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State Street SPDR Portfolio Long Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FI
251
FWG Investments
Kentucky
$614K +$101K +3,726 +20%
IPWA
252
International Private Wealth Advisors
California
$606K +$225K +8,335 +60%
LSA
253
Lansing Street Advisors
Pennsylvania
$580K +$61K +2,258 +12%
TWD
254
True Wealth Design
Ohio
$575K +$1.3K +48 +0.2%
IWS
255
Integrity Wealth Solutions
Colorado
$570K +$5.45K +202 +1%
PA
256
PSI Advisors
Florida
$557K +$373K +13,826 +208%
SB
257
Strategic Blueprint
Georgia
$550K +$545K +20,199 New
FSC
258
Full Sail Capital
Oklahoma
$549K +$229K +8,488 +73%
LAS
259
Lloyd Advisory Services
Georgia
$541K +$537K +19,882 New
SWM
260
SeaCrest Wealth Management
New York
$539K -$122K -4,509 -19%
LWM
261
LongView Wealth Management
Georgia
$514K +$7.8K +289 +2%
CFAM
262
Center For Asset Management
Florida
$513K +$98.8K +3,662 +24%
FTS
263
Fifth Third Securities
Ohio
$477K +$473K +17,530 New
MW
264
Maia Wealth
Colorado
$467K +$458K +16,956 New
USCWA
265
U.S. Capital Wealth Advisors
Texas
$458K -$35.6K -1,318 -7%
BPA
266
Beacon Pointe Advisors
California
$456K +$452K +16,762 New
UWM
267
USAdvisors Wealth Management
Minnesota
$456K -$324K -11,985 -42%
OWA
268
Outlook Wealth Advisors
Texas
$453K +$350K +12,972 New
AI
269
Auour Investments
Massachusetts
$444K -$6.21K -230 -1%
KFG
270
Kingdom Financial Group
Arizona
$428K -$24.8K -917 -6%
Vanguard Group
271
Vanguard Group
Pennsylvania
$411K +$1.59K +59 +0.4%
CAM
272
Cresset Asset Management
Illinois
$408K -$337K -12,498 -45%
PFS
273
Prospera Financial Services
Texas
$406K -$823K -30,486 -67%
KWA
274
Kingswood Wealth Advisors
California
$406K +$403K +14,918 New
BTWM
275
Baker Tilly Wealth Management
Wisconsin
$403K +$113K +4,168 +39%