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State Street SPDR Portfolio Long Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BAM
201
Bellevue Asset Management
Washington
$3K – – –
BA
202
Bellwether Advisors
Nebraska
$3K – – –
GI
203
Gradient Investments
Minnesota
$3K +$2.56K +64 New
BWM
204
Baystate Wealth Management
Massachusetts
$2K – – –
CAL
205
Capital Analysts LLC
Pennsylvania
$2K – – –
US Bancorp
206
US Bancorp
Minnesota
$2K +$1.72K +43 New
LAS
207
Lloyd Advisory Services
Georgia
$2K +$1.76K +44 New
CTB
208
Country Trust Bank
Illinois
$2K +$1.96K +49 New
IF
209
Ironwood Financial
Arizona
$1K +$400 +10 +67%
AW
210
Avion Wealth
Texas
$1K +$560 +14 New
LPWM
211
Lake Point Wealth Management
Texas
$1K +$600 +15 New
CCP
212
Cardan Capital Partners
Colorado
– -$6.25M -160,319 Closed
GCA
213
Genesee Capital Advisors
New York
– -$4.88M -125,145 Closed
GC
214
Guggenheim Capital
Illinois
– -$3.04M -77,922 Closed
MCM
215
Model Capital Management
Massachusetts
– -$1.24M -31,715 Closed
AI
216
Atria Investments
North Carolina
– -$1.07M -27,575 Closed
CCFM
217
Clear Creek Financial Management
Washington
– -$865K -21,688 Closed
PA
218
Paragon Advisors
Texas
– -$806K -20,671 Closed
DIM
219
Delta Investment Management
California
– -$482K -12,359 Closed
EIA
220
Eldridge Investment Advisors
New Hampshire
– -$468K -12,000 Closed
Koshinski Asset Management
221
Koshinski Asset Management
Illinois
– -$441K -11,314 Closed
Northern Trust
222
Northern Trust
Illinois
– -$4K -11,000 Closed
LA
223
Latitude Advisors
Florida
– -$412K -10,580 Closed
IFG
224
Investors Financial Group
Minnesota
– -$355K -9,095 Closed
AWE
225
Avidian Wealth Enterprises
Texas
– -$270K -6,927 Closed