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State Street SPDR Portfolio Long Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GM
301
GeoWealth Management
Illinois
$354K +$45.4K +1,705 +15%
GWM
302
GK Wealth Management
Nevada
$351K -$8.1K -304 -2%
JWCA
303
J.W. Cole Advisors
Florida
$351K +$343K +12,864 New
Creative Planning
304
Creative Planning
Kansas
$350K -$37.8K -1,420 -10%
KFG
305
Kingdom Financial Group
Arizona
$349K -$30.9K -1,158 -8%
Citadel Advisors
306
Citadel Advisors
Florida
$348K +$340K +12,752 New
GWP
307
Gateway Wealth Partners
Wisconsin
$345K +$122K +4,580 +57%
IAA
308
Independent Advisor Alliance
North Carolina
$343K -$30.7M -1,153,680 -99%
CAG
309
Csenge Advisory Group
Florida
$335K +$111K +4,152 +48%
WANY
310
Wealthspire Advisors (New York)
New York
$320K +$312K +11,721 New
WRPWM
311
Werba Rubin Papier Wealth Management
California
$316K +$309K +11,591 New
NFG
312
Northeast Financial Group
Pennsylvania
$315K -$434K -16,277 -58%
SB
313
Strategic Blueprint
Georgia
$315K -$184K -6,907 -37%
AWM
314
Axxcess Wealth Management
California
$314K +$307K +11,510 New
PAS
315
PKS Advisory Services
New York
$306K +$24.7K +927 +9%
LHC
316
Little House Capital
Massachusetts
$305K +$298K +11,185 New
JCFM
317
JBR Co Financial Management
Oklahoma
$300K -$135K -5,075 -32%
MFS
318
Mattson Financial Services
Michigan
$298K +$291K +10,926 New
4A
319
4Wealth Advisors
Illinois
$289K -$51.1K -1,916 -15%
OSAM
320
O'Shaughnessy Asset Management
Connecticut
$287K +$279K +10,475 +17,172%
SPWG
321
Syntegra Private Wealth Group
Missouri
$287K +$281K +10,534 New
RIA
322
Regal Investment Advisors
Michigan
$285K -$55.4K -2,080 -17%
MSWM
323
McGlone Suttner Wealth Management
Wisconsin
$282K +$276K +10,354 New
CCWM
324
Cassaday & Co Wealth Management
Virginia
$279K +$272K +10,225 New
NA
325
Novus Advisors
South Carolina
$278K +$272K +10,206 New