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State Street SPDR Portfolio Long Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DWM
351
Diversify Wealth Management
Utah
$225K +$228K +8,464 New
FIM
352
FWL Investment Management
Texas
$225K
OWCM
353
One Wealth Capital Management
Arizona
$223K +$24K +890 +12%
HBS
354
Howard Bailey Securities
Indiana
$223K -$30.6K -1,133 -12%
CAS
355
Coppell Advisory Solutions
Texas
$221K -$13.8K -513 -6%
PAS
356
PKS Advisory Services
New York
$221K -$3.91K -145 -2%
APA
357
Astoria Portfolio Advisors
New York
$215K -$41K -1,520 -16%
CIAS
358
Capital Investment Advisory Services
North Carolina
$215K -$7.96K -295 -4%
CWMGP
359
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$214K +$218K +8,092 New
VBFP
360
Valtinson Bruner Financial Planning
Minnesota
$212K +$217K +8,024 New
SF
361
Summit Financial
New Jersey
$212K +$216K +7,995 New
SWM
362
SeaCrest Wealth Management
New York
$211K -$1.38K -51 -0.6%
LA
363
Lifeworks Advisors
Michigan
$210K +$2.21K +82 +1%
FA
364
FSA Advisors
Michigan
$209K +$213K +7,878 New
AFP
365
Ausdal Financial Partners
Iowa
$208K +$2.4K +89 +1%
KFAS
366
Keating Financial Advisory Services
Kansas
$191K +$195K +7,218 New
KCM
367
Key Capital Management
Tennessee
$183K +$187K +6,930 New
William Blair & Company
368
William Blair & Company
Illinois
$171K +$39.7K +1,471 +29%
RPCA
369
Running Point Capital Advisors
California
$150K -$9.28K -344 -6%
CF
370
Collier Financial
Colorado
$122K -$182K -6,729 -59%
TCM
371
Triumph Capital Management
Colorado
$121K +$123K +4,568 New
PUI
372
Purpose Unlimited Inc
$119K +$121K +4,500 New
SAM
373
Smartleaf Asset Management
Massachusetts
$118K +$41.5K +1,539 +53%
TWC
374
TD Waterhouse Canada
Ontario, Canada
$116K
RWPA
375
Richard W. Paul & Associates
Michigan
$114K +$113K +4,192 +3,583%