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State Street SPDR Portfolio Long Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IFG
101
Investors Financial Group
Minnesota
$851K +$243K +5,353 +40%
VFM
102
Vivid Financial Management
California
$826K -$68K -1,497 -8%
Cetera Investment Advisers
103
Cetera Investment Advisers
Illinois
$745K +$750K +16,499 New
SB
104
Strategic Blueprint
Georgia
$706K +$711K +15,643 New
IDA
105
Intelligence Driven Advisers
California
$695K +$45.5K +1,002 +7%
SFG
106
SageGuard Financial Group
Tennessee
$685K +$693K +15,254 New
APW
107
Austin Private Wealth
Texas
$673K +$307K +6,746 +83%
FPWM
108
FSB Premier Wealth Management
Iowa
$669K +$674K +14,833 New
NL
109
NWAM LLC
Washington
$659K +$664K +14,603 New
JCM
110
Jacobi Capital Management
Pennsylvania
$658K +$454K +9,980 +217%
LCP
111
Legacy Capital Partners
Wisconsin
$646K +$341K +7,504 +110%
TC
112
Tatro Capital
Kentucky
$646K +$651K +14,325 New
PFGIA
113
Patriot Financial Group Insurance Agency
Massachusetts
$623K +$14K +308 +2%
Bank of Montreal
114
Bank of Montreal
Ontario, Canada
$621K +$652K +14,339 New
WCFA
115
Walkner Condon Financial Advisors
Wisconsin
$605K +$23.7K +522 +4%
IA
116
IFP Advisors
Florida
$599K -$2.61M -57,426 -81%
SCM
117
SCS Capital Management
Massachusetts
$599K +$23.1K +509 +4%
Rockefeller Capital Management
118
Rockefeller Capital Management
New York
$588K +$504K +11,099 +575%
LFF
119
Level Four Financial
Texas
$585K +$589K +12,953 New
Ameriprise
120
Ameriprise
Minnesota
$581K -$7.76M -170,824 -93%
MCC
121
Money Concepts Capital
Florida
$571K +$575K +12,646 New
MA
122
Mutual Advisors
Nebraska
$564K +$116K +2,562 +26%
PAG
123
Pinnacle Advisory Group
Maryland
$524K -$91 -2 -0%
SFM
124
Signet Financial Management
New Jersey
$519K -$16.5K -363 -3%
SWA
125
Stratos Wealth Advisors
Ohio
$514K +$191K +4,207 +59%