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State Street SPDR Portfolio Long Term Treasury ETF
SPTL

Name Holding Trade Value Shares
Change 		Change in
Stake
SGI
476
Summit Global Investments
Utah
– -$3.01M -114,935 Closed
CWG
477
Cornerstone Wealth Group
North Carolina
– -$2.61M -99,703 Closed
EFM
478
E Fund Management
China
– -$1.86M -71,124 Closed
EFMH
479
E Fund Management (HK)
Hong Kong
– -$1.86M -71,124 Closed
SHJ
480
Sharkey, Howes & Javer
Colorado
– -$1.56M -59,604 Closed
WWG
481
West Wealth Group
California
– -$1.54M -58,835 Closed
LG
482
Leuthold Group
Minnesota
– -$1.23M -46,817 Closed
VPP
483
Vertex Planning Partners
Illinois
– -$1.17M -44,855 Closed
BI
484
Bolthouse Investments
California
– -$1.17M -44,573 Closed
CG
485
Clifford Group
Massachusetts
– -$1.07M -40,748 Closed
SW
486
SteelPeak Wealth
California
– -$887K -33,873 Closed
WWM
487
Western Wealth Management
Colorado
– -$630K -24,046 Closed
HWP
488
Hibernia Wealth Partners
Louisiana
– -$541K -20,660 Closed
SWTS
489
Stonehaven Wealth & Tax Solutions
Wisconsin
– -$521K -19,885 Closed
ASN
490
Advisory Services Network
Georgia
– -$425K -16,235 Closed
XT
491
XTX Topco
Cayman Islands
– -$403K -15,394 Closed
BPA
492
Beacon Pointe Advisors
California
– -$367K -14,009 Closed
FAIM
493
Financial Advocates Investment Management
Washington
– -$301K -11,490 Closed
OWA
494
One Wealth Advisors
California
– -$261K -9,983 Closed
KWA
495
Kingswood Wealth Advisors
California
– -$205K -7,820 Closed
AWA
496
Acorn Wealth Advisors
Michigan
– -$201K -7,691 Closed
CP
497
Castleview Partners
Texas
– -$78.3K -2,990 Closed
VHAM
498
Van Hulzen Asset Management
California
– -$78.3K -2,990 Closed
MDA
499
Minot DeBlois Advisors
Massachusetts
– -$52.7K -2,013 Closed
AWM
500
Avior Wealth Management
Nebraska
– -$16.3K -624 Closed
17 18 19
20
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