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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
$1.83M -$79.2K -3,000 -4%
DW30
177
Drucker Wealth 3.0
New Jersey
$1.8M +$908K +34,408 +106%
SCM
178
SCS Capital Management
Massachusetts
$1.79M -$11.5M -436,959 -87%
2L
179
25 LLC
Missouri
$1.78M -$35.7K -1,352 -2%
BMWS
180
Brady Martz Wealth Solutions
North Dakota
$1.74M -$15.1K -572 -0.9%
BFG
181
Birch Financial Group
New Hampshire
$1.72M +$217K +8,227 +15%
SEIA
182
Signature Estate & Investment Advisors
California
$1.71M +$61.3K +2,323 +4%
ICM
183
Islay Capital Management
Texas
$1.65M – – –
OPWM
184
Oregon Pacific Wealth Management
Oregon
$1.6M +$1.57M +59,532 New
JCM
185
Jacobi Capital Management
Pennsylvania
$1.57M +$216K +8,172 +16%
LJAC
186
L.J. Altfest & Co
New York
$1.56M -$38.2K -1,448 -2%
IWMA
187
Ironwood Wealth Management (Arizona)
Arizona
$1.53M -$967K -36,639 -39%
CWM
188
Cornerstone Wealth Management
Missouri
$1.53M -$42.6K -1,613 -3%
FCM
189
Fire Capital Management
California
$1.51M +$105K +3,973 +8%
SQA
190
Simon Quick Advisors
New Jersey
$1.5M +$60.9K +2,308 +4%
BO
191
Bank OZK
Arkansas
$1.5M +$5.99K +227 +0.4%
TWP
192
Tempus Wealth Planning
California
$1.49M +$16.8K +637 +1%
MFG
193
Magnus Financial Group
New York
$1.49M -$225K -8,513 -13%
CIA
194
Concurrent Investment Advisors
Florida
$1.46M +$1.1M +41,823 +336%
GAG
195
Goodman Advisory Group
Massachusetts
$1.37M -$357K -13,509 -21%
HIP
196
HUB Investment Partners
Texas
$1.32M -$27.2K -1,030 -2%
AWA
197
Arete Wealth Advisors
Illinois
$1.3M +$432K +16,370 +51%
UAG
198
United Advisor Group
Ohio
$1.24M +$226K +8,544 +23%
PIA
199
Perennial Investment Advisors
California
$1.22M +$1.2M +45,399 New
SWM
200
Silverlake Wealth Management
Vermont
$1.2M +$1.18M +44,663 New
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