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State Street SPDR Portfolio Intermediate Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CIC
26
Carnegie Investment Counsel
Ohio
$51.6M +$5.3M +184,389 +12%
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$45.8M +$4.53M +157,532 +11%
UBS Group
28
UBS Group
Switzerland
$44.9M +$1.09M +37,879 +2%
HighTower Advisors
29
HighTower Advisors
Illinois
$41.8M +$3.04M +105,958 +8%
Mercer Global Advisors
30
Mercer Global Advisors
Colorado
$41.1M +$40.9M +1,423,757 New
OBWP
31
O'Brien Wealth Partners
Massachusetts
$41M +$589K +20,482 +1%
VAMG
32
Voisard Asset Management Group
Michigan
$40.5M +$3.64M +126,723 +10%
BDF
33
Black Diamond Financial
Maryland
$38.5M +$6.65M +231,422 +21%
PGA
34
Portland Global Advisors
Maine
$38.2M +$1.32M +45,828 +4%
GI
35
Gradient Investments
Minnesota
$35.2M +$1.86M +64,799 +6%
EH
36
Equitable Holdings
New York
$34.8M -$1.34M -46,780 -4%
SPA
37
Sentinel Pension Advisors
Massachusetts
$34.7M +$1.45M +50,525 +4%
Raymond James Financial
38
Raymond James Financial
Florida
$30.2M +$537K +18,698 +2%
CWP
39
Concord Wealth Partners
Virginia
$29.8M +$2.07M +71,914 +7%
CAMV
40
Concord Asset Management (Virginia)
Virginia
$29.7M +$1.96M +68,262 +7%
Bank of Montreal
41
Bank of Montreal
Ontario, Canada
$29.7M -$317K -11,030 -1%
WS
42
Wela Strategies
Georgia
$29.6M +$715K +24,895 +2%
Stifel Financial
43
Stifel Financial
Missouri
$29.6M +$181K +6,291 +0.6%
Truist Financial
44
Truist Financial
North Carolina
$28.1M +$1.09M +38,057 +4%
GVAG
45
Great Valley Advisor Group
Delaware
$27.5M +$1.45M +50,567 +6%
SWA
46
Stratos Wealth Advisors
Ohio
$27M +$1.72M +59,700 +7%
PAG
47
Private Advisor Group
New Jersey
$26.4M -$3.62M -126,032 -12%
NP
48
NorthRock Partners
Minnesota
$25.7M +$25.3M +878,885 +8,916%
LFPWM
49
Leicht Financial Planning & Wealth Management
New Jersey
$24.9M -$262K -9,120 -1%
FFM
50
Flagstone Financial Management
Nebraska
$23.1M +$1.13M +39,345 +5%