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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
$12.2M +$56.5K +1,734 +0.5%
CWM
27
Comprehensive Wealth Management
Washington
$11.5M +$900K +27,597 +8%
MIAN
28
Mariner Independent Advisor Network
Kansas
$11.4M -$399K -12,238 -3%
GRP
29
Global Retirement Partners
California
$11.1M +$1,000K +30,661 +10%
Morgan Stanley
30
Morgan Stanley
New York
$11M +$712K +21,825 +7%
LFPWM
31
Leicht Financial Planning & Wealth Management
New Jersey
$9.75M +$364K +11,170 +4%
AAS
32
Avantax Advisory Services
Texas
$9.27M +$747K +22,915 +9%
RJFSA
33
Raymond James Financial Services Advisors
Florida
$9.16M +$4.77M +146,317 +107%
PAG
34
Private Advisor Group
New Jersey
$8.71M +$798K +24,493 +10%
BCM
35
Brookstone Capital Management
Illinois
$8.65M +$96.3K +2,954 +1%
William Blair & Company
36
William Blair & Company
Illinois
$8.24M -$216K -6,639 -3%
SWP
37
Stratos Wealth Partners
Ohio
$8.1M +$391K +11,983 +5%
PWG
38
Private Wealth Group
Florida
$7.87M -$406K -12,463 -5%
RWA
39
Redhawk Wealth Advisors
Minnesota
$7.87M +$7.95M +243,708 New
Barclays
40
Barclays
United Kingdom
$7.76M +$6.46M +198,057 +470%
LPT
41
Legacy Private Trust
Wisconsin
$7.39M -$120K -3,675 -2%
MAFM
42
Mid Atlantic Financial Management
Pennsylvania
$7.05M -$448K -13,741 -6%
AWM
43
AE Wealth Management
Kansas
$6.95M +$232K +7,121 +3%
Wells Fargo
44
Wells Fargo
California
$6.66M -$49.7K -1,525 -0.7%
Rockefeller Capital Management
45
Rockefeller Capital Management
New York
$6.42M +$272K +8,352 +4%
WAP
46
Wealthcare Advisory Partners
Pennsylvania
$5.87M +$1.27M +39,009 +27%
LFAS
47
Level Four Advisory Services
Texas
$5.69M +$2.17M +66,481 +61%
KAM
48
Knightsbridge Asset Management
California
$5.38M +$705K +21,623 +15%
FHA
49
First Horizon Advisors
Tennessee
$5.34M +$5.39M +165,279 New
WCWM
50
Willow Creek Wealth Management
California
$4.94M +$148K +4,535 +3%