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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
$39.2M +$4.14M +146,423 +12%
HighTower Advisors
27
HighTower Advisors
Illinois
$35.9M +$5.94M +210,083 +19%
Morgan Stanley
28
Morgan Stanley
New York
$35.9M -$14.1M -499,345 -28%
SWIG
29
Strategic Wealth Investment Group
Kentucky
$34.3M -$7.63M -269,852 -18%
PGA
30
Portland Global Advisors
Maine
$34M +$5.12M +181,156 +17%
SPA
31
Sentinel Pension Advisors
Massachusetts
$33.4M +$744K +26,320 +2%
BDF
32
Black Diamond Financial
Maryland
$32.4M +$11.1M +391,784 +51%
CWP
33
Concord Wealth Partners
Virginia
$31.8M +$32.3M +1,141,717 New
CAMV
34
Concord Asset Management (Virginia)
Virginia
$31.8M +$32.2M +1,140,712 New
EWM
35
Evermay Wealth Management
Virginia
$30.9M +$31.3M +1,108,327 New
Cetera Investment Advisers
36
Cetera Investment Advisers
Illinois
$28.5M +$3.63M +128,488 +14%
Bank of Montreal
37
Bank of Montreal
Ontario, Canada
$27.9M +$742K +26,260 +3%
EH
38
Equitable Holdings
New York
$27.7M +$17.3M +612,354 +160%
WS
39
Wela Strategies
Georgia
$27.1M +$1.09M +38,509 +4%
Stifel Financial
40
Stifel Financial
Missouri
$24.8M -$4.72K -167 -0%
LFPWM
41
Leicht Financial Planning & Wealth Management
New Jersey
$23.2M +$145K +5,120 +0.6%
GVAG
42
Great Valley Advisor Group
Delaware
$23M +$945K +33,446 +4%
Raymond James Financial
43
Raymond James Financial
Florida
$23M +$23.3M +825,093 New
VAMG
44
Voisard Asset Management Group
Michigan
$21.6M +$21M +744,486 +2,410%
Truist Financial
45
Truist Financial
North Carolina
$21M -$56.7K -2,005 -0.3%
Osaic Holdings
46
Osaic Holdings
Arizona
$20.1M -$742K -26,259 -4%
CWM
47
Comprehensive Wealth Management
Washington
$19.3M -$19.8M -698,792 -50%
FFM
48
Flagstone Financial Management
Nebraska
$18.9M +$1.21M +42,874 +7%
Wealth Enhancement Advisory Services
49
Wealth Enhancement Advisory Services
Minnesota
$18.2M +$2.91M +103,039 +19%
SWA
50
Stratos Wealth Advisors
Ohio
$18M +$265K +9,365 +1%