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State Street SPDR Portfolio Long Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KWM
226
Kingsview Wealth Management
Oregon
$765K -$11.7K -445 -2%
GA
227
Goldstein Advisors
Wisconsin
$759K +$502 +19 +0.1%
ITB
228
Idaho Trust Bank
Idaho
$745K -$582K -22,059 -44%
EP
229
Essential Partners
California
$736K -$267K -10,099 -27%
MWM
230
Maridea Wealth Management
New York
$724K +$48.1K +1,820 +7%
GRP
231
Global Retirement Partners
California
$694K -$211K -7,986 -24%
SAW
232
Signal Advisors Wealth
Michigan
$691K -$668K -25,285 -50%
STA
233
Summit Trail Advisors
New York
$677K -$136K -5,148 -17%
PNC Financial Services Group
234
PNC Financial Services Group
Pennsylvania
$671K -$40.7K -1,542 -6%
Manulife (Manufacturers Life Insurance)
235
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$665K +$328K +12,410 +101%
BFA
236
Brown Financial Advisors
Ohio
$659K +$68.5K +2,594 +12%
LSA
237
Lansing Street Advisors
Pennsylvania
$644K -$647K -24,501 -51%
BlackRock
238
BlackRock
New York
$639K +$581K +22,005 +1,300%
CFAM
239
Center For Asset Management
Florida
$637K -$156K -5,897 -20%
KWM
240
Keebeck Wealth Management
Illinois
$635K +$66.9K +2,534 +12%
AFG
241
Atomi Financial Group
New York
$620K -$194K -7,355 -24%
NG
242
Norden Group
Utah
$616K +$185K +7,011 +44%
RFS
243
Richardson Financial Services
Massachusetts
$604K -$141K -5,349 -19%
FI
244
FWG Investments
Kentucky
$604K -$27.5K -1,041 -4%
DAS
245
Diversify Advisory Services
Utah
$594K -$6.02K -228 -1%
IPWA
246
International Private Wealth Advisors
California
$589K -$102K -3,853 -15%
WCFA
247
Walkner Condon Financial Advisors
Wisconsin
$586K +$14.2K +539 +3%
IAA
248
Independent Advisor Alliance
North Carolina
$584K +$13.1K +496 +2%
VCM
249
Versant Capital Management
Arizona
$579K +$57.5K +2,176 +11%
FIA
250
Foundations Investment Advisors
Arizona
$577K -$1.28M -48,313 -69%