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State Street SPDR Portfolio Long Term Treasury ETF
SPTL

Name Holding Trade Value Shares
Change 		Change in
Stake
KIM
501
Kestra Investment Management
Texas
– -$14.1K -538 Closed
PIS
502
POM Investment Strategies
North Carolina
– -$11.6K -444 Closed
HR
503
Howe & Rusling
New York
– -$11.1K -425 Closed
SC
504
SouthState Corp
Florida
– -$10.5K -401 Closed
CBT
505
CoreFirst Bank & Trust
Kansas
– -$10.2K -390 Closed
LC
506
Lavaca Capital
Texas
– -$9.72K -371 Closed
HHGA
507
Halbert Hargrove Global Advisors
California
– -$7.33K -280 Closed
GWANC
508
Guardian Wealth Advisors (North Carolina)
North Carolina
– -$7.07K -270 Closed
TPW
509
Talon Private Wealth
Florida
– -$6.47K -247 Closed
TCG
510
Transcendent Capital Group
Oklahoma
– -$5.29K -202 Closed
FFA
511
Founders Financial Alliance
North Carolina
– -$3.27K -125 Closed
SAM
512
Synergy Asset Management
Washington
– -$3.55K -122 Closed
GEA
513
Glen Eagle Advisors
New Jersey
– -$1.99K -76 Closed
HPIA
514
Hamilton Point Investment Advisors
North Carolina
– -$1.49K -57 Closed
MPWT
515
MassMutual Private Wealth & Trust
Connecticut
– -$1.18K -45 Closed
GA
516
GoalVest Advisory
New York
– -$786 -30 Closed
MCM
517
Mainstream Capital Management
California
– -$576 -22 Closed
SNB
518
Security National Bank
Nebraska
– -$26 -1 Closed
C
519
Covestor
United Kingdom
– +$187 +7 New
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