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State Street SPDR Portfolio Intermediate Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
26
UBS Group
Switzerland
$52M +$7.18M +248,154 +16%
A
27
AlphaQuest
New York
$48.2M +$41.9M +1,446,130 +644%
HighTower Advisors
28
HighTower Advisors
Illinois
$44M +$2.28M +78,779 +5%
VAMG
29
Voisard Asset Management Group
Michigan
$43.3M +$2.85M +98,614 +7%
Mercer Global Advisors
30
Mercer Global Advisors
Colorado
$42.1M +$998K +34,476 +2%
OBWP
31
O'Brien Wealth Partners
Massachusetts
$41.8M +$892K +30,831 +2%
BDF
32
Black Diamond Financial
Maryland
$40.9M +$2.52M +86,979 +7%
PGA
33
Portland Global Advisors
Maine
$39.4M +$1.37M +47,303 +4%
KW
34
KWB Wealth
California
$37.9M +$38M +1,314,158 New
Morgan Stanley
35
Morgan Stanley
New York
$37.6M -$27.2M -939,382 -42%
EH
36
Equitable Holdings
New York
$36.9M +$2.14M +73,950 +6%
GI
37
Gradient Investments
Minnesota
$36.8M +$1.63M +56,300 +5%
NP
38
NorthRock Partners
Minnesota
$31.5M +$5.86M +202,389 +23%
CWP
39
Concord Wealth Partners
Virginia
$30.9M +$1.2M +41,327 +4%
3AM
40
3EDGE Asset Management
Florida
$30.8M +$15.1M +521,853 +96%
CAMV
41
Concord Asset Management (Virginia)
Virginia
$30.7M +$1.04M +35,878 +3%
CIA
42
Capital Investment Advisors
Georgia
$29.9M +$29.7M +1,027,824 +10,221%
Bank of Montreal
43
Bank of Montreal
Ontario, Canada
$29.7M +$137K +4,724 +0.5%
Stifel Financial
44
Stifel Financial
Missouri
$29.5M -$174 -6 -0%
Bank of Nova Scotia
45
Bank of Nova Scotia
Ontario, Canada
$29.4M +$8.46M +292,396 +40%
GVAG
46
Great Valley Advisor Group
Delaware
$28.9M +$1.49M +51,474 +5%
PAG
47
Private Advisor Group
New Jersey
$27.4M +$1.03M +35,542 +4%
LFPWM
48
Leicht Financial Planning & Wealth Management
New Jersey
$27.1M +$2.3M +79,381 +9%
SPA
49
Sentinel Pension Advisors
Massachusetts
$26.2M -$8.5M -293,814 -24%
Envestnet Portfolio Solutions
50
Envestnet Portfolio Solutions
Illinois
$24.1M +$22.8M +787,660 +1,644%