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State Street SPDR Bloomberg Short Term International Treasury Bond ETF
BWZ

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
1
RMG Wealth Management
Wisconsin
$76.6M +$84.1M +3,062,058 New
QC
2
Quent Capital
New York
$30M +$3.07M +111,826 +11%
FMP
3
Financial Management Professionals
Texas
$24.7M +$1.41M +51,369 +6%
CCA
4
Checchi Capital Advisers
California
$17.3M +$1.28M +46,523 +8%
MGIA
5
Matthew Goff Investment Advisor
Texas
$14.1M +$15.5M +564,750 New
CAM
6
Cresset Asset Management
Illinois
$8.34M +$3.52M +128,101 +71%
Jane Street
7
Jane Street
New York
$7.25M +$1.01M +36,807 +16%
WCFA
8
Walkner Condon Financial Advisors
Wisconsin
$6.8M +$531K +19,354 +8%
ECM
9
Evergreen Capital Management
Washington
$6.21M +$6.34M +230,760 New
IC
10
IEQ Capital
California
$6.05M – – –
LG
11
LAM Group
Oregon
$5.91M +$4.71M +171,575 +357%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$5.73M +$937K +34,136 +19%
BPW
13
BLVD Private Wealth
Kentucky
$5.6M +$5.71M +207,973 New
UBS Group
14
UBS Group
Switzerland
$5.2M +$172K +6,258 +3%
PFGIA
15
Patriot Financial Group Insurance Agency
Massachusetts
$5.15M +$2.7M +98,433 +106%
DG
16
DMC Group
Alabama
$4.79M +$346K +12,587 +8%
CAM
17
Clarity Asset Management
Iowa
$4.76M -$2.35M -85,418 -33%
Morgan Stanley
18
Morgan Stanley
New York
$4.35M +$3.84M +139,931 +647%
Creative Planning
19
Creative Planning
Kansas
$3.47M +$115K +4,176 +3%
CWMS
20
CFG Wealth Management Services
Indiana
$3.08M +$111K +4,056 +4%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$3.03M -$106K -3,844 -3%
Osaic Holdings
22
Osaic Holdings
Arizona
$3.02M -$31M -1,128,806 -91%
Rockefeller Capital Management
23
Rockefeller Capital Management
New York
$2.95M -$696K -25,346 -19%
Ameriprise
24
Ameriprise
Minnesota
$2.94M +$3M +109,288 New
QCM
25
Quantinno Capital Management
New York
$2.72M +$30.4K +1,107 +1%
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