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State Street SPDR Portfolio Long Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFA
351
Beacon Financial Advisory
Ohio
$230K +$233K +8,761 New
EPW
352
Evolve Private Wealth
California
$229K +$232K +8,701 New
LA
353
Lifeworks Advisors
Michigan
$228K +$19.4K +728 +9%
CAM
354
Clark Asset Management
New Hampshire
$222K -$109K -4,080 -33%
CIAS
355
Capital Investment Advisory Services
North Carolina
$219K +$6.15K +231 +3%
CWMGP
356
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$214K +$1.44K +54 +0.7%
OWCM
357
One Wealth Capital Management
Arizona
$207K -$14.3K -538 -6%
AFP
358
Ausdal Financial Partners
Iowa
$205K -$1.01K -38 -0.5%
SWM
359
SHP Wealth Management
Massachusetts
$205K +$207K +7,781 New
AG
360
AmeriFlex Group
Nevada
$180K +$146K +5,477 +406%
SAM
361
Smartleaf Asset Management
Massachusetts
$176K +$60.5K +2,272 +51%
BWAM
362
Boyd Watterson Asset Management
Ohio
$159K -$86.2K -3,235 -35%
CFD
363
Creative Financial Designs
Indiana
$153K +$72.1K +2,707 +87%
PUI
364
Purpose Unlimited Inc
$118K
TWC
365
TD Waterhouse Canada
Ontario, Canada
$115K +$826 +31 +0.7%
ASN
366
Advisory Services Network
Georgia
$115K +$116K +4,373 New
William Blair & Company
367
William Blair & Company
Illinois
$111K -$59.8K -2,246 -35%
TCM
368
Triumph Capital Management
Colorado
$110K -$10.6K -396 -9%
CF
369
Collier Financial
Colorado
$101K -$21.2K -797 -17%
IW
370
Imprint Wealth
South Carolina
$101K +$10.8K +405 +12%
AF
371
Allworth Financial
California
$96.3K +$38.5K +1,446 +65%
GG
372
Gleason Group
Kentucky
$86.6K +$586 +22 +0.7%
CT
373
Clearstead Trust
Maine
$79.2K -$639 -24 -0.8%
RF
374
Rossby Financial
Florida
$78.2K +$76.7K +2,879 +2,594%
RWPA
375
Richard W. Paul & Associates
Michigan
$76K -$37.8K -1,420 -33%