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State Street SPDR Portfolio Long Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AI
251
Auour Investments
Massachusetts
$760K -$184K -6,818 -19%
UAG
252
United Advisor Group
Ohio
$742K -$486K -18,001 -39%
OSAM
253
O'Shaughnessy Asset Management
Connecticut
$730K +$181K +6,705 +32%
EP
254
Essential Partners
California
$722K -$216 -8 -0%
SHJ
255
Sharkey, Howes & Javer
Colorado
$720K +$734K +27,201 New
MOS
256
MGO One Seven
Ohio
$715K +$227K +8,408 +45%
CFAM
257
Center For Asset Management
Florida
$709K +$84.5K +3,131 +13%
TVM
258
True Vision MN
Minnesota
$704K +$204K +7,544 +40%
MWM
259
Maridea Wealth Management
New York
$702K +$6.13K +227 +0.9%
WCFA
260
Walkner Condon Financial Advisors
Wisconsin
$684K +$110K +4,094 +19%
BWP
261
Balboa Wealth Partners
Arizona
$679K +$692K +25,652 New
ZWA
262
Zinnia Wealth Advisory
Florida
$671K +$684K +25,352 New
ITB
263
Idaho Trust Bank
Idaho
$663K -$69.8K -2,588 -9%
OPWM
264
Oregon Pacific Wealth Management
Oregon
$660K -$933K -34,593 -58%
KWM
265
Keebeck Wealth Management
Illinois
$653K +$29.2K +1,084 +5%
JRPIM
266
Journey Retirement Planning & Investment Management
Idaho
$646K +$659K +24,420 New
CCFM
267
Clear Creek Financial Management
Washington
$642K +$336K +12,451 +106%
MFG
268
Merit Financial Group
Georgia
$633K -$519K -19,246 -45%
EP
269
Edgestream Partners
New Jersey
$628K +$381K +14,127 +147%
BFA
270
Brown Financial Advisors
Ohio
$626K -$21.9K -813 -3%
GM
271
GeoWealth Management
Illinois
$609K +$348K +12,910 +128%
Simplex Trading
272
Simplex Trading
Illinois
$607K -$281K -10,417 -31%
FA
273
Fermata Advisors
California
$604K +$154K +5,714 +33%
PGFG
274
Pine Grove Financial Group
Minnesota
$601K +$613K +22,721 New
LSA
275
Lansing Street Advisors
Pennsylvania
$600K -$33.9K -1,257 -5%