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State Street SPDR Portfolio Long Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LA
301
Lifeworks Advisors
Michigan
$393K +$9.07K +331 +2%
CAM
302
Cresset Asset Management
Illinois
$391K -$3.67K -134 -0.9%
VCM
303
Versant Capital Management
Arizona
$379K +$30.4K +1,111 +8%
Creative Planning
304
Creative Planning
Kansas
$373K +$143K +5,208 +58%
BPA
305
Beacon Pointe Advisors
California
$367K -$104K -3,789 -21%
KFG
306
Kingdom Financial Group
Arizona
$365K +$5.56K +203 +1%
SSF
307
Southern Style Financial
California
$355K +$371K +13,553 New
AFG
308
Atomi Financial Group
New York
$353K -$613K -22,375 -62%
BIA
309
Bell Investment Advisors
California
$352K +$369K +13,456 New
WAG
310
Wallace Advisory Group
California
$349K -$12.6K -460 -4%
GWM
311
GK Wealth Management
Nevada
$346K +$361K +13,198 New
BFG
312
Birch Financial Group
New Hampshire
$343K +$359K +13,102 New
UWM
313
USAdvisors Wealth Management
Minnesota
$343K -$3.21K -117 -0.9%
CAS
314
Coppell Advisory Solutions
Texas
$333K -$5.56K -203 -2%
RIA
315
Regal Investment Advisors
Michigan
$329K +$4.14K +151 +1%
4A
316
4Wealth Advisors
Illinois
$328K +$343K +12,508 New
US Bancorp
317
US Bancorp
Minnesota
$324K -$8.44K -308 -2%
CAM
318
Clark Asset Management
New Hampshire
$319K +$42K +1,535 +14%
APWM
319
Anchor Pointe Wealth Management
Missouri
$319K +$332K +12,121 New
CCFM
320
Clear Creek Financial Management
Washington
$312K -$202K -7,381 -38%
BCM
321
Brookstone Capital Management
Illinois
$303K -$115K -4,213 -27%
Mercer Global Advisors
322
Mercer Global Advisors
Colorado
$302K -$93.2K -3,404 -23%
FAIM
323
Financial Advocates Investment Management
Washington
$301K +$8.77K +320 +3%
GM
324
GeoWealth Management
Illinois
$295K -$883K -32,222 -74%
WCM
325
WealthTrak Capital Management
Virginia
$295K +$308K +11,262 New