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State Street SPDR Portfolio Intermediate Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OBWP
26
O'Brien Wealth Partners
Massachusetts
$33.8M +$764K +27,460 +2%
SPA
27
Sentinel Pension Advisors
Massachusetts
$31M -$5.1M -183,383 -14%
HighTower Advisors
28
HighTower Advisors
Illinois
$29M +$1.04M +37,363 +4%
PGA
29
Portland Global Advisors
Maine
$28.3M +$1.76M +63,405 +7%
DF
30
Donoghue Forlines
Massachusetts
$25M -$797K -28,668 -3%
GVAG
31
Great Valley Advisor Group
Delaware
$24.9M +$962K +34,586 +4%
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$24.3M -$4.94M -177,539 -17%
WS
33
Wela Strategies
Georgia
$23.9M -$299K -10,752 -1%
LFPWM
34
Leicht Financial Planning & Wealth Management
New Jersey
$23.4M +$886K +31,839 +4%
APA
35
Astoria Portfolio Advisors
New York
$22.1M +$3.9M +140,382 +22%
GI
36
Gradient Investments
Minnesota
$21.4M +$21M +755,275 +8,117%
Osaic Holdings
37
Osaic Holdings
Arizona
$20.4M -$2.13M -76,591 -10%
Truist Financial
38
Truist Financial
North Carolina
$20.1M +$1.79M +64,442 +10%
NW
39
NewEdge Wealth
Pennsylvania
$19.8M +$752K +27,024 +4%
SWA
40
Stratos Wealth Advisors
Ohio
$19.1M +$18.3M +657,197 +2,788%
BDF
41
Black Diamond Financial
Maryland
$18.9M +$18.1M +650,903 +2,918%
MG
42
Mather Group
Illinois
$18.5M +$820K +29,481 +5%
FFM
43
Flagstone Financial Management
Nebraska
$16.9M +$789K +28,353 +5%
HGA
44
Hobbs Group Advisors
South Carolina
$15.4M +$15.3M +551,180 New
SRSA
45
S.R. Schill & Associates
Washington
$14.9M +$1.01M +36,261 +7%
VAS
46
Vestmark Advisory Solutions
Massachusetts
$14.5M +$14.4M +517,613 New
SPIA
47
Steward Partners Investment Advisory
New York
$14.5M +$137K +4,911 +1%
Mariner
48
Mariner
Kansas
$14M -$277K -9,973 -2%
TC
49
Trilogy Capital
California
$13.7M +$940K +33,795 +7%
Stifel Financial
50
Stifel Financial
Missouri
$13.2M -$410K -14,755 -3%