +$3.49K +125 +0.6%
CCFM
242
Clear Creek Financial Management
Washington
$549K -$2.41M -86,459 -81%
EFG
243
Ehrlich Financial Group
California
$543K +$543K +19,451 New
SFS
244
Strategic Financial Services
New York
$540K +$12.8K +460 +2%
LSA
245
Lansing Street Advisors
Pennsylvania
$532K -$239K -8,570 -31%
FI
246
FWG Investments
Kentucky
$526K +$59.4K +2,128 +13%
LWM
247
LongView Wealth Management
Georgia
$519K +$178K +6,381 +52%
TFA
248
Teamwork Financial Advisors
Texas
$512K -$341K -12,237 -40%
US Bancorp
249
US Bancorp
Minnesota
$510K -$216K -7,746 -30%
USCWA
250
U.S. Capital Wealth Advisors
Texas
$507K +$18.7K +671 +4%