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State Street SPDR Portfolio Long Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWA
101
Centennial Wealth Advisory
Michigan
$840K +$302K +7,109 +54%
KP
102
Keel Point
Alabama
$814K -$3.55M -83,693 -81%
MSFS
103
Main Street Financial Solutions
Pennsylvania
$781K +$137K +3,221 +21%
RTL
104
Red Tortoise LLC
Georgia
$769K +$1.1M +25,940 New
GM
105
GeoWealth Management
Illinois
$742K -$204K -4,813 -21%
Creative Planning
106
Creative Planning
Kansas
$636K +$326K +7,691 +100%
Cetera Investment Advisers
107
Cetera Investment Advisers
Illinois
$624K -$99.9K -2,354 -13%
FPWM
108
FSB Premier Wealth Management
Iowa
$624K +$104K +2,440 +19%
KAS
109
Kestra Advisory Services
Texas
$614K -$151K -3,557 -19%
PNC Financial Services Group
110
PNC Financial Services Group
Pennsylvania
$608K +$625K +14,723 New
CAAS
111
Capital Asset Advisory Services
Michigan
$604K +$57.5K +1,354 +10%
WS
112
Wedbush Securities
California
$592K +$608K +14,328 New
RJA
113
Raymond James & Associates
Florida
$577K +$594K +13,986 New
ACP
114
Aveo Capital Partners
Colorado
$560K +$46.2K +1,089 +9%
CP
115
Capital Planning
Washington
$541K -$77K -1,813 -12%
1WM
116
1900 Wealth Management
Texas
$487K -$106K -2,500 -17%
BAM
117
Belpointe Asset Management
Nevada
$476K +$256K +6,026 +109%
BCM
118
Boltwood Capital Management
California
$470K +$120K +2,825 +33%
OAM
119
Optimal Asset Management
California
$466K -$479K -11,284 -50%
WI
120
Wintrust Investments
Illinois
$440K -$241K -5,685 -35%
CNC
121
Citizens & Northern Corp
Pennsylvania
$415K +$426K +10,046 New
RF
122
RHS Financial
California
$402K
APWA
123
Atlas Private Wealth Advisors
New Jersey
$399K +$410K +9,657 New
ATPW
124
Ashton Thomas Private Wealth
Arizona
$378K -$109K -2,576 -22%
PAG
125
Private Advisor Group
New Jersey
$366K -$665K -15,663 -64%