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State Street SPDR Portfolio Intermediate Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
26
UBS Group
Switzerland
$51.3M +$1.26M +44,131 +3%
GIA
27
Gladstone Institutional Advisory
Florida
$51.2M +$5.02M +176,465 +11%
HighTower Advisors
28
HighTower Advisors
Illinois
$45.6M +$14.6K +512 +0%
BDF
29
Black Diamond Financial
Maryland
$44.5M +$2.32M +81,546 +5%
GI
30
Gradient Investments
Minnesota
$43.7M +$5.54M +194,750 +14%
EH
31
Equitable Holdings
New York
$43.1M +$4.44M +156,170 +11%
IWM
32
IHT Wealth Management
Illinois
$41.6M +$19.2M +673,875 +85%
PGA
33
Portland Global Advisors
Maine
$41.3M +$1.58M +55,707 +4%
PAG
34
Private Advisor Group
New Jersey
$38M +$3.78M +132,752 +11%
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$35.7M +$17.9M +629,754 +100%
Envestnet Portfolio Solutions
36
Envestnet Portfolio Solutions
Illinois
$35.3M +$7.33M +257,703 +26%
Morgan Stanley
37
Morgan Stanley
New York
$34.4M -$3.78M -132,912 -10%
CWP
38
Concord Wealth Partners
Virginia
$33.7M +$1.48M +52,144 +5%
GVAG
39
Great Valley Advisor Group
Delaware
$33.3M +$2.3M +80,913 +7%
CFG
40
Compton Financial Group
Maryland
$33.2M -$19.7M -691,644 -37%
CAMV
41
Concord Asset Management (Virginia)
Virginia
$33M +$1.14M +40,221 +4%
FFG
42
Frisch Financial Group
New York
$31.2M +$6.2M +217,996 +25%
CIA
43
Capital Investment Advisors
Georgia
$30.1M -$462K -16,242 -2%
NP
44
NorthRock Partners
Minnesota
$29.3M -$2.15M -75,495 -7%
Bank of Montreal
45
Bank of Montreal
Ontario, Canada
$29.2M -$259K -9,121 -0.9%
LFPWM
46
Leicht Financial Planning & Wealth Management
New Jersey
$28.9M +$2.23M +78,248 +8%
Raymond James Financial
47
Raymond James Financial
Florida
$28.6M +$2.41M +84,730 +9%
Stifel Financial
48
Stifel Financial
Missouri
$28.6M +$2.83M +99,553 +11%
KW
49
KWB Wealth
California
$28.4M -$4.72M -165,804 -14%
SPA
50
Sentinel Pension Advisors
Massachusetts
$28.2M +$1.52M +53,535 +6%