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State Street SPDR Portfolio Long Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WAP
176
Wealthcare Advisory Partners
Pennsylvania
$428K +$195K +6,005 +71%
NFP
177
Narus Financial Partners
Utah
$424K +$465K +14,310 New
WCFA
178
Walkner Condon Financial Advisors
Wisconsin
$423K +$43.6K +1,344 +10%
MA
179
MONECO Advisors
Connecticut
$420K +$460K +14,165 New
ASN
180
Advisory Services Network
Georgia
$415K -$25.5K -784 -5%
NA
181
NewEdge Advisors
Louisiana
$407K +$29.4K +906 +7%
Mercer Global Advisors
182
Mercer Global Advisors
Colorado
$395K -$32.4K -998 -7%
CA
183
Calton & Associates
Florida
$391K -$3.44K -106 -0.8%
KP
184
Keel Point
Alabama
$391K +$20K +615 +5%
PTC
185
Private Trust Company
Ohio
$380K +$199K +6,125 +92%
MML Investors Services
186
MML Investors Services
Massachusetts
$368K +$62.7K +1,931 +18%
Rockefeller Capital Management
187
Rockefeller Capital Management
New York
$364K -$273K -8,406 -41%
PFGIA
188
Patriot Financial Group Insurance Agency
Massachusetts
$358K -$37.7K -1,160 -9%
TFA
189
Tranquilli Financial Advisor
New Jersey
$346K +$47.2K +1,453 +14%
VBFP
190
Valtinson Bruner Financial Planning
Minnesota
$319K +$349K +10,762 New
MOS
191
MGO One Seven
Ohio
$306K +$7.11K +219 +2%
MSFS
192
Main Street Financial Solutions
Pennsylvania
$300K
FFS
193
Founders Financial Securities
Maryland
$296K +$30.8K +947 +10%
ATPW
194
Ashton Thomas Private Wealth
Arizona
$287K -$25.8K -793 -8%
SW
195
Signify Wealth
Missouri
$279K +$305K +9,400 New
SIA
196
Strategic Investment Advisors
Michigan
$273K -$251K -7,734 -46%
PFA
197
Pettinga Financial Advisors
Indiana
$258K -$72.1K -2,220 -20%
PA
198
Parallel Advisors
California
$258K +$228K +7,009 +415%
BAM
199
Belpointe Asset Management
Nevada
$248K +$136K +4,192 +100%
JF
200
Joule Financial
Kentucky
$240K +$263K +8,087 New