We are live on ! Find out more
SPTL icon

State Street SPDR Portfolio Long Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
151
Creative Planning
Kansas
$512K +$533K +13,526 New
BWAM
152
Boyd Watterson Asset Management
Ohio
$492K +$194K +4,915 +61%
HWMA
153
Heritage Wealth Management (Arizona)
Arizona
$490K +$510K +12,948 New
PFGIA
154
Patriot Financial Group Insurance Agency
Massachusetts
$478K +$306K +7,761 +159%
ATPW
155
Ashton Thomas Private Wealth
Arizona
$456K +$174K +4,418 +58%
CA
156
Calton & Associates
Florida
$455K -$8.15K -207 -2%
WCFA
157
Walkner Condon Financial Advisors
Wisconsin
$448K +$466K +11,833 New
SB
158
Strategic Blueprint
Georgia
$442K +$461K +11,692 New
T
159
TRUADVICE
Florida
$438K -$22.5K -571 -4%
FFS
160
Founders Financial Securities
Maryland
$406K +$105K +2,663 +33%
FSG
161
Financial Strategies Group
Michigan
$405K +$422K +10,710 New
ASN
162
Advisory Services Network
Georgia
$403K +$420K +10,668 New
MOS
163
MGO One Seven
Ohio
$402K +$60.9K +1,545 +17%
PCIA
164
Prime Capital Investment Advisors
Kansas
$395K
BAM
165
Belpointe Asset Management
Nevada
$388K +$86.7K +2,200 +27%
CFAM
166
Center For Asset Management
Florida
$366K +$135K +3,415 +55%
VHAM
167
Van Hulzen Asset Management
California
$363K +$378K +9,600 New
AIA
168
Acute Investment Advisory
Arizona
$360K -$1.66M -42,166 -82%
RF
169
RHS Financial
California
$360K -$7.76K -197 -2%
LA
170
Lifeworks Advisors
Michigan
$342K +$40.1K +1,019 +13%
CAG
171
Csenge Advisory Group
Florida
$342K +$356K +9,043 New
CA
172
Continuum Advisory
Idaho
$339K +$389K +9,872 New
CWM
173
Congress Wealth Management
Massachusetts
$325K -$83.1K -2,109 -20%
SHWM
174
Silicon Hills Wealth Management
Texas
$306K -$535K -13,590 -63%
Simplex Trading
175
Simplex Trading
Illinois
$296K +$308K +7,830 New