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State Street SPDR Portfolio Intermediate Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SRSA
26
S.R. Schill & Associates
Washington
$11.5M +$71.5K +2,150 +0.6%
SFM
27
Signet Financial Management
New Jersey
$10.8M +$1.75M +52,742 +19%
PWG
28
Private Wealth Group
Florida
$10.6M -$21.4M -643,144 -67%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$10M +$1.97M +59,401 +25%
Goldman Sachs
30
Goldman Sachs
New York
$9.99M +$9.99M +300,652 New
LFPWM
31
Leicht Financial Planning & Wealth Management
New Jersey
$9.47M -$552K -16,596 -6%
LPT
32
Legacy Private Trust
Wisconsin
$8.21M -$169K -5,072 -2%
LFAS
33
Level Four Advisory Services
Texas
$7.88M +$612K +18,399 +8%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$7.52M +$1.21M +36,295 +19%
CA
35
Continuum Advisory
Idaho
$7.46M +$983K +29,579 +15%
Osaic Holdings
36
Osaic Holdings
Arizona
$7.14M -$38.8M -1,168,191 -84%
Wells Fargo
37
Wells Fargo
California
$6.95M -$5.89M -177,163 -46%
SWP
38
Stratos Wealth Partners
Ohio
$6.27M +$3.02M +90,914 +93%
FHC
39
First Horizon Corporation
Tennessee
$6.07M +$6.07M +182,580 New
MIAN
40
Mariner Independent Advisor Network
Kansas
$5.99M +$414K +12,441 +7%
PAG
41
Private Advisor Group
New Jersey
$5.55M -$602K -18,098 -10%
CCP
42
Cardan Capital Partners
Colorado
$5.21M -$23.1K -696 -0.4%
LWS
43
Lucia Wealth Services
California
$5M +$91.2K +2,744 +2%
JCM
44
Jacobi Capital Management
Pennsylvania
$4.4M -$332 -10 -0%
Stifel Financial
45
Stifel Financial
Missouri
$4.1M +$4.1M +123,328 New
Renaissance Technologies
46
Renaissance Technologies
New York
$4M -$2.43M -73,111 -38%
MPW
47
MA Private Wealth
California
$3.86M +$311K +9,356 +9%
Citadel Advisors
48
Citadel Advisors
Florida
$3.84M +$732K +22,009 +24%
AAS
49
Avantax Advisory Services
Texas
$3.73M +$2.47M +74,441 +196%
Rockefeller Capital Management
50
Rockefeller Capital Management
New York
$3.68M +$3.68M +110,833 New