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State Street SPDR Portfolio Intermediate Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PGA
26
Portland Global Advisors
Maine
$26.7M +$1.99M +70,651 +8%
DF
27
Donoghue Forlines
Massachusetts
$25.9M +$26M +919,919 New
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$25.8M +$1.5M +53,120 +6%
Bank of Montreal
29
Bank of Montreal
Ontario, Canada
$25.4M +$816K +28,890 +3%
Morgan Stanley
30
Morgan Stanley
New York
$24.7M -$4.39M -155,311 -15%
WS
31
Wela Strategies
Georgia
$24.3M +$1.77M +62,648 +8%
GVAG
32
Great Valley Advisor Group
Delaware
$24.1M -$816K -28,902 -3%
Osaic Holdings
33
Osaic Holdings
Arizona
$22.7M -$1.45M -51,384 -6%
LFPWM
34
Leicht Financial Planning & Wealth Management
New Jersey
$22.6M +$2.32M +82,028 +11%
Bank of America
35
Bank of America
North Carolina
$21.4M -$265K -9,374 -1%
PAS
36
Park Avenue Securities
New York
$19.6M +$2.21M +78,386 +13%
MIFH
37
Migdal Insurance & Financial Holdings
Israel
$19.2M +$3.36M +119,136 +21%
NW
38
NewEdge Wealth
Pennsylvania
$18.8M +$1.24M +43,788 +7%
Truist Financial
39
Truist Financial
North Carolina
$18.4M -$1.6M -56,659 -8%
MG
40
Mather Group
Illinois
$17.9M -$249K -8,802 -1%
APA
41
Astoria Portfolio Advisors
New York
$17.8M +$1.2M +42,613 +7%
FFM
42
Flagstone Financial Management
Nebraska
$16.2M +$650K +23,034 +4%
SPIA
43
Steward Partners Investment Advisory
New York
$14.4M +$153K +5,427 +1%
Mariner
44
Mariner
Kansas
$14.4M +$3.53M +124,882 +32%
FHA
45
Flagship Harbor Advisors
Massachusetts
$14.1M -$111K -3,923 -0.8%
SRSA
46
S.R. Schill & Associates
Washington
$14M +$435K +15,418 +3%
Stifel Financial
47
Stifel Financial
Missouri
$13.7M +$1.28M +45,260 +10%
CAC
48
Certified Advisory Corp
Florida
$13.7M +$8.53M +302,213 +164%
WCWM
49
Willow Creek Wealth Management
California
$13.6M +$1.45M +51,441 +12%
AWMNH
50
Arcadia Wealth Management (New Hampshire)
New Hampshire
$13.1M -$3.15M -111,699 -19%