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State Street SPDR Portfolio Intermediate Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFG
26
Compton Financial Group
Maryland
$53.4M -$11.5M -400,364 -18%
CIC
27
Carnegie Investment Counsel
Ohio
$52.9M +$1.08M +37,341 +2%
UBS Group
28
UBS Group
Switzerland
$50.6M -$1.11M -38,484 -2%
VAMG
29
Voisard Asset Management Group
Michigan
$50.2M +$7.22M +250,298 +17%
GIA
30
Gladstone Institutional Advisory
Florida
$46.6M +$42.4M +1,470,972 +950%
HighTower Advisors
31
HighTower Advisors
Illinois
$46M +$2.26M +78,284 +5%
BDF
32
Black Diamond Financial
Maryland
$42.6M +$1.98M +68,721 +5%
PGA
33
Portland Global Advisors
Maine
$40.1M +$883K +30,637 +2%
EH
34
Equitable Holdings
New York
$39.3M +$2.44M +84,540 +7%
GI
35
Gradient Investments
Minnesota
$38.6M +$2.03M +70,465 +6%
Morgan Stanley
36
Morgan Stanley
New York
$38.5M +$1.18M +40,980 +3%
PAG
37
Private Advisor Group
New Jersey
$34.6M +$7.38M +255,925 +27%
KW
38
KWB Wealth
California
$33.6M -$4.28M -148,399 -11%
CWP
39
Concord Wealth Partners
Virginia
$32.6M +$1.84M +63,771 +6%
CAMV
40
Concord Asset Management (Virginia)
Virginia
$32.2M +$1.68M +58,362 +5%
NP
41
NorthRock Partners
Minnesota
$31.7M +$472K +16,386 +2%
GVAG
42
Great Valley Advisor Group
Delaware
$31.3M +$2.56M +88,938 +9%
CIA
43
Capital Investment Advisors
Georgia
$30.8M +$1.08M +37,538 +4%
Bank of Montreal
44
Bank of Montreal
Ontario, Canada
$29.7M +$181K +6,289 +0.6%
Envestnet Portfolio Solutions
45
Envestnet Portfolio Solutions
Illinois
$28.3M +$4.36M +151,215 +18%
SPA
46
Sentinel Pension Advisors
Massachusetts
$27M +$1.04M +36,008 +4%
LFPWM
47
Leicht Financial Planning & Wealth Management
New Jersey
$27M +$17.2K +595 +0.1%
Raymond James Financial
48
Raymond James Financial
Florida
$26.5M +$3.37M +116,864 +14%
Stifel Financial
49
Stifel Financial
Missouri
$26M -$3.36M -116,523 -11%
FFG
50
Frisch Financial Group
New York
$25.2M +$17.8M +617,632 +236%