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State Street SPDR Portfolio Long Term Treasury ETF
SPTL

Name Holding Trade Value Shares
Change 		Change in
Stake
AAP
376
Arax Advisory Partners
Colorado
$104K +$106K +3,922 New
VWWMG
377
Vermillion & White Wealth Management Group
Pennsylvania
$95K -$51.2K -1,899 -35%
IW
378
Imprint Wealth
South Carolina
$90.4K +$47.4K +1,756 +106%
GG
379
Gleason Group
Kentucky
$86.6K +$88.3K +3,272 New
T
380
Tidemark
California
$83.4K -$19.9K -739 -19%
CFD
381
Creative Financial Designs
Indiana
$82.3K +$53.5K +1,982 +176%
CT
382
Clearstead Trust
Maine
$80.4K – – –
FHA
383
Flagship Harbor Advisors
Massachusetts
$73.8K +$75.2K +2,788 New
BIA
384
Bell Investment Advisors
California
$59.4K +$3.29K +122 +6%
AF
385
Allworth Financial
California
$58.6K -$68.1K -2,525 -53%
IAIM
386
International Assets Investment Management
Florida
$54.9K +$56K +2,074 New
MW
387
Merited Wealth
Florida
$54.2K +$55.2K +2,047 New
LFG
388
Larson Financial Group
Missouri
$53.3K +$52.8K +1,956 +3,493%
RIA
389
Realta Investment Advisors
Delaware
$52K -$5.83K -216 -10%
Q1WB
390
Quest 10 Wealth Builders
Virginia
$45.3K +$1.92K +71 +4%
BA
391
Ballast Advisors
Minnesota
$44.8K -$37.5K -1,389 -45%
BTI
392
Blue Trust Inc
Georgia
$41.7K -$6.61K -245 -13%
KFI
393
Key Financial Inc
Pennsylvania
$40.8K +$3.24K +120 +8%
SWP
394
Strategic Wealth Partners
Ohio
$40.7K -$534K -19,804 -93%
HR
395
Howe & Rusling
New York
$36.9K +$37.6K +1,395 New
AG
396
AmeriFlex Group
Nevada
$35.7K -$28.4K -1,051 -44%
SIS
397
Sound Income Strategies
Florida
$34.8K +$22.5K +833 +175%
PCFFS
398
Pacific Center for Financial Services
California
$33.8K – – –
PFBT
399
Parkside Financial Bank & Trust
Missouri
$33K – – –
MPWT
400
MassMutual Private Wealth & Trust
Connecticut
$33K – – –
14 15
16
17 18