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State Street SPDR Portfolio Intermediate Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFM
26
Signet Financial Management
New Jersey
$13.9M +$622K +19,368 +5%
NA
27
NewEdge Advisors
Louisiana
$13.5M +$13.6M +422,250 New
Truist Financial
28
Truist Financial
North Carolina
$13.4M +$390K +12,161 +3%
PAS
29
Park Avenue Securities
New York
$13.2M +$58.3K +1,816 +0.4%
SRSA
30
S.R. Schill & Associates
Washington
$13M +$895K +27,890 +7%
HGWM
31
Horst & Graben Wealth Management
Oregon
$11.3M -$906K -28,214 -7%
Morgan Stanley
32
Morgan Stanley
New York
$11.2M +$269K +8,375 +2%
AWM
33
Axxcess Wealth Management
California
$11M +$11M +343,603 New
AMR
34
Asset Management Resources
Massachusetts
$9.78M +$9.79M +305,034 New
AAS
35
Avantax Advisory Services
Texas
$9.53M +$335K +10,425 +4%
PAG
36
Private Advisor Group
New Jersey
$9.47M +$833K +25,937 +10%
Thrivent Financial for Lutherans
37
Thrivent Financial for Lutherans
Minnesota
$9.11M
Osaic Holdings
38
Osaic Holdings
Arizona
$8.93M +$4.21M +131,225 +89%
RJFSA
39
Raymond James Financial Services Advisors
Florida
$8.73M -$361K -11,242 -4%
William Blair & Company
40
William Blair & Company
Illinois
$8.64M +$467K +14,535 +6%
BWM
41
Boyd Wealth Management
California
$7.68M +$7.7M +239,795 New
CPP
42
Capasso Planning Partners
South Carolina
$7.38M +$7.39M +230,129 New
LPT
43
Legacy Private Trust
Wisconsin
$7.1M -$236K -7,356 -3%
AWM
44
AE Wealth Management
Kansas
$6.98M +$88.6K +2,761 +1%
Rockefeller Capital Management
45
Rockefeller Capital Management
New York
$6.67M +$302K +9,391 +5%
MPW
46
MA Private Wealth
California
$6.46M +$1.73M +53,906 +37%
Mirae Asset Global Investments
47
Mirae Asset Global Investments
South Korea
$6.42M +$2.12M +66,000 +49%
Wells Fargo
48
Wells Fargo
California
$5.93M -$679K -21,151 -10%
LFPWM
49
Leicht Financial Planning & Wealth Management
New Jersey
$5.89M -$3.71M -115,638 -39%
Renaissance Technologies
50
Renaissance Technologies
New York
$5.7M +$3.67M +114,400 +180%