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State Street SPDR Portfolio Long Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
W
101
Wealthsimple
Ontario, Canada
$1.85M +$12.8K +393 +0.6%
GLA
102
Good Life Advisors
Pennsylvania
$1.75M -$236K -7,257 -11%
SGI
103
Summit Global Investments
Utah
$1.69M +$1.85M +57,120 New
SS
104
Simplicity Solutions
Minnesota
$1.68M -$3.44M -105,878 -65%
AAS
105
Avantax Advisory Services
Texas
$1.64M -$1.7M -52,347 -49%
JSW
106
Journey Strategic Wealth
New Jersey
$1.62M +$372K +11,451 +26%
PNC Financial Services Group
107
PNC Financial Services Group
Pennsylvania
$1.61M +$149K +4,593 +9%
MW
108
Milestone Wealth
New York
$1.53M +$10.5K +322 +0.6%
LAS
109
Lloyd Advisory Services
Georgia
$1.5M +$148K +4,572 +10%
Koshinski Asset Management
110
Koshinski Asset Management
Illinois
$1.45M +$114K +3,522 +8%
LA
111
Lifeworks Advisors
Michigan
$1.44M +$1.15M +35,397 +221%
1WM
112
1900 Wealth Management
Texas
$1.41M -$4.35K -134 -0.3%
FLA
113
Financial Life Advisors
Texas
$1.36M +$1.49M +46,032 New
FNC
114
First National Corp
Massachusetts
$1.34M -$323K -9,931 -18%
JCM
115
Jacobi Capital Management
Pennsylvania
$1.27M +$72.2K +2,224 +5%
CGFA
116
Colton Groome Financial Advisors
North Carolina
$1.26M +$224K +6,888 +19%
RIA
117
Regal Investment Advisors
Michigan
$1.25M +$1.37M +42,281 New
AWM
118
Axxcess Wealth Management
California
$1.25M -$162K -5,003 -11%
Bank of Montreal
119
Bank of Montreal
Ontario, Canada
$1.23M -$828K -25,501 -39%
RJFSA
120
Raymond James Financial Services Advisors
Florida
$1.21M -$16.3M -501,165 -92%
MA
121
Mutual Advisors
Nebraska
$1.18M +$212K +6,540 +20%
AF
122
Allworth Financial
California
$1.16M +$1.27M +39,091 New
SWM
123
SeaCrest Wealth Management
New York
$1.15M +$97.4K +2,998 +8%
RCM
124
Raleigh Capital Management
North Carolina
$1.14M -$445K -13,704 -26%
CA
125
CoreCap Advisors
Michigan
$1.13M +$111K +3,427 +10%