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State Street SPDR Portfolio Long Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VBFP
326
Valtinson Bruner Financial Planning
Minnesota
$330K +$20.8K +798 +7%
Lido Advisors
327
Lido Advisors
California
$330K -$97.2K -3,727 -23%
BF
328
BOK Financial
Oklahoma
$329K – – –
FI
329
FWG Investments
Kentucky
$328K -$212K -8,142 -39%
HWP
330
Hibernia Wealth Partners
Louisiana
$324K -$2.35K -90 -0.7%
GWM
331
Geneos Wealth Management
Colorado
$324K +$266K +10,189 +473%
MW
332
Maia Wealth
Colorado
$321K -$28.6K -1,096 -8%
CP
333
Capital Planning
Washington
$316K +$314K +12,054 New
FWM
334
FLP Wealth Management
Arkansas
$315K -$958K -36,746 -75%
TSW
335
Three Seasons Wealth
Utah
$314K +$44.2K +1,696 +17%
WRPWM
336
Werba Rubin Papier Wealth Management
California
$305K +$1.07K +41 +0.4%
KNW
337
Kesler Norman & Wride
Utah
$301K +$5.47K +210 +2%
Bank of Montreal
338
Bank of Montreal
Ontario, Canada
$300K +$5.32K +204 +2%
CA
339
Claro Advisors
Massachusetts
$293K +$291K +11,177 New
EGA
340
E&G Advisors
Texas
$289K – – –
FIM
341
FWL Investment Management
Texas
$289K +$26.1K +1,000 +10%
YIH
342
Y-Intercept (HK)
Hong Kong
$286K +$285K +10,919 New
CCWM
343
Cassaday & Co Wealth Management
Virginia
$283K +$2.32K +89 +0.8%
SFGP
344
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$282K +$13.3K +510 +5%
FTS
345
Fifth Third Securities
Ohio
$269K -$37.7K -1,446 -12%
TYCC
346
Texas Yale Capital Corp
Florida
$269K +$25.7K +984 +11%
ST
347
Spinnaker Trust
Maine
$267K -$16.6M -635,729 -98%
QCM
348
Quantinno Capital Management
New York
$264K -$17.5K -673 -6%
BFA
349
Beacon Financial Advisory
Ohio
$258K +$27.7K +1,061 +12%
PIA
350
Perennial Investment Advisors
California
$253K -$900K -34,520 -78%