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State Street SPDR Portfolio Long Term Treasury ETF
SPTL

Name Holding Trade Value Shares
Change 		Change in
Stake
OC
401
Oakworth Capital
Alabama
$6.63K +$2.17K +76 +50%
WSFS
402
Wilmington Savings Fund Society
Delaware
$6.48K +$6.36K +223 New
FAM
403
Family Asset Management
South Carolina
$6.31K – – –
DFA
404
DHJJ Financial Advisors
Illinois
$4.16K – – –
FFA
405
Founders Financial Alliance
North Carolina
$3.63K – – –
CAL
406
Capital Analysts LLC
Pennsylvania
$3K -$1.48K -52 -32%
FPB
407
First PREMIER Bank
South Dakota
$3K – – –
BAM
408
Bellevue Asset Management
Washington
$2.27K – – –
EB
409
Eastern Bank
Massachusetts
$2.27K +$2.23K +78 New
GEA
410
Glen Eagle Advisors
New Jersey
$2.21K – – –
TSMHT
411
Thurston Springer Miller Herd & Titak
Indiana
$2.11K – – –
OSAM
412
O'Shaughnessy Asset Management
Connecticut
$1.7K -$1.17K -41 -40%
ACM
413
Anfield Capital Management
California
$1.66K – – –
SIS
414
Sound Income Strategies
Florida
$1.55K +$1.51K +53 New
RFG
415
REAP Financial Group
Texas
$1.45K -$2.91K -102 -67%
PMFA
416
Plante Moran Financial Advisors
Michigan
$1.08K +$1.06K +37 New
RIA
417
Realta Investment Advisors
Delaware
$1.06K -$314 -11 -22%
IHWM
418
Iron Horse Wealth Management
Iowa
$930 – – –
PWA
419
Provenance Wealth Advisors
Florida
$930 +$913 +32 New
FMII
420
Farmers & Merchants Investments Inc
Nebraska
$872 +$856 +30 New
FDCDDQ
421
Federation des caisses Desjardins du Quebec
Quebec, Canada
$785 +$770 +27 New
CAM
422
Creekmur Asset Management
Illinois
$727 – – –
LIS
423
Legacy Investment Solutions
Idaho
$724 +$770 +27 New
LWMI
424
Legacy Wealth Management (Idaho)
Idaho
$724 +$770 +27 New
FCM
425
Fourpath Capital Management
Oklahoma
$465 +$456 +16 New
15 16
17
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