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State Street SPDR Portfolio Long Term Treasury ETF
SPTL

Name Holding Trade Value Shares
Change 		Change in
Stake
WOSD
201
WFA of San Diego
California
– -$5.46M -140,311 Closed
BIP
202
Blueprint Investment Partners
North Carolina
– -$4.2M -89,561 Closed
GM
203
GeoWealth Management
Illinois
– -$3.21M -68,323 Closed
BAM
204
BTS Asset Management
Massachusetts
– -$3.07M -65,592 Closed
AI
205
Atria Investments
North Carolina
– -$1.99M -42,494 Closed
EWM
206
Executive Wealth Management
Michigan
– -$1.87M -39,934 Closed
SIA
207
Strategic Investment Advisors
Michigan
– -$1.79M -38,209 Closed
OWA
208
Outlook Wealth Advisors
Texas
– -$1.66M -35,416 Closed
BFA
209
Beaumont Financial Advisors
Massachusetts
– -$1.63M -34,751 Closed
APC
210
Aspire Private Capital
North Carolina
– -$1.08M -23,039 Closed
ECA
211
Elevated Capital Advisors
Utah
– -$891K -18,838 Closed
CAG
212
Csenge Advisory Group
Florida
– -$853K -18,193 Closed
CAPTRUST Financial Advisors
213
CAPTRUST Financial Advisors
North Carolina
– -$509K -10,867 Closed
SW
214
SkyOak Wealth
Michigan
– -$396K -8,434 Closed
NL
215
NWAM LLC
Washington
– -$385K -8,198 Closed
MCIA
216
Mountain Capital Investment Advisors
Colorado
– -$367K -7,762 Closed
W
217
WealthOne
New York
– -$333K -7,092 Closed
LAS
218
Lloyd Advisory Services
Georgia
– -$329K -7,010 Closed
FHA
219
First Horizon Advisors
Tennessee
– -$281K -5,999 Closed
TW
220
Transform Wealth
Colorado
– -$265K -5,652 Closed
SF
221
Synovus Financial
Georgia
– -$254K -5,421 Closed
Creative Planning
222
Creative Planning
Kansas
– -$229K -4,882 Closed
PPA
223
Parametric Portfolio Associates
Washington
– -$222K -4,734 Closed
TNA
224
True North Advisors
Texas
– -$222K -4,734 Closed
OMC
225
Old Mission Capital
Illinois
– -$217K -4,626 Closed
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