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State Street SPDR Portfolio Long Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RBFC
201
Roman Butler Fullerton & Co
Missouri
$448K +$218K +7,187 +100%
KFS
202
Kelly Financial Services
Massachusetts
$442K -$53.2K -1,751 -11%
PTC
203
Private Trust Company
Ohio
$431K +$288K +9,481 +212%
FPW
204
Flagship Private Wealth
Massachusetts
$424K +$417K +13,729 New
OMC
205
Old Mission Capital
Illinois
$414K +$407K +13,398 New
LA
206
Latitude Advisors
Florida
$412K +$405K +13,349 New
DSN
207
D. Scott Neal
Kentucky
$410K +$403K +13,270 New
NFP
208
Narus Financial Partners
Utah
$397K +$43.9K +1,446 +13%
BTWM
209
Baker Tilly Wealth Management
Wisconsin
$392K +$129K +4,253 +50%
PFGIA
210
Patriot Financial Group Insurance Agency
Massachusetts
$391K +$25.3K +832 +7%
FFA
211
Farther Finance Advisors
California
$389K +$116K +3,835 +44%
NA
212
NewEdge Advisors
Louisiana
$388K -$29.1K -957 -7%
PWM
213
Perigon Wealth Management
California
$379K +$154K +5,077 +70%
CAG
214
Csenge Advisory Group
Florida
$365K -$51.7K -1,702 -13%
GWM
215
Geneos Wealth Management
Colorado
$354K +$308K +10,153 +769%
OWA
216
Outlook Wealth Advisors
Texas
$334K +$329K +10,832 New
WCFA
217
Walkner Condon Financial Advisors
Wisconsin
$334K -$21.1K -694 -6%
LNC
218
Lincoln National Corp
Pennsylvania
$329K +$18.4K +605 +6%
Mercer Global Advisors
219
Mercer Global Advisors
Colorado
$324K -$220K -7,239 -41%
MSFS
220
Main Street Financial Solutions
Pennsylvania
$312K
AT
221
American Trust
Kentucky
$309K +$62.5K +2,058 +25%
SW
222
Simplicity Wealth
New Jersey
$303K +$298K +9,819 New
AF
223
Allworth Financial
California
$296K -$150K -4,944 -34%
CA
224
Calton & Associates
Florida
$293K -$18.1K -597 -6%
WAG
225
Wallace Advisory Group
California
$291K -$3.98K -131 -1%