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State Street SPDR Portfolio Long Term Treasury ETF
SPTL

Name Holding Trade Value Shares
Change 		Change in
Stake
TIM
176
Tortoise Investment Management
New York
$1.89M -$176K -6,713 -9%
BCM
177
Boltwood Capital Management
California
$1.87M +$127K +4,840 +7%
FIA
178
Foundations Investment Advisors
Arizona
$1.85M +$609K +23,198 +50%
2L
179
25 LLC
Missouri
$1.79M +$21.9K +833 +1%
IFG
180
Independent Financial Group
California
$1.79M +$500K +19,039 +39%
PGF
181
Plan Group Financial
Oklahoma
$1.76M +$31.6K +1,203 +2%
BMWS
182
Brady Martz Wealth Solutions
North Dakota
$1.73M -$2.63M -100,366 -61%
GAG
183
Goodman Advisory Group
Massachusetts
$1.71M -$5.55M -211,630 -77%
SIA
184
Strategic Investment Advisors
Michigan
$1.7M +$152K +5,791 +10%
MFG
185
Magnus Financial Group
New York
$1.69M -$238K -9,054 -12%
APC
186
Aspire Private Capital
North Carolina
$1.68M +$103K +3,916 +7%
SHJ
187
Sharkey, Howes & Javer
Colorado
$1.68M +$1.66M +63,078 New
SEIA
188
Signature Estate & Investment Advisors
California
$1.63M -$743K -28,321 -32%
ICM
189
Islay Capital Management
Texas
$1.62M +$1.37M +52,148 +581%
LJAC
190
L.J. Altfest & Co
New York
$1.57M -$3.81K -145 -0.2%
SFS
191
Sowell Financial Services
Arkansas
$1.57M +$550K +20,939 +55%
CWM
192
Cornerstone Wealth Management
Missouri
$1.55M +$161K +6,132 +12%
BFG
193
Birch Financial Group
New Hampshire
$1.48M +$446K +17,008 +44%
BO
194
Bank OZK
Arkansas
$1.47M +$200K +7,608 +16%
TWP
195
Tempus Wealth Planning
California
$1.46M +$42.4K +1,616 +3%
SQA
196
Simon Quick Advisors
New Jersey
$1.42M +$1.4M +53,484 New
FCM
197
Fire Capital Management
California
$1.38M +$1.37M +52,012 New
SAW
198
Signal Advisors Wealth
Michigan
$1.35M +$824K +31,382 +161%
JCM
199
Jacobi Capital Management
Pennsylvania
$1.33M +$169K +6,439 +15%
HIP
200
HUB Investment Partners
Texas
$1.32M – – –
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