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State Street SPDR Portfolio Long Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KP
176
Keel Point
Alabama
$716K -$65K -2,141 -8%
FPWM
177
FSB Premier Wealth Management
Iowa
$713K +$28.2K +928 +4%
CG
178
Clifford Group
Massachusetts
$694K +$682K +22,464 New
SA
179
Strategic Advisors
New York
$691K -$1.83M -60,111 -73%
IWM
180
IHT Wealth Management
Illinois
$686K +$91.8K +3,023 +16%
JSL
181
JT Stratford LLC
Georgia
$678K -$5.74K -189 -0.9%
VPP
182
Vertex Planning Partners
Illinois
$677K +$219K +7,207 +49%
DLHL
183
Donald L. Hagan LLC
Florida
$673K +$206K +6,795 +45%
EIA
184
Eldridge Investment Advisors
New Hampshire
$664K +$653K +21,500 New
FHA
185
Flagship Harbor Advisors
Massachusetts
$631K -$6.18M -203,624 -91%
CF
186
Centaurus Financial
California
$626K +$616K +20,282 New
AWA
187
Arete Wealth Advisors
Illinois
$612K +$181K +5,958 +43%
AWAU
188
Alliance Wealth Advisors (Utah)
Utah
$593K -$10.1K -331 -2%
MML Investors Services
189
MML Investors Services
Massachusetts
$584K +$121K +3,987 +27%
KAS
190
Kestra Advisory Services
Texas
$526K -$2.33M -76,803 -82%
ICM
191
Islay Capital Management
Texas
$522K -$1.32M -43,314 -72%
IMC Chicago
192
IMC Chicago
Illinois
$520K +$511K +16,829 New
BTI
193
Blue Trust Inc
Georgia
$511K +$534K +17,577 +73,238%
IA
194
IFP Advisors
Florida
$511K -$621K -20,458 -58%
CP
195
Castleview Partners
Texas
$504K +$7.87K +259 +2%
LEFP
196
Leading Edge Financial Planning
Tennessee
$488K +$425 +14 +0.1%
1WM
197
1900 Wealth Management
Texas
$476K
WWG
198
West Wealth Group
California
$476K +$468K +15,409 New
TIM
199
Tevis Investment Management
Texas
$470K +$47.2K +1,554 +11%
MA
200
MONECO Advisors
Connecticut
$450K +$8.47K +279 +2%