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State Street SPDR Portfolio Intermediate Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
26
JP Morgan Chase
New York
$41.1M -$947K -33,649 -2%
OBWP
27
O'Brien Wealth Partners
Massachusetts
$40.1M -$48.1K -1,709 -0.1%
CIC
28
Carnegie Investment Counsel
Ohio
$38.2M +$37.6M +1,337,412 New
HighTower Advisors
29
HighTower Advisors
Illinois
$37.9M +$1.06M +37,516 +3%
PGA
30
Portland Global Advisors
Maine
$36.6M +$1.73M +61,554 +5%
BDF
31
Black Diamond Financial
Maryland
$35.2M +$1.96M +69,759 +6%
VAMG
32
Voisard Asset Management Group
Michigan
$33.7M +$11.3M +402,195 +52%
GI
33
Gradient Investments
Minnesota
$32.9M +$32M +1,137,296 +8,180%
Cetera Investment Advisers
34
Cetera Investment Advisers
Illinois
$32M +$2.77M +98,465 +10%
SPA
35
Sentinel Pension Advisors
Massachusetts
$31.9M -$2.29M -81,460 -7%
Raymond James Financial
36
Raymond James Financial
Florida
$31.7M +$8.02M +284,825 +35%
EH
37
Equitable Holdings
New York
$31.6M +$3.16M +112,376 +11%
Bank of Montreal
38
Bank of Montreal
Ontario, Canada
$29.2M +$582K +20,665 +2%
WS
39
Wela Strategies
Georgia
$28.4M +$704K +25,007 +3%
DF
40
Donoghue Forlines
Massachusetts
$28.2M +$27.8M +988,393 New
FHA
41
Flagship Harbor Advisors
Massachusetts
$28M +$13.6M +482,715 +97%
CWP
42
Concord Wealth Partners
Virginia
$27.5M -$5.06M -179,784 -16%
CAMV
43
Concord Asset Management (Virginia)
Virginia
$25.8M -$6.55M -232,900 -20%
Stifel Financial
44
Stifel Financial
Missouri
$25.5M +$81.9K +2,910 +0.3%
LFPWM
45
Leicht Financial Planning & Wealth Management
New Jersey
$25M +$1.22M +43,289 +5%
GVAG
46
Great Valley Advisor Group
Delaware
$24.9M +$1.28M +45,419 +6%
SWA
47
Stratos Wealth Advisors
Ohio
$23.9M +$5.37M +190,733 +30%
Truist Financial
48
Truist Financial
North Carolina
$22.4M +$846K +30,070 +4%
FFM
49
Flagstone Financial Management
Nebraska
$20.3M +$956K +33,979 +5%
VAS
50
Vestmark Advisory Solutions
Massachusetts
$19.2M +$11M +391,575 +140%