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State Street SPDR Portfolio Long Term Treasury ETF
SPTL

Name Holding Trade Value Shares
Change 		Change in
Stake
IWM
251
IHT Wealth Management
Illinois
$576K -$17.1K -649 -3%
SWP
252
Strategic Wealth Partners
Ohio
$575K +$545K +20,636 +2,923%
LAS
253
Lloyd Advisory Services
Georgia
$574K +$2.01K +76 +0.4%
OSAM
254
O'Shaughnessy Asset Management
Connecticut
$563K +$62.3K +2,358 +13%
APC
255
Aspire Private Capital
North Carolina
$556K -$1.12M -42,552 -67%
IA
256
IFP Advisors
Florida
$552K +$11.7K +445 +2%
PWAC
257
Private Wealth Advisors (California)
California
$546K – – –
ATPW
258
Ashton Thomas Private Wealth
Arizona
$545K +$534K +20,219 New
SIM
259
Studio Investment Management
Illinois
$516K +$25.1K +949 +5%
TVM
260
True Vision MN
Minnesota
$513K -$132K -5,000 -21%
AWP
261
Abacus Wealth Partners
California
$511K – – –
BW
262
Balance Wealth
Ohio
$509K -$144K -5,446 -22%
WA
263
Wealth Alliance
New York
$509K +$499K +18,887 New
MOS
264
MGO One Seven
Ohio
$502K +$280K +10,593 +132%
RFG
265
Range Financial Group
Oregon
$485K -$79.5K -3,011 -14%
MCC
266
Money Concepts Capital
Florida
$474K +$68.6K +2,598 +17%
RW
267
REDW Wealth
New Mexico
$467K -$185 -7 -0%
FA
268
Fermata Advisors
California
$461K +$18.2K +691 +4%
GIA
269
Gladstone Institutional Advisory
Florida
$443K -$210K -7,965 -33%
SS
270
SBI Securities
Japan
$438K +$35.6K +1,349 +9%
LIA
271
LifePlan Investment Advisors
North Carolina
$420K +$84.9K +3,215 +26%
TFA
272
Teamwork Financial Advisors
Texas
$410K -$89.6K -3,395 -18%
CAM
273
Cresset Asset Management
Illinois
$401K – – –
AFWM
274
Abich Financial Wealth Management
Virginia
$394K +$386K +14,633 New
MW
275
Maia Wealth
Colorado
$393K -$46.4K -1,756 -11%
9 10
11
12 13