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State Street SPDR Portfolio Long Term Treasury ETF
SPTL

Name Holding Trade Value Shares
Change 		Change in
Stake
BW
251
Balance Wealth
Ohio
$647K -$333K -12,706 -34%
TVM
252
True Vision MN
Minnesota
$639K -$35.6K -1,355 -5%
RCM
253
Raleigh Capital Management
North Carolina
$631K +$94.3K +3,594 +18%
FI
254
FWG Investments
Kentucky
$623K +$60.1K +2,291 +11%
PWG
255
Private Wealth Group
Florida
$603K -$308K -11,753 -34%
IWM
256
IHT Wealth Management
Illinois
$586K -$819K -31,204 -59%
DAS
257
Diversify Advisory Services
Utah
$582K +$176K +6,698 +43%
BFA
258
Brown Financial Advisors
Ohio
$581K -$9.26K -353 -2%
SMG
259
Smart Money Group
Texas
$579K +$173K +6,600 +43%
AWAU
260
Alliance Wealth Advisors (Utah)
Utah
$569K +$24.9K +947 +5%
LAS
261
Lloyd Advisory Services
Georgia
$564K +$94.6K +3,603 +20%
WCFA
262
Walkner Condon Financial Advisors
Wisconsin
$563K +$866 +33 +0.2%
PWM
263
Puff Wealth Management
New Jersey
$563K +$556K +21,177 New
IAA
264
Independent Advisor Alliance
North Carolina
$562K +$225K +8,568 +68%
KWM
265
Keebeck Wealth Management
Illinois
$559K +$552K +21,036 New
GFPC
266
Global Financial Private Client
Florida
$559K +$510K +19,448 +1,232%
RFG
267
Range Financial Group
Oregon
$558K +$11.9K +454 +2%
PWAC
268
Private Wealth Advisors (California)
California
$538K – – –
IA
269
IFP Advisors
Florida
$532K +$347K +13,236 +195%
VCM
270
Versant Capital Management
Arizona
$513K +$28.6K +1,088 +6%
TRCT
271
Tower Research Capital (TRC)
New York
$509K -$1.06M -40,288 -68%
AWP
272
Abacus Wealth Partners
California
$504K +$497K +18,950 New
TFA
273
Teamwork Financial Advisors
Texas
$495K -$36.1K -1,375 -7%
OSAM
274
O'Shaughnessy Asset Management
Connecticut
$493K +$210K +7,994 +76%
SIM
275
Studio Investment Management
Illinois
$484K +$478K +18,216 New
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