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State Street SPDR Portfolio Long Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
351
Creative Planning
Kansas
$246K -$33.7K -1,294 -12%
TVPW
352
Third View Private Wealth
Connecticut
$243K -$15.3K -585 -6%
BTWM
353
Baker Tilly Wealth Management
Wisconsin
$242K -$8.42K -323 -3%
HPM
354
Hoxton Planning & Management
West Virginia
$241K -$6.49K -249 -3%
AAP
355
Arax Advisory Partners
Colorado
$241K -$23.9K -915 -9%
CAS
356
Coppell Advisory Solutions
Texas
$233K +$222K +8,510 New
BFG
357
Buttonwood Financial Group
Missouri
$231K -$4.46K -171 -2%
TCM
358
Triumph Capital Management
Colorado
$227K +$117K +4,499 +108%
PAS
359
PKS Advisory Services
New York
$227K +$225K +8,649 New
GFPC
360
Global Financial Private Client
Florida
$225K -$180K -6,909 -45%
MFG
361
Merit Financial Group
Georgia
$222K -$67K -2,569 -23%
CIAS
362
Capital Investment Advisory Services
North Carolina
$217K -$2.22K -85 -1%
ACM
363
Andina Capital Management
Utah
$210K -$1.76M -67,327 -89%
VHAM
364
Van Hulzen Asset Management
California
$208K -$39.1K -1,500 -16%
SAM
365
SVRN Asset Management
Texas
$206K +$205K +7,848 New
BWMG
366
Barnes Wealth Management Group
California
$205K +$204K +7,828 New
KCM
367
Key Capital Management
Tennessee
$203K -$188K -7,206 -48%
SAM
368
Smartleaf Asset Management
Massachusetts
$178K
AG
369
AmeriFlex Group
Nevada
$163K -$16K -615 -9%
CFD
370
Creative Financial Designs
Indiana
$159K +$6.49K +249 +4%
LAS
371
Lloyd Advisory Services
Georgia
$142K -$199K -7,634 -59%
BlackRock
372
BlackRock
New York
$125K +$78.7K +3,017 +174%
William Blair & Company
373
William Blair & Company
Illinois
$123K +$11.9K +456 +11%
PUI
374
Purpose Unlimited Inc
$118K
TWC
375
TD Waterhouse Canada
Ontario, Canada
$115K