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State Street SPDR Portfolio Long Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IWM
76
IHT Wealth Management
Illinois
$1.4M -$12.4K -309 -0.9%
ARC
77
Advisor Resource Council
Texas
$1.39M +$1.35M +33,691 New
JCM
78
Jacobi Capital Management
Pennsylvania
$1.36M +$226K +5,655 +21%
SFS
79
Sowell Financial Services
Arkansas
$1.35M -$1.18M -29,501 -47%
SMG
80
Smart Money Group
Texas
$1.32M +$1.13M +28,165 New
NA
81
NewEdge Advisors
Louisiana
$1.3M +$1.26M +31,496 New
IWC
82
Integrated Wealth Concepts
Massachusetts
$1.25M +$1.21M +30,138 New
PA
83
PFG Advisors
Arizona
$1.19M +$759K +18,976 +194%
TFA
84
Teamwork Financial Advisors
Texas
$1.17M -$499K -12,481 -31%
LFF
85
Level Four Financial
Texas
$1.07M +$1.04M +25,890 New
GWM
86
Geneos Wealth Management
Colorado
$1.02M +$22.6K +564 +2%
PAG
87
Private Advisor Group
New Jersey
$1.01M -$362K -9,045 -27%
GM
88
GeoWealth Management
Illinois
$942K +$859K +21,473 +1,582%
OAM
89
Optimal Asset Management
California
$932K +$28.1K +702 +3%
RA
90
RFG Advisory
Alabama
$907K -$52.4K -1,310 -6%
MA
91
Mutual Advisors
Nebraska
$890K +$36.5K +912 +4%
CSIA
92
Charles Schwab Investment Advisory
California
$888K -$3.96K -99 -0.5%
Rockefeller Capital Management
93
Rockefeller Capital Management
New York
$848K +$182K +4,539 +28%
Fidelity Investments
94
Fidelity Investments
Massachusetts
$824K +$787K +19,677 +7,002%
Bank of Montreal
95
Bank of Montreal
Ontario, Canada
$807K +$785K +19,627 New
UWM
96
USAdvisors Wealth Management
Minnesota
$770K +$124K +3,090 +20%
KAS
97
Kestra Advisory Services
Texas
$762K +$180K +4,486 +32%
Cetera Investment Advisers
98
Cetera Investment Advisers
Illinois
$721K +$360K +9,000 +106%
SFG
99
SageGuard Financial Group
Tennessee
$690K -$28.2K -705 -4%
LFAS
100
Level Four Advisory Services
Texas
$680K -$883K -22,060 -57%