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State Street SPDR Portfolio Intermediate Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWP
26
Stratos Wealth Partners
Ohio
$20.6M +$14.8M +499,716 +252%
CI
27
CX Institutional
Indiana
$18.6M -$6.58M -222,764 -26%
SMM
28
Stadion Money Management
Georgia
$17.4M -$697K -23,595 -4%
CWM
29
Comprehensive Wealth Management
Washington
$16.1M +$5.9M +199,705 +58%
LFAS
30
Level Four Advisory Services
Texas
$15.2M +$9.28M +314,143 +156%
Truist Financial
31
Truist Financial
North Carolina
$14.8M +$2.36M +79,977 +19%
PAS
32
Park Avenue Securities
New York
$14.2M +$123K +4,164 +0.9%
PAG
33
Private Advisor Group
New Jersey
$13.8M +$4.85M +164,205 +54%
SRSA
34
S.R. Schill & Associates
Washington
$13.5M -$920K -31,167 -6%
OBWP
35
O'Brien Wealth Partners
Massachusetts
$13.3M +$84K +2,846 +0.6%
RJFSA
36
Raymond James Financial Services Advisors
Florida
$12.7M -$2.23M -75,364 -15%
SFM
37
Signet Financial Management
New Jersey
$11.4M -$1.27M -42,970 -10%
BWM
38
Boyd Wealth Management
California
$11.4M -$3.42M -115,770 -23%
SFP
39
Strategic Financial Partners
Oregon
$11.3M +$5.56M +188,403 +96%
MG
40
Mather Group
Illinois
$9.36M +$7.75M +262,385 +477%
BCM
41
Brookstone Capital Management
Illinois
$8.77M +$3.1M +105,088 +54%
AMR
42
Asset Management Resources
Massachusetts
$8.12M -$664K -22,488 -8%
AssetMark Inc
43
AssetMark Inc
California
$7.33M +$7.34M +248,464 +118,316%
Rockefeller Capital Management
44
Rockefeller Capital Management
New York
$7.17M -$179K -6,069 -2%
ARC
45
Advisor Resource Council
Texas
$7M +$5.11M +172,935 +268%
MFT
46
Moisand Fitzgerald Tamayo
Florida
$6.98M +$5.39M +182,444 +336%
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$6.59M +$258K +8,753 +4%
CPP
48
Capasso Planning Partners
South Carolina
$6.45M -$427K -14,450 -6%
MIAN
49
Mariner Independent Advisor Network
Kansas
$6.37M +$1.15M +38,903 +22%
Wells Fargo
50
Wells Fargo
California
$6.25M +$965K +32,676 +18%