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State Street SPDR Portfolio Long Term Treasury ETF
SPTL

Name Holding Trade Value Shares
Change 		Change in
Stake
WCFA
201
Walkner Condon Financial Advisors
Wisconsin
$334K -$81.4K -2,782 -19%
NFP
202
Narus Financial Partners
Utah
$331K -$85.2K -2,911 -20%
KPWS
203
Kestra Private Wealth Services
Texas
$325K -$233K -7,959 -42%
BOSSRA
204
B.O.S.S. Retirement Advisors
Utah
$324K +$327K +11,154 New
CIA
205
Capital Investment Advisors
Georgia
$321K +$324K +11,070 New
TFA
206
Tranquilli Financial Advisor
New Jersey
$319K -$20.4K -696 -6%
MOS
207
MGO One Seven
Ohio
$301K +$1.58K +54 +0.5%
HWMA
208
Heritage Wealth Management (Arizona)
Arizona
$297K +$112K +3,815 +59%
MSFS
209
Main Street Financial Solutions
Pennsylvania
$293K -$673 -23 -0.2%
CA
210
Calton & Associates
Florida
$293K -$91.5K -3,127 -24%
LNC
211
Lincoln National Corp
Pennsylvania
$292K +$78.8K +2,692 +37%
VBFP
212
Valtinson Bruner Financial Planning
Minnesota
$280K -$54.7K -1,870 -17%
ATPW
213
Ashton Thomas Private Wealth
Arizona
$279K -$2.17K -74 -0.8%
WAG
214
Wallace Advisory Group
California
$277K +$279K +9,543 New
BWP
215
Balboa Wealth Partners
Arizona
$272K +$54.1K +1,849 +25%
RJT
216
Raymond James Trust
Florida
$271K +$273K +9,334 New
CSIA
217
Charles Schwab Investment Advisory
California
$266K +$268K +9,168 New
SIA
218
Strategic Investment Advisors
Michigan
$265K -$1.64K -56 -0.6%
LFA
219
LifeGuide Financial Advisors
Pennsylvania
$262K +$264K +9,033 New
FFA
220
Farther Finance Advisors
California
$254K +$257K +8,766 New
FFS
221
Founders Financial Securities
Maryland
$251K -$38.9K -1,329 -13%
CAAS
222
Capital Asset Advisory Services
Michigan
$248K +$250K +8,538 New
BTWM
223
Baker Tilly Wealth Management
Wisconsin
$245K +$247K +8,426 New
AT
224
American Trust
Kentucky
$236K +$238K +8,115 New
HI
225
Harbour Investments
Wisconsin
$232K +$27.6K +941 +13%
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9
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