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State Street SPDR Portfolio Long Term Treasury ETF
SPTL

Name Holding Trade Value Shares
Change 		Change in
Stake
CSPIA
251
Cary Street Partners Investment Advisory
Virginia
$783K +$36.6K +1,283 +5%
IWMA
252
Ironwood Wealth Management (Arizona)
Arizona
$778K -$392K -13,756 -34%
LWMI
253
Landmark Wealth Management (Illinois)
Illinois
$767K -$1.45M -50,717 -66%
FI
254
FWG Investments
Kentucky
$762K +$105K +3,684 +16%
NFG
255
Northeast Financial Group
Pennsylvania
$721K -$713K -25,008 -50%
DWP
256
Daymark Wealth Partners
Ohio
$714K -$3.17K -111 -0.4%
TVM
257
True Vision MN
Minnesota
$700K +$20.4K +714 +3%
CPL
258
CAP Partners LLC
Tennessee
$690K -$196K -6,856 -22%
OWA
259
One Wealth Advisors
California
$688K +$675K +23,673 New
GRP
260
Global Retirement Partners
California
$673K -$112K -3,936 -15%
ASN
261
Advisory Services Network
Georgia
$671K – – –
NG
262
Norden Group
Utah
$666K -$34.9K -1,225 -5%
FTS
263
Fifth Third Securities
Ohio
$661K +$148K +5,205 +30%
LSA
264
Lansing Street Advisors
Pennsylvania
$650K +$30.2K +1,059 +5%
WWM
265
Western Wealth Management
Colorado
$646K +$634K +22,227 New
TWP
266
Triad Wealth Partners
Kansas
$645K +$572K +20,060 +945%
DAS
267
Diversify Advisory Services
Utah
$622K -$59.4K -2,081 -8%
IWS
268
Integrity Wealth Solutions
Colorado
$614K +$5.59K +196 +0.9%
LAS
269
Lloyd Advisory Services
Georgia
$613K +$34.5K +1,209 +6%
SWM
270
SeaCrest Wealth Management
New York
$596K +$19.5K +685 +3%
FSC
271
Full Sail Capital
Oklahoma
$587K +$171 +6 +0%
DWM
272
Diversify Wealth Management
Utah
$574K -$85K -2,979 -12%
SB
273
Strategic Blueprint
Georgia
$574K -$12.6K -443 -2%
IPWA
274
International Private Wealth Advisors
California
$572K -$73.8K -2,586 -12%
WJA
275
Willis Johnson & Associates
Texas
$566K +$287K +10,073 +107%
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