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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
$36.6M +$1.49M +51,985 +4%
SPA
27
Sentinel Pension Advisors
Massachusetts
$34M +$1.87M +65,212 +6%
HighTower Advisors
28
HighTower Advisors
Illinois
$31.3M +$1.23M +42,713 +4%
PGA
29
Portland Global Advisors
Maine
$30.2M +$776K +27,039 +3%
Bank of Montreal
30
Bank of Montreal
Ontario, Canada
$28.4M -$10.9M -380,856 -28%
WS
31
Wela Strategies
Georgia
$27.1M +$2.31M +80,469 +9%
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$26M +$796K +27,716 +3%
Stifel Financial
33
Stifel Financial
Missouri
$25.8M +$12M +416,884 +88%
LFPWM
34
Leicht Financial Planning & Wealth Management
New Jersey
$24.1M -$163K -5,662 -0.7%
GVAG
35
Great Valley Advisor Group
Delaware
$23M -$2.81M -98,007 -11%
BDF
36
Black Diamond Financial
Maryland
$22.5M +$2.81M +98,006 +15%
GI
37
Gradient Investments
Minnesota
$22.4M +$158K +5,487 +0.7%
Truist Financial
38
Truist Financial
North Carolina
$21.9M +$1.07M +37,377 +5%
APA
39
Astoria Portfolio Advisors
New York
$21.8M -$714K -24,861 -3%
Osaic Holdings
40
Osaic Holdings
Arizona
$21.7M +$572K +19,941 +3%
WIC
41
Woodmont Investment Counsel
Tennessee
$21.4M +$21.2M +736,861 New
SWA
42
Stratos Wealth Advisors
Ohio
$18.4M -$1.33M -46,192 -7%
FFM
43
Flagstone Financial Management
Nebraska
$18.4M +$854K +29,761 +5%
HGA
44
Hobbs Group Advisors
South Carolina
$17.2M +$1.2M +41,775 +8%
Wealth Enhancement Advisory Services
45
Wealth Enhancement Advisory Services
Minnesota
$16M +$2.64M +91,988 +20%
FHA
46
Flagship Harbor Advisors
Massachusetts
$15.4M -$29.3M -1,020,756 -66%
SPIA
47
Steward Partners Investment Advisory
New York
$15.1M +$116K +4,031 +0.8%
SRSA
48
S.R. Schill & Associates
Washington
$14.6M -$908K -31,633 -6%
TC
49
Trilogy Capital
California
$13.9M -$258K -8,977 -2%
WC
50
Waterloo Capital
Texas
$13.9M +$6.95M +242,167 +103%