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State Street SPDR Portfolio Long Term Treasury ETF
SPTL

Name Holding Trade Value Shares
Change 		Change in
Stake
RF
476
Robinswood Financial
Washington
$550 – – –
HPC
477
HM Payson & Co
Maine
$446 – – –
CBT
478
Crews Bank & Trust
Florida
$341 +$339 +13 New
PWPS
479
Pinnacle Wealth Planning Services
Ohio
$289 – – –
MFS
480
Montgomery Financial Services
Maryland
$236 +$235 +9 New
FGC
481
Financial Gravity Companies
Texas
$105 +$104 +4 New
KSB
482
Kennebec Savings Bank
Maine
$79 – – –
TPCW
483
TD Private Client Wealth
New York
$50 – – –
RS
484
Rakuten Securities
Japan
$26 – – –
KA
485
Kozak & Associates
Colorado
$14 – – –
SWA
486
Stratos Wealth Advisors
Ohio
– -$40.8M -1,552,607 Closed
OIS
487
Okabena Investment Services
Minnesota
– -$4.02M -152,960 Closed
OMC
488
Old Mission Capital
Illinois
– -$1.1M -42,006 Closed
HP
489
Holistic Planning
Texas
– -$823K -31,284 Closed
CAM
490
Cresset Asset Management
Illinois
– -$425K -16,172 Closed
JF
491
JMN Financial
Ohio
– -$410K -15,600 Closed
IWM
492
Iams Wealth Management
Nebraska
– -$371K -14,108 Closed
XT
493
XTX Topco
Cayman Islands
– -$353K -13,404 Closed
CA
494
Calton & Associates
Florida
– -$297K -11,297 Closed
APA
495
Astoria Portfolio Advisors
New York
– -$293K -11,172 Closed
EPP
496
ETF Portfolio Partners
Kansas
– -$269K -10,229 Closed
SMG
497
Smart Money Group
Texas
– -$256K -9,748 Closed
SWM
498
SeaCrest Wealth Management
New York
– -$232K -8,828 Closed
EPW
499
Evolve Private Wealth
California
– -$229K -8,701 Closed
LA
500
Lifeworks Advisors
Michigan
– -$228K -8,679 Closed
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