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State Street SPDR Portfolio Long Term Treasury ETF
SPTL

Name Holding Trade Value Shares
Change 		Change in
Stake
TPCW
476
TD Private Client Wealth
New York
$50 – – –
RS
477
Rakuten Securities
Japan
$26 – – –
KA
478
Kozak & Associates
Colorado
$14 – – –
SWA
479
Stratos Wealth Advisors
Ohio
– -$40.8M -1,552,607 Closed
OIS
480
Okabena Investment Services
Minnesota
– -$4.02M -152,960 Closed
OMC
481
Old Mission Capital
Illinois
– -$1.1M -42,006 Closed
HP
482
Holistic Planning
Texas
– -$823K -31,284 Closed
CAM
483
Cresset Asset Management
Illinois
– -$425K -16,172 Closed
JF
484
JMN Financial
Ohio
– -$410K -15,600 Closed
IWM
485
Iams Wealth Management
Nebraska
– -$371K -14,108 Closed
XT
486
XTX Topco
Cayman Islands
– -$353K -13,404 Closed
CA
487
Calton & Associates
Florida
– -$297K -11,297 Closed
APA
488
Astoria Portfolio Advisors
New York
– -$293K -11,172 Closed
EPP
489
ETF Portfolio Partners
Kansas
– -$269K -10,229 Closed
SMG
490
Smart Money Group
Texas
– -$256K -9,748 Closed
SWM
491
SeaCrest Wealth Management
New York
– -$232K -8,828 Closed
EPW
492
Evolve Private Wealth
California
– -$229K -8,701 Closed
LA
493
Lifeworks Advisors
Michigan
– -$228K -8,679 Closed
CAM
494
Clark Asset Management
New Hampshire
– -$222K -8,430 Closed
CWMGP
495
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
– -$214K -8,146 Closed
AFP
496
Ausdal Financial Partners
Iowa
– -$205K -7,807 Closed
ASN
497
Advisory Services Network
Georgia
– -$115K -4,373 Closed
GG
498
Gleason Group
Kentucky
– -$86.6K -3,294 Closed
KFI
499
Key Financial Inc
Pennsylvania
– -$40.5K -1,540 Closed
SIS
500
Sound Income Strategies
Florida
– -$19.3K -736 Closed
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