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State Street SPDR Portfolio Long Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RFA
326
Resurgent Financial Advisors
Georgia
$261K +$256K +8,967 New
WANY
327
Wealthspire Advisors (New York)
New York
$257K +$7.3K +256 +3%
DT
328
Diversified Trust
Tennessee
$256K +$251K +8,811 New
BWAM
329
Boyd Watterson Asset Management
Ohio
$245K -$24K -841 -9%
Manulife (Manufacturers Life Insurance)
330
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$243K +$238K +8,360 New
Corient Private Wealth
331
Corient Private Wealth
Florida
$243K +$238K +8,342 New
IAA
332
Independent Advisor Alliance
North Carolina
$234K +$229K +8,041 New
EFG
333
Elios Financial Group
Ohio
$230K +$226K +7,925 New
IA
334
IFP Advisors
Florida
$228K -$1.23M -43,053 -85%
PCIA
335
Prime Capital Investment Advisors
Kansas
$225K -$105K -3,694 -32%
PFS
336
Prospera Financial Services
Texas
$218K -$212K -7,420 -50%
BF
337
BOK Financial
Oklahoma
$216K
SIM
338
Stratos Investment Management
Ohio
$214K +$210K +7,360 New
TI
339
TrueMark Investments
Illinois
$209K -$84.6K -2,966 -29%
PW
340
Peninsula Wealth
California
$204K +$205K +7,203 New
HWM
341
HB Wealth Management
Georgia
$201K -$97.8K -3,429 -33%
WWP
342
WR Wealth Planners
Missouri
$183K -$514 -18 -0.3%
CIAS
343
Capital Investment Advisory Services
North Carolina
$155K -$10.4K -366 -6%
Fifth Third Bancorp
344
Fifth Third Bancorp
Ohio
$135K +$91.5K +3,208 +221%
GFPC
345
Global Financial Private Client
Florida
$134K -$78.5K -2,750 -37%
TAM
346
Tucker Asset Management
Colorado
$132K -$33.7K -1,183 -21%
Bank of Montreal
347
Bank of Montreal
Ontario, Canada
$121K -$63.9K -2,241 -35%
EWA
348
EP Wealth Advisors
California
$118K -$80.2K -2,811 -41%
TWC
349
TD Waterhouse Canada
Ontario, Canada
$115K -$10.2K -358 -8%
RWPA
350
Richard W. Paul & Associates
Michigan
$113K -$20.9K -734 -16%